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About Round Table Family
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 1,100 professional wealth management advisors. In unison, we cater to the refined needs of clients spanning Hong Kong and beyond, across the globe.
As the exclusive dual - engine business development platform in Hong Kong, Round Table Family extends a heartfelt welcome to both clients and industry elites. With the formidable backing of AIA HK's international influence and insurance industry expertise, we are devoted to delivering comprehensive services in insurance, retirement planning, investments, and tax optimization to our esteemed clients.
Our distinguished subsidiary — WRise Wealth Management Family Office, boasts an impressive array of fully accredited financial licenses in Dubai, Singapore, and Hong Kong, empowering us to provide a seamless, world - class European - style family office experience encompassing asset management, private banking, and trust fund establishment.
Welcome to the world of Round Table.
Founded in 2006 with a spirit of chivalry, the "Round Table District" has emerged as a beacon of inclusivity and openness under the visionary leadership of Mr. Marcus Wong. Through a talent - focused management approach, it has flourished into the globally renowned "Round Table Family".
As the heart and exemplar of the Round Table Family, the "Round Table District" consistently delivers exceptional performance, garnering prestigious accolades such as the "Super Grand District of the Year" award. This coveted recognition goes beyond mere size and success, demanding a remarkable percentage growth that surpasses historical records and outshines its own past triumphs. It's a daunting challenge, but the "Round Table District" has conquered it an astonishing seven times, including three glorious victories as the undisputed champions of the entire AIA.
The Round Table Family places utmost importance on fulfilling the authentic needs of every client and empowering each family member to showcase their unique talents. The unwavering support of customers and the steadfast dedication of our members serve as the inexhaustible driving force behind the Round Table Family's journey, shaping an inspiring narrative within the annals of insurance history.
Our Journey
