Round Table Family
Premier Wealth Management Team: AIA's fastest-growing team 🥇Housing the Largest Team of Banker Financial Planners and WRise Wealth Management Family Office Members: 16 district directors, 200+ financial planning managers, 1,100+ financial planners Multiple awards and accolades including 6 AIA Annual “Super Grand District of the Year” Awards, 2 times champions of the entire AIA Leading global Multi-Family Office EAM with 80+ members Founded in 2006 by Mr. Marcus Wong — the first insurance elite to be awarded the Forbes Global Alliance Platinum Membership Services: Comprehensive wealth management including insurance, retirement, investment, and tax planning Licenses: Fully licensed in Dubai, Singapore, Hong Kong AIA 🥇 16200+ 1,100+ AIA — WRise 2006
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1001 to 5000 range
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organic / mo
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Top roles at Round Table Family
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- 1recruitment manager
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