About

 

 

 Axial Partners Enables wealth managers to offer separately managed account (“SMA”) services to their clients

Our vision is a world where investors are seamlessly connected to optimal strategies to reach their goals.

Our mission is to provide our clients with all the necessary tools to be the leader in the field of investment management.

Charles Wong

CEO / Director

Former MD, Head of Structured Investment Derivatives Marketing at JP Morgan. 

Graduated from MIT with a B.S. and M.S. in Electrical Engineering and Computer Science.

Co-founder of Privé Technologies, providing end-to-end award winning technology solutions to enterprises and SMEs.

 

 

Larry Chan

CIO

Coming from Investment Banking proprietary trading, public and private fund investments.  

Major concentration in Global Equities and Equity Derivatives as well as Fixed Income, FX and Commodities.   

A seasoned money manager with over 20 years’ experience.

 

Becky Yeung, CPAA

COO

Started her career with Citibank in the Treasury and moved to asset management business later in her career. 

With her background and her domain knowledge, Becky joined Prive Technologies Limited in 2019

 to launch a new digitized product for a Switzerland and American investment banking’s B2B business.  

Becky is a Certified Practicing Accountant Australia.

 

Matt Lee

Head Of Sales

An experienced entrepreneur with over 15 years of experience 

and a demonstrated history of creating companies and realizing ideas.

 
 
 

Benjamin Tong

Senior Operations Manager

Ben is a seasoned Operations practitioner with a proven track record of implementing 

efficiency and quality assurance solutions in investment banks and fintech. 

Ben began his professional journey in Investment Banking where he held various roles 

within Finance and Operations in RBS, Credit Suisse and Barclays. 

He joined Prive Technologies in 2018. He assumed leadership of the global client services team, 

playing a crucial role in the company’s expansion strategy.

 

 

Henderson Pau

Operations Analyst

 Sagar Madhrani

Operations Analyst

 







 







Dear Investors,

In my long career in the financial services industry, I have learned that investment advisory requires expertise as well as transparency. At Axial Partners, we allow high net worth individuals to also get the flexibility required for their specific needs through SMAs.

Axial with the backing of Privé Technologies can truly enable private banks and asset managers to offer an all in one solution for their clients.

We look forward to working with you and your clients.

Charles Wong