About Us

The leading wealth solutions provider for high-net-worth individuals, their families and businesses.

 

Our Background

 

Elite Training and Academy is an industry-leading training institute for up-and-coming wealth planners and practitioners. Participants will benefit from the expertise of our global team, who bring extensive experience across tax, banking, fiduciary, and insurance sectors, ensuring that all attendees gain valuable insights and practical knowledge in providing comprehensive wealth solutions for high net worth individuals and families.   

 

Key Objectives

1. Develop and enforce international-level professional standards for the wealth planning industry

2. Ensure high quality training is easily accessible for industry players to advance in their career

3. Elevate the competency of wealth planning in the region through recognised certification programmes

4. Grow public awareness and understanding of the importance of wealth planning

Ivy Suen

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Professional Academic Partners

 

Elite Training and Academy has been the chosen academic partner of the PAMA institute, the Hong Kong Management Association (HKMA) and international universities for more than 15 years.

 

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PAMA Institute

PAMA Institute is an accredited institute by the American Association for Higher Education & Accreditation (AAHEA) that collaborates with well-established professional bodies and international universities for the mutual recognition of certification programmes and industry professional status.

 

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The Hong Kong Management Association

The Hong Kong Management Association (HKMA) is a non-profit with 60 years of history working to improve the effectiveness and efficiency of business enterprises in Hong Kong. The organisation aims to be a leading advocate for the advancement of management excellence in Hong Kong and the region.

 

 

Expert Advisors

Peter K.T. Lee

Peter has spent over 35 years in trust and fiduciary, specialising in family trust structuring for high-net-worth individuals across Asia. He moved from ABN AMRO Bank’s Hong Kong Trust office to the Netherlands for six years before returning to Hong Kong to join DBS Bank Hong Kong, leading their family trust services department. He has also held the role of Director of DBS Bank Hong Kong trustee companies in Hong Kong, Jersey and New Zealand.

 

As a Chartered Company Secretary (UK and HK), Peter has been a part of global trainings across Amsterdam, London, Jersey and Singapore. He recently retired but is still an active mentor and trainer for numerous trust and asset planning programmes.

Ivy Suen

Ivy Suen is the Chief Strategy Officer at Group E Company Limited, where she leads group strategy and oversees operational activities across different markets. Drawing on over 25 years of industry experience, Ivy has emerged as an expert in the industry, advising ultra-high net worth families, individuals and corporations on complex wealth planning needs through personalised and comprehensive trust, fiduciary and insurance solutions, adaptable to the ever-changing financial and regulatory market.

 

Ivy had previously worked in a management role with international private banks, leading their trust and wealth planning divisions. Her work and oversight led to two major offshore insurance brokers, one based in the US and another in the UK, to expand their business to Asia. Both companies have since become market leaders in providing insurance brokerage and wealth planning services to ultra-high net worth clients in the region.