VISION AND STRATEGY

The vision of CGIG is the premier brand and to continue to dominate its market leader position as one of the largest independent local insurance intermediaries in the Hong Kong market.To achieve this, CGIG is devoted to deliver professional, high quality and value added service to customers with timely, responsive and appropriate solutions.

Moving towards this direction, CGIG has adopted to develop a mutually beneficial and long-term relationship with its business partners – customers, agents, brokers and insurance principals.

CGIG’s mission is to outperform other market players; it is working towards this target by excelling the critical success factors – efficiency, flexibility, loyalty, professionalism and teamwork.

MARKET POSITION

In a market-driven environment, CGIG has strengthened its position as a market leader in local insurance industry.To further gain a foothold in this industry, CGIG not only adapts itself to the dynamic environment forces but also identifies and leverages its resources and competences which yield new opportunities and provide competitive advantage.

CGIG has a very solid customer base consisting of small and medium size enterprises of diversified industries.The resources of CGIG will also align to the development trend of Hong Kong which focuses on financial sectors, logistics, tourism, SMEs, technology, creative industries, etc.

With the full support from its loyal customers and ‘long-term relationship’ partners, CGIG rests assured to be the premier brand in the insurance market.

COMPANY STRUCTURE

Charter Gilman Insurance Holdings Limited (“CGIH”) is the holding company of the Group in Hong Kong.The operating business units of the Group are illustrated in the chart below.

CGIA and GIS represent a number of reputable Local and International Insurers in the region and still maintain their recognition of the original brand; whereas CGIB and GIC have free choices of insurers.Nowadays, CGIA and GIS represent a total of five reputable insurers mainly on a managing general agency or an underwriting agency basis.

Insurers Country of origin of the ultimate holding company Represented by
MSIG Insurance (Hong Kong) Limited Japan CGIA
Falcon Insurance Company (Hong Kong) Limited Canada CGIA
China Taiping Insurance (HK) Company Limited PRC GIS
QBE Hongkong & Shanghai Insurance Limited Australia CGIA/GIS
AXA General Insurance Hong Kong Limited France CGIA

MANAGEMENT

Hei Wong, PhD, MBA, BCom, ANZIIF (Fellow)

Managing Director

Hei Wong has been working in the profession of insurance for over 35 years. He undertook his PhD in Finance with Shanghai University of Finance and Economics after obtaining his MBA and Bachelor of Commerce majoring in Accounting and Finance.He is a Fellow member of The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) by examination.Hei started his insurance career in a general insurance company in 1981.In 1992, he joined a JV company of New World Insurance Group of Companies in Thailand and since then he had been responsible for various divisions of the group in South East Asia and Greater China region.

Hei is the founder member and first President of the ANZIIF Hong Kong Branch andBrokersLink Asia Pacific. BrokersLink (www.brokerslink.com) is one of the leading global brokerage organizations employing over 10,000 professionals with coverage more than 100 countries.

He is very committed to the community where he lives.He is the Chairman of Insurance and Risk Management Services of Guangdong-Hong Kong-Macao-Bay Area Economic and Trade Association. Hei has been awarded as a Honorary Life Fellow member of ANZIIF in recognition of his work and contribution to establish the Hong Kong Branch and opening up the mainland China market for the Institute.

Feature Yip, BCom, ASII, ANZIIF (Snr Assoc), CIP

Senior Advisor

Feature has over 40 years insurance experience in underwriting and brokering industry with various international insurance, reinsurance and broker companies in Hong Kong and Singapore. He is one of the founders of PSC Insurance/Globe Risk Consultants Hong Kong and is a key member in helping to expand the brokerage business of PSC in Hong Kong.

Feature holds a Bachelor Degree in Commercial Science. He is an Associate member of Singapore Insurance Institute and a Senior Associate of Australian and New Zealand Institute of Insurance and Finance.

Herman Cheung, ACII, Chartered Insurance Broker

General Manager

Herman joined the original Gilman Insurance Agencies business in 1987 but also has many years working experience in one of the Hong Kong major insurance companies, Carlingford Insurance Co. Ltd (a wholly owned subsidiary of HSBC).He is responsible for underwriting and provides technical support on specialty classes.In addition, he has been a member of one of the Insurance Federations’ technical bodies and has been working as an Executive Committee Member of Professional Insurance Brokers Association. He is also a holder of Insurance Broker Qualifying Certificate of P.R.C.

Alan Cheung, BSc (Hon), ANZIIF (Snr Assoc)

Assistant General Manager

Alan has been working in the profession of insurance for more than 30 years. He has a wide exposure and experience in the insurance field and has been holding managerial positions in major insurance companies and intermediaries for years in Hong Kong and UK. Alan now has responsibilities for the overall operation of CGI brokerage division with particular involvement in strategic account servicing and business development.He graduated from University of London with a Bachelor Degree in Economics and Management and is a senior associate member of The Australian and New Zealand Institute of Insurance and Finance.

Gilbert Shing, FLMI (Fellow), ACS (Associate)

Account Director and Compliance Officer

Gilbert started his insurance career with an international life assurance company over 30 years ago after his graduation from City Polytechnic of Hong Kong (now known as City University of Hong Kong) with a professional diploma in Company Secretaryship and Administration under Department of Accountancy. He joined a local insurance brokerage company in 1993 and was responsible for servicing a number of major corporate clients with needs of special lines of insurance including D&O, PI, products liability and trade credit. Over the last fifteen years, Gilbert was responsible for co-ordinating a high end medical insurance portfolio in Greater China region for a London based legal expenses and health insurance underwriter. He joined CGIB in 2020 with the responsibility in development of special lines of niche portfolio as well as compliance of regulatory issues and etc. Gilbert is a Fellow member of Life Management Institute (LOMA).

Bailey Kwok BSoc Sc (Hon)

Account Director (at Globe)

Bailey was graduated from the City University of Hong Kong with a Bachelor’s degreeof Social Sciences in International Studies. He has been developing his insurance career since 2008. At that time, he joined an in-house insurance broker company for one of the biggest conglomerate groups in Hong Kong. He was responsible for servicing major corporate clients for special lines of insurance including construction and product liability.After joining Globe Insurance Group, Bailey is majorly responsible for business development on SME business by strengthening both internal and external sources, as well as designing promotion campaigns for strategic partners.

GLOBE INSURANCE CONSULTANTS COMPANY LIMITED (“GIC”)

GIC is a specialist insurance broker company and a pioneer in emerging risk, apart from providing full range of traditional general insurance, employees’ benefits, industrial risks, trade credit and contingency & entertainment insurance to many local SME clients.

GIC’s Patent & IP Insurance Team provides patent and intellectual property (including licensing agreement liability) insurance to a wide spectrum of business clients, like research and development, software, branding and design, life science, technology, creative industries, energy, manufacturing, automotive, packaging, design and advertising companies. We also connect with other patent attorneys, intellectual property lawyers and trademark agents. This team also liaises with the Intellectual Property Department of the Hong Kong Government, Hong Kong Trade Development Council, Licensing International, local universities and other industry groups and associations for promoting the awareness of intellectual property and licensing to the industrial and commercial sectors in Hong Kong.

In addition, we are also focusing in life science R&D, we provide insurance services for covering financial loss, patent defense, clinical trials and products liability for companies involved in life science R&D, such as drug development, medical device development, clinical research, pre-clinical testing, contract manufacturers, and clinical trials.