Kevin Tong

Kevin Tong

Managing Partner
IAM Legacy Family Office

Kevin has extensive private banking and asset management experiences. He started his career as assistant lecturer in finance and economics at University of Applied Science in Switzerland (HES-SO). He then joined Pictet & Cie private bank headquarter in Geneva and worked several years in various departments such as Trading, Alternative Investments, Portfolio Management, Funds Selection, Investment Committee etc. before being transferred internally to Hong Kong in 2007. He was a senior relationship and portfolio manager and co-managed a team that managed around 1 billion USD of Ultra High Net Worth international clients’ assets. In 2013, Kevin joined IAM Legacy, Family Office as one of the Managing Partners and built the asset management business including business and team development, investment services and operational management.
Kevin is a Swiss, Taiwanese and Hong-Kong national and speaks fluently Mandarin, English and French. He holds a BSc in hospitality management from Ecole Hoteliere de Lausanne (EHL) in Switzerland and a MBA from The University of Chicago Booth School of Business. He is also a CFA Charterholder and holds Hong Kong SFC type 4 (advising on securities) and type 9 (asset management) licenses.

董育志先生拥有广泛的私人银行经验。他曾在瑞士应用科学大学(HES-SO)担任金融学和经济学助理讲师。随后,他加入了知名私人银行Pictet&Cie(百达银行),并在日内瓦总公司不同的部门,如交易部,另类投资部,投资组合管理部,基金选择部,投资委员会部等,工作过多年。在2007年他由总公司调到香港分公司,担任高级客户和投资经理,并共同负责管理服务约10亿美元超富裕国际客户资产的专业团队。 2013年,董先生加入星安集团 (家庭办公室)成为管理合伙人, 并带来丰富的私人银行及投资经验及建立了资产管理业务,包括业务和团队发展,投资服务和运营管理。 董育志先生是瑞士,台湾和香港籍,精通中文,英文和法文。他拥有瑞士洛桑酒店管理学院(EHL)管理学士学位和美国芝加哥大学布斯商学院,工商管理硕士学位(MBA)。他还持有美国特许金融分析师证书(CFA)和香港证监会第4号(投资咨询)和第9号(资产管理)执照

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