Samuel Freshfields Announces New Manager for Its Multi-Asset Charity Income Fund

The firm has been examining a short list of three executives to identify the most suitable candidate

Samuel Freshfields, a next generation investment company that aims to give its clients access to a broad range of financial instruments, promoting the highest standards of integrity, responsibility, and competence to produce a highly personalized counseling process, is pleased to announce that its Board of Directors has reached a mutual agreement regarding who of the three enlisted executives will occupy the newly founded position of Fund Manager, for the Samuel Freshfields Income and Growth Charitable Fund. The new role will be entrusted to Mr. Shun Way, currently one of the Members of the Board for Samuel Freshfields.

The company’s Income and Growth Charitable Fund has been recently created to provide its class of philanthropic clients with an investment product that has a multi-asset approach and engages in assets such as equities, bonds and alternative asset classes, both locally in Hong Kong, and globally in accordance with environmental, social and governance (ESG), and ethical guidelines.

The Samuel Freshfields Income and Growth Charitable Fund will be managed by a team of six market experts already occupying key positions within the firm’s staff members. The team will have an overarching authority, the Supervising Authority Figure, in the person of Mr. Patrick Lim, Chief Executive Officer and President of the Samuel Freshfields Foundation, due to the charitable inclinations of the Fund. Mr. Lim will have a final decisional role to play in regards to the direction that the Fund will ultimately pursue, which considers client’s expectations above all, however, there is a need for an executive manager to oversee and lead the team.

Samuel Freshfields has been evaluating Mrs. Carol Wing Wong, who is Vice President and Director of Business Development, Mr. Gordon Suen, the company’s Executive Vice President and Portfolio Manager for Real Return Strategies, and Mr. Shun Way. 

“Shun has a vast experience in collaborating with the necessary partners worldwide in order to overcome any shortages of information or influence that one might encounter when dealing with managing such an ambitious project. We are very pleased with the new developments. Congratulations to Shun”, Mr. Lim declared.

“I am honored to carry out the firm’s strategy regarding this innovative Fund and I prefer to allow the results we will bring to our clients to speak for me and my new team”, Mr. Way concluded.

About Samuel Freshfields

Samuel Freshfields is a next generation investment company that aims to give its clients access to a broad range of financial instruments and markets as well as professional advice to maximize returns. Samuel Freshfields’ investment advisory and brokerage services are multidisciplinary, allowing the company to devise custom strategies and deliver exceptional results for our clients. The company’s major goal has been to work hand-in-hand with clients to meet their investment needs. While many financial firms push one-size-fits-all products, Samuel Freshfields strives to coordinate the fundamental disciplines of the company’s dividend-growth philosophy with the unique needs of our clients regarding the growth, use and preservation of their wealth.

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