Abstract

In a decade's time, Convoy Financial Services Ltd, the brainchild of two entrepreneurs, had gone through the turbulent background of the Asian financial crisis, SARS, the dot-com bubble and the 2008 financial tsunami, and developed into one of the best independent financial adviser (IFA) firms in Hong Kong. As the foam settles from the financial tsunami, Convoy was seeking to position itself beyond Hong Kong to become a regional player.