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.


Sebastian Alvarado

Chief Technology Officer

Matt Lee

Head Of Sales

An experienced entrepreneur with over 15 years of experience 

and a demonstrated history of creating companies and realizing ideas.