Alan Fong Tep

Alan Fong TEP has extensive work experience in the financial and wealth management industry. Alan started their career at Lloyds TSB (Blackhorse Finance) as a Client Manager from 1999 to 2003. Alan then worked at Burns Anderson as a Sales and Compliance Manager from 2007 to 2011.

In 2012, Alan joined The Henley Group Ltd, which is part of the St. James's Place Wealth Management Group, as a Consultant until 2015. Following that, they worked at St. James's Place Wealth Management – Asia as an Associate Partner for a brief period in 2015.

Since 2015, Alan has been with The Sovereign Group. Alan started as a Client Relationship Manager and worked their way up to Team Head - Client Relationship Manager. From 2020 to 2022, they served as a Key Account Manager, where they managed a portfolio of key clients and generated income through cross-selling professional services. Subsequently, from 2022 to 2023, Alan held the role of Commercial Director. Currently, they are the Managing Director at The Sovereign Group.

Throughout their career, Alan has gained expertise in trust and corporate services, cross-border business, tax planning, and wealth management.

Alan Fong TEP's education history includes a Diploma in International Trust Management from STEP - The Society of Trust and Estate Practitioners (Hong Kong), which they are currently pursuing. Prior to that, they obtained a Bsc in Economics from Swansea University, completing their studies from 1996 to 1999. Alan attended Barry Boys Comprehensive School from 1989 to 1996 and Jenner Park Primary School from 1985 to 1989, although no specific degree or field of study is mentioned for these earlier education levels.