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
Director/ Chief Executive Officer
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.
Paul So
Chief Investment Officer
Paul is the Chief Investment Officer at Axial Partners, a position he has held since July 2024.
Prior to joining Axial Partners, he had an extensive career in the investment management industry.
He was the Head of Investment Management at FTLife Insurance Limited, where he managed an US$8 billion investment portfolio.
He also served as the Head of Index Funds, Asia Pacific, at Legal and General Investment Management (LGIM),
with asset under management exceeding US$1 trillion in the UK.
Before that, he was the Head of Beta Products at Enhanced Investment Products Limited (EIP),
where he launched the XIE Shares ETF platform. Paul has over ten years of experience at BlackRock,
where he held various roles, including Head of Portfolio Management for Asia ex Japan.
He has an actuarial science background and holds an MBA degree from
Northwestern University’s Kellogg Graduate School and York University’s Schulich Graduate School.
He is a certified Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).
Additionally, Paul holds a Hong Kong Securities and Futures Commission license for advising on securities and asset management
Becky Yeung, CPAA
Chief Operations Officer
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
Johnathan Ho
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.