We provide comprehensive wealth management services.
Who We Are
Welcome to the world of Round Table Family, The most rapidly growing premier wealth management team operating under AIA, one of the Fortune Global 500 insurance companies. With meticulous precision and unwavering dedication, our exceptional team comprises 16 district directors and over 200 financial planning managers, leading a group of more than 1100 professional wealth management advisors. In unison, we cater to the refined needs of clients spanning Hong Kong and beyond, across the globe.
Hong Kong's Foremost Financial Planning Powerhouse
and Exclusive Dual - Engine Business Development Platform
Housing the Largest Team of
Banker Financial Planners
and WRise Wealth Management
Family Office
Nestled within the prestigious AIA Tower, AIA Hong Kong Tower, The Gateway TST, our offices command an expansive total area of over 36,000 square feet on Hong Kong's prime land, affording breathtaking Harbour views.
Working Environment
Office
Our mission at Round Table Family is to redefine the standards of “Excellence” in the insurance industry and exceed all expectations. We are committed to cultivating the next generation of entrepreneurial talents, unlocking their limitless potential as exceptional industry leaders. Through comprehensive training and robust resources, we provide unwavering support to help every family member achieve professional success, become industry frontrunners, and deliver unparalleled insurance and financial services to our clients.
Mission
01
As the exclusive Dual - Engine business development platform in Hong Kong, Round Table Family is driven by an unwavering passion for growth and exceptional achievements. In the upcoming ten years, our vision is twofold: to surpass the significant milestone of 300 million in First Year Commission (FYC) and nurture 500 esteemed MDRT members. With a formidable core team of over a thousand professionals, we aim to expand to 2,000 members, including 20 directors and 300 managers. With resolute determination, we will create a thriving, influential community that leaves an indelible mark on the entire insurance industry.
Vision
02
Round Table Family embodies the essence of "Individuality," "Selfless Sharing," and "Embrace the freedom of talent." Within our inclusive and harmonious environment, personal growth and mutual respect flourish. We foster open channels of communication, valuing the unique abilities of every team member. Collaboration is encouraged, and we empower our colleagues to shape their own management styles.
Core Values
03
Founder Interview
Forbes Global Alliance
Founder Marcus Wong was invited to become a Platinum Member of Forbes Global Alliance and was interviewed by Forbes Global Alliance, discussing the development of RoundTable Family and our future global family office services.