Mr. Mark Ip
Fortune Wealth Management Limited Executive Director
Mr. Ip graduated from Sun Yat-Sen University and was conferred BBA in 2006. He engaged in sales team administration and market development of high net worth individuals for years. In 2010, he established Media Asia Asset Planning Co., Ltd. In 2011, he founded the subsidiary company as a partner in Shanghai and Yunnan by cooperating with R.C.W Group.
Mr. Ip have subsequently participated, took in charge of and led the family trust planning of different families or enterprises, overseas trade platform establishment, investment and financing, cross-border tax administration planning. He has an in-depth study on high net worth individuals in Mainland China in different judicial districts and with different asset distribution.
In 2011, Mr. Ip set up the cross-border asset planning and inheritance technical research team. Apart from him, major team members include the top counsellors currently serving or once serving large-scale private banks, the Listing Department of the Stock Exchange of Hong Kong Ltd., “Big Four” and Inland Revenue Department. The team aims at providing top asset planning service for customers.
In 2012, Tian Yi Think Tank Co., Ltd. was established, devoted to providing non-financial services to the high net worth individuals.
In 2013, Mr. Ip joined Fortune Wealth Management Ltd. as Executive Director and devoted himself to developing and integrating the wealth management market in Mainland China.
Mr. Rod Ho
Fortune Wealth Management Limited Chief Executive
Mr. Ho was conferred a Bachelor degree of Science from University of Wollongong in 2000．He has over 15 years’ experience in insurance industry, including banking, insurance company and independent financial advisory services companies. He has valuable experience in the setting up strategic sales networks for financial advisory services in Universal Life and mutual funds. As a management of Fortune Wealth Management Ltd, he is responsible for the daily operations and administration of this company.
Rod was registered as a Chief Executive of The Hong Kong Confederation of Insurance Brokers in 2003. He is also a Chartered member of the Financial Planner. He is now a licensee of registered intermediary for both Professional Insurance Brokers Association and Mandatory Provident Fund Schemes Authority.