The Sovereign Group
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.
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The Sovereign Group
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Sovereign began in Gibraltar in 1987 and has since grown into one of the largest independent corporate and trust service providers in the world. We currently manage over 20,000 structures for a wide variety of clients – companies, entrepreneurs, private investors or high net worth individuals (HNWIs) and their families – and have assets under administration in excess of £20 billion. Sovereign Corporate Services – offers company formation and management across all major jurisdictions, together with the necessary support to assist companies of all sizes to establish and sustain operations successfully. Sovereign Private Client Services – provides trustee services, wealth management and succession planning to internationally mobile families and entrepreneurs. Sovereign Retirement Planning – devises and administers individual and corporate international pension schemes that offer choice, transparency and portability across multiple jurisdictions. Sovereign Insurance Services – offers bespoke corporate and personal insurance services for our clients, wherever they are domiciled. We have established a network of offices or agents in all major international finance centres allowing our clients to access a global service from a local point of delivery. We hold the appropriate authorisations in all jurisdictions that require us to be licensed.