AIA HK’s Round Table Family - a tight-knit and vibrant community, dedicated to achieving excellence

In the ever-evolving global economic landscape, the Round Table Family shines brightly, turning challenges into opportunities and creating a world of possibilities. With over a thousand passionate members and an impressive roster of 16 District Directors in just 12 years.

Leading the charge is Marcus Wong, an esteemed AIA Premier Senior District Directors. With infectious energy and a friendly demeanor, Marcus emphasizes the importance of broadening horizons and embracing new perspectives. Their goal? To become one of the most renowned wealth management team in Asia, offering clients top-notch asset management and wealth succession services.

With an impressive 25 years in the industry, Marcus, hailing from a family deeply rooted in financial planning, brings a wealth of experience to the table. Graduating with an economics degree, he found his true calling at AIA. His accolades include multiple years as a distinguished Million Dollar Round Table (MDRT) member, with notable achievements as a Court of the Table (COT) and Top of the Table (TOT) member, surpassing the MDRT qualifications by threefold and sixfold, respectively.

"Our team is a close-knit family of over a thousand exceptional individuals including more than 80% seasoned professionals from various fields such as banking, law, accounting, and nursing etc. The culture we foster is one of collaboration, where sharing professional knowledge is embraced and celebrated."

Marcus and his team have a passion for exploring new horizons and engaging with diverse social circles. They organize exciting trips, participate in auctions, visit enchanting French vineyards, and dedicate themselves to philanthropic endeavors through the family's charitable foundation. These experiences not only enrich their lives but also expand their perspectives, fueling their success.

The Round Table Family has demonstrated remarkable growth, even amidst challenging market conditions. Marcus envisions a future where the Round Table Family becomes a formidable force in wealth management, with the goal of promoting 20 directors within the next five years and expanding the team to an impressive 2,000 members.