Former Charles Monat Executive Joins Wealth Consortium
A former executive from insurance broker Charles Monat has joined a wealth planning consortium in Hong Kong.
Lioner has appointed Francis Tang as managing director, consultancy in Hong Kong, according to a statement. He has over 20 years of experience in life insurance planning, most recently serving as senior director at Charles Monat Associates. Prior to that, he also held insurance roles at HSBC.
«Francis’ extensive background in jumbo life insurance planning and his deep understanding of the high net worth market significantly enhances Lioner’s capabilities, adding to our collective industry knowledge,» said Tony Chan, partner at Lioner. «His ability to navigate the complexities of wealth management will empower us to deliver exceptional, personalized solutions that meet the evolving needs of our clients.»
Established in 2021, Lioner International Group is an integrated insurance, trust and family office consortium founded by ethnic Chinese partners that offers total solution services for ultra-high net worth and high net worth individuals, families and businesses. It has offices in Hong Kong, Singapore and Beijing.
