Mong Chung Chee 蒙重誌

Mong Chung Chee 蒙重誌 在金融行业超过20年的经验
香港信託协会有限公司 - 亚太区会长
HKT Wealth Advisory Sdn Bhd - CEO
荣获MFPC颁发的注册财务规划师(RFP)

【蒙重志先生 Mong Chung Chee】- 香港信托协会亚太区会长 & HKT Wealth Advisory CEO

📌擅长领域
- 在开拓市场方面拥有逾10年的经验
- 拥有8年的丰富经验在为私人高净值和超高净值客户提供离岸信托的设立以及构建方面
- 在建立不同类别的信托账户方面,专门为高净值和超高净值客户提供专业协助以及咨询。
- 专门处理交易及领导业务伙伴,创建新的渠道并达成交易

📌教育和专业资格
- 荣获马来西亚财务规划理事会 (MFPC) 颁发的注册财务规划师 (RFP会员)
- 英国考文垂大学商业与信息技术(荣誉)学士学位

📌工作经验
- 拥有3年马来西亚汇丰银行的工作经验
- 拥有2年新加坡汇丰银行的工作经验
- 拥有3年马来西亚汇丰银行从事按揭,信用卡及个人贷款销售的工作经验
- 拥有4年从事教育与培训业务领域的销售和市场经验,专注于开拓马来西亚、新加坡、印度

尼西亚及泰国市场
- 拥有3年金融行业销售及市场经验,专注于开拓马来西亚、新加坡、印度尼西亚、泰国及日本市场
- 现任香港信托协会有限公司亚太区会长,专注于带领营销团队开拓中国、泰国、台湾、日本、印度尼西亚、新加坡、香港及越南市场

Beyond Succession: The Bigger Challenge in Wealth PlanningThrough the recent Global Private Trust Programme, I had the o...
26/08/2026

Beyond Succession: The Bigger Challenge in Wealth Planning

Through the recent Global Private Trust Programme, I had the opportunity to engage with many of our Working Partners and hear more about the challenges their clients are facing across different markets.

📌 One point became clear: For many high-net-worth families, succession is no longer the only concern.

The complexity of global wealth increasingly involves:

🔹Cross-Border Wealth & Multiple Jurisdictions
Family, assets and businesses spread across different countries and regulatory environments.

🔹Wealth Succession & Business Continuity
Transferring wealth is one consideration. Preserving business ownership and continuity is another.

🔹Fragmented Structures & Lack of Integration
Different assets may have different arrangements, without one overarching wealth strategy.

🔹Intergenerational Wealth Preservation
Transferring wealth to one generation is one challenge. Preserving it across multiple generations is another.

This is why comprehensive wealth planning matters. For families with globally distributed assets, having individual structures in place is not enough. The right framework needs to bring different elements of wealth together and address protection, management and succession as part of one strategy⚖️

Wealth planning today is no longer simply about transferring wealth. It is about protecting, managing and preserving wealth for generations to come.

26/08/2026
Delighted to host our distinguished guests at the Global Family Office New Era Summit 2026.I was honoured to welcome The...
25/07/2026

Delighted to host our distinguished guests at the Global Family Office New Era Summit 2026.

I was honoured to welcome The Honourable Christopher Hui, Secretary for Financial Services and the Treasury of the Hong Kong SAR Government, Tan Sri Dato Sri Ong Tee Keat, Former Minister of Transport of Malaysia and President of the Belt and Road Initiative Caucus for Asia Pacific (BRICAP), along with our speakers, partners and guests who travelled from different regions to join us🤝

Thank you to everyone who participated and supported the summit. My heartfelt appreciation also goes to the team behind the scenes for their dedication and effort in making this event happen🔥

Hope to see everyone again soon!

A meaningful exchange in Hong Kong🇭🇰Glad to be part of the Global Private Trust Programme 2.0, where professionals from ...
01/07/2026

A meaningful exchange in Hong Kong🇭🇰

Glad to be part of the Global Private Trust Programme 2.0, where professionals from different backgrounds came together to explore private trusts and wealth succession🌍

Over the 4 days, the conversations went beyond theory and reflected real industry practices and the evolving needs in wealth planning.

Thankful for the chance to share insights and exchange ideas with fellow speakers and participants🤝🏻

Honoured to be invited back by   as a speaker for the third consecutive year.It's encouraging to see the growing awarene...
22/06/2026

Honoured to be invited back by as a speaker for the third consecutive year.

It's encouraging to see the growing awareness and interest among university students in wealth planning, with plenty of thoughtful discussions and engagement throughout the session. 💡

Thank you to the team for all the hard work behind the scenes, and to everyone who attended and participated. See you again! 🙌🏼

08/06/2026
Had the opportunity to share some thoughts recently on how global transparency trends are reshaping the way wealth is st...
29/05/2026

Had the opportunity to share some thoughts recently on how global transparency trends are reshaping the way wealth is structured and protected🔓

In today’s environment, more high-net-worth individuals are beginning to focus not only on ownership, but also on long-term control, continuity, and protection.

Read the full article below ⬇️
https://vocal.media/education/assets-held-under-one-s-name-do-not-necessarily-mean-security-high-net-worth-individuals-reassess-wealth-control-strategies

Global transparency standards drive demand for long-term wealth protection solutions, such as trust structures

26/05/2026

Sharing the recap video from the Global Private Trust Programme (GPTP) 📹

Nice few days of conversations around trusts and wealth planning with different people. Hope to see you at the next one🔜

The 2026 Investment Playbook: What students should know about markets & wealth todayHonored to be joining Hong Kong Fidu...
22/05/2026

The 2026 Investment Playbook: What students should know about markets & wealth today

Honored to be joining Hong Kong Fiduciary Association Limited and Sunway University as speaker for an upcoming conference exploring how investment thinking continues to evolve in today’s fast-changing global environment.

As markets shift under macro uncertainty, digital assets, and new wealth structures, the conversation is no longer just about “where to invest,” but more importantly:
🔹 How capital is moving across borders
🔹 What drives long-term wealth resilience
🔹 How young investors can start thinking early and strategically
🔹 The evolving role of trust, regulation, and transparency in wealth planning

Event Details:
🗓 11 June 2026
🕡 6:30pm – 9:00pm
📍 Sunway University (JC1)

📌Participants will enjoy free admission, receive an official certificate of participation, be served light refreshments, and get a special door gift.

🎓Open to students from Sunway, Monash, Taylor’s, INTI, and other universities

This session is designed for students who are curious about markets, investing, and how global wealth systems are evolving beyond the classroom. See you where ideas meet markets🙌🏼

Address

Dubai

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