Wendy Chong

Senior Associate

About Wendy

Leading elite investors globally while making smart investment decisions and protecting their assets.

A Private Wealth Advisor at Holborn (Labuan) Ltd, - Private Wealth Management, Wendy Chong focuses on providing complex but simple, holistic cross-border wealth management solutions for high net worth individuals who are from Asia, United States, UK and all other jurisdictions.

Wendy’s primary focus is on helping her clients develop highly customized financial planning strategies such as pre-liquidity planning, fixed income sustainability, asset management, wealth transfer for cross-border investments, and plans to achieve their philanthropical goals.

Qualifications

  •  Life Insurance
  •  Investment Link Insurance
  • General Insurance
  • Degree - B.B.A - Major in Finance

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.