Amelia Wong

Amelia joined Craigs as an investment adviser in September 2018.

Amelia has worked in the financial markets for over 20 years. She has extensive experience in New Zealand and offshore in investment banking, as a sell side equity research analyst, and fund manager. She lived and worked in New York for eight years, including with Morgan Stanley, Sanford C. Bernstein, and Rockbay Capital, a New York City hedge fund. Locally, she was previously on the investment team at Mint Asset Management, and the senior management team at NZX. She joined Craigs from Constellation Capital, the fund she founded in 2014.

Amelia works with many New Zealand individuals, families and trusts, managing customised investment portfolios to best achieve her clients’ investment goals.  She also works with clients seeking NZ residency through NZ’s investment visa programmes (including parent retirement visas and Active Investor Plus visas)

Amelia is a Craigs Investment Partners approved DIMS adviser.

Amelia 出生于香港，十二岁时随家人移居新西兰。她在奥克兰长大，并在奥克兰大学获得了商业与法律双学位 (BCom/LLB) (荣誉学位)。她还在美国排名前五的商学院， 芝加哥大学布斯商学院 (University of Chicago Booth School of Business) 获得工商管理硕士 (MBA)。

在过去的 20 年里，她一直从事金融市场和投资管理的工作，获得新加坡、纽约和奥克兰等国际经验。她于 2018 年加入 Craigs，担任投资顾问。

Amelia 热衷于与客户合作，帮助他们构建和管理投资，以实现其财务需求和目标。其中包括申请新西兰投资者签证计划 Active Investor Plus Visa, 一类投资移民下的新西兰居留权的客户。她能讲英语和粤语。