Cheung Kam Fai
Former SFC-Licensed Portfolio Strategist
Cheung Kam Fai
Former SFC-Licensed Portfolio Strategist
About Me

Hello! I’m Cheung Kam Fai.


For over 12 years I’ve worked across Hong Kong and Sydney, focusing on disciplined, income‑oriented strategies and selective growth opportunities.

Today I run a small, invitation‑only practice that provides research, model portfolios, and private briefings. Clients keep full control of their accounts while I share the frameworks and timing I use myself.

 

  • Age: 42
  • Residence: Hong Kong
  • Freelance: Independent Investment Adviser
  • Address: Suite 1803, Two International Finance Centre, 8 Finance Street, Central, Hong Kong.
My Services
Model Portfolio Access (Real‑Time Updates)

See what I’m tracking and how I’m positioned. You’ll get concise updates you can use with your own account. No signals to decode, no hype.

Capital Preservation Ideas (Steady by Design)

Income‑focused, lower‑volatility concepts intended to protect principal while aiming for consistent returns.

Cycle Briefings (Invite‑Only)

Short, time‑sensitive briefings on markets I’m actively watching. Limited access to keep quality and speed.

Client Feedbacks

FAQs

Are you regulated?

I have previously held licenses under the Hong Kong Securities and Futures Commission (SFC) and operated under an Australian private wealth management association.

Yes – all accounts remain yours and in your name. You simply mirror my trades.

My work now is built around a private client base and referral network. I share updates directly with clients, rather than posting them in public where they can be copied, misused, or misinterpreted.

Resume
Experience
(2020 - Present)
Independent Investment Adviser

Managing exclusive, invitation-only client portfolios across equities, Forex, and digital assets. Focused on capital preservation with targeted growth cycles.

2013 - 2020
Senior Portfolio Manager - BOCI Securities Limited

Oversaw high-net-worth client strategies, delivering consistent returns through disciplined risk management and tactical market entries.

2010 - 2013
Wealth Adviser - HSBC Premier, Central Hong Kong

Advised affluent clients on multi-asset portfolio structures, incorporating global equities, fixed income, and alternative investments.

2007 - 2010
Wealth Strategist - Private Wealth Association, Sydney

Worked with Australian and Asia-Pacific clients on multi-asset portfolios, incorporating structured income products and tactical growth positions.

Certification
Formerly Licensed Representative (Type 1 & Type 4)
Hong Kong Securities and Futures Commission (SFC)
Senior Associate, Wealth Management
Financial Services Institute of Australia (FINSIA) (membership inactive)
Certificate
Diploma in Investment and Risk Management
Hong Kong Institute of Bankers
Certificate
Skills
Overall
  • Building and managing investment portfolios
  • Protecting capital while growing wealth
  • Finding and timing opportunities
  • Working across stocks, currencies and digital assets
Languages
  • English
  • Cantonese
  • Mandarin
Checklist
  • Minimum capital threshold for onboarding
    92%
  • Direct 1:1 client liaison
    95%
  • Client-owned accounts only
    87%
  • 7-day on-boarding review
    94%
Knowledge
  • Asian and Global Equity Markets
  • Foreign Exchange & Commodity Cycles
  • Blockchain & Digital Asset Integration
  • International Tax considerations for HNWIs
  • Offshore Wealth Structuring
  • Market Downturn Mitigation Tactics
Request Invitation: (Limited Spaces)

I work with a select group of private clients at any given time, ensuring each account receives my full attention. Spaces are limited, but I'm currently reviewing new requests.

Complete the short form - there's no obligation. If your goals align with my approach, I will contact you directly with next steps.

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