Established in 2007, CIS Group* is firmly rooted in Hong Kong and specialized in global finance. Our management has over 30 years of experience in the fields of capital market, wealth management, funds, securities, insurance, and bank etc. The Group has embraced its core values - "Courageous", "Innovative”, and "Open" to actively develop diversified asset allocation services and provide professional, reliable, and comprehensive one-stop wealth management services for high-net-worth individuals and institutional clients in China, Hong Kong, and the Asia-Pacific region.
We proactively develop a more diversified all-in-one financial services platform, and endeavor to provide a comprehensive and value-added products and services to our clients and partners. We have established six core businesses within 10 years’ time. The scope of business includes:
(1)Asset Management
(2)Investment Banking Service
(3)Family Wealth Management
(4)Hong Kong Fund Platform
(5)Structured Finance
(6)Proprietary International Services
We established a well-structured and professional business model that comply with all the relevant and applicable laws, regulations, and licenses in Hong Kong. Our members have obtained below licenses and qualifications,
(1) Licenses issued by Securities and Futures Commission of Hong Kong for Dealing in securities (Type 1), futures contracts (Type 2), advising on securities (Type 4), and asset management (Type 9)
[CE No. API164];
(2) Participant of The Stock Exchange of Hong Kong;
(3) Insurance Broker License issued by Insurance Authority [Membership No: FB1285];
(4) Registered MPF Intermediary [MPF Registration No.: IC001133];
(5) Money Lenders License [License No.: 0367/2025];
(6) Participant of Central Clearing and Settlement System [CCASS ID: B01849];
* CIS Group Limited, CIS Securities Asset Management Limited, CIS Family Wealth Management Limited, CIS Immigration Consultancy Limited, CIS International Services Limited, CIS Finance Limited, CIS Investments Limited, 順安投資服務(深圳)有限公司 (Chinese name only) and all of their holding companies and subsidiaries are collectively referred as CIS Group, CIS, or the Group.
Mr. Wong Tat Tung (Dennis), MH, JP
Mr. Wong Tat Tung (Dennis), MH, JP is a seasoned expert in asset management with over 30 years of industry experience. He has served as a Responsible Officer licensed under the Hong Kong Securities and Futures Commission for Type 1 (dealing in securities), Type 4 (advising on securities), and Type 9 (asset management) across multiple categories for more than two decades and previously held the role of Director at Swiss financial institutions. Mr. Wong has held key leadership positions—including CEO, Executive Director, and Independent Non-Executive Director at numerous listed companies, demonstrating deep expertise in Hong Kong’s capital markets.
Beyond his corporate roles, Mr. Wong Tat Tung, MH, JP is actively engaged in public service and community leadership, serving in various capacities such as,
Mr. Chung Ho Wai (Alan)
Mr. Chung Ho Wai (Alan) has served as Executive Director of CIS Group for many years and concurrently holds the position of Executive Director at CIS Securities Asset Management Limited, the Group’s flagship business for securities investment and asset management. He is a licensed Responsible Officer authorized to conduct regulated activities under the Securities and Futures Ordinance, including Type 1 (Dealing in Securities), Type 2 (Dealing in Futures Contracts), Type 4 (Advising on Securities), and Type 9 (Asset Management). Mr. Chung also acts as fund manager for a number of Hong Kong and Cayman Islands investment vehicles, with total assets under management exceeding several billion Hong Kong dollars.
With over 15 years of extensive experience in listed companies and financial management, Mr. Chung currently serves as a Board Director of Japan Kyosei Co., Ltd. (Stock Code: 627.HK), a publicly listed company on the Main Board of the Hong Kong Stock Exchange. He also holds an independent
non-executive directorship at Happy City Holdings Ltd (NASDAQ: HCHL), a U.S.-listed company on NASDAQ. His past roles included managing HSBC's wealth management division in Hong Kong, serving as a consultant for AXA Wealth Management (Hong Kong), and acting as Vice President of the trading division at other international financial institutions
In 2018, the Group adopted a brand new image and mission statement: “Your Partner.Your Future”. This concept has been incorporated into all aspects of our business. Over the years, the Group has been staying at the forefront of the industry by expanding its portfolio, upgrading its platform and providing insightful analysis. We have been trusted by our clients with our seamless one-stop service and credibility, while our in-depth market insights also help clients stay ahead of the curve in their investment, achieve their investment goals and build a bright future.
To achieve our ambition of Your Partner.Your Future” of providing an all- rounded and diversified investment platform for our clients to seize all investment opportunities and build their wealth.
We are committed to providing our clients with “Professional”, “Reliable” and “Comprehensive” products and services.
We advocate “Courageous”, “Innovative” and “Open” as the enterprise core values.
Courageous: Be courageous to encounter change and challenge to be a market leader
Innovative: Be innovative to develop solution and service
Open: Be open to listen and express to all parties
CIS順安專服
*Chinese name only
CIS順安官微
*Chinese name only
CIS順安客服
*Chinese name only
CIS順安專服
*Chinese name only