Financial Freedom starts with financial literacy.

I’m Charlene, ex-JPMorgan and a Chartered Financial Analyst (CFA) with a decade of experience in finance across Asia and Europe. Wall Street makes finance so complicated and I’m here to simplify finance and share money tips.

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Charlene COng, CFA

I’m Charlene, ex-JPMorgan and a Chartered Financial Analyst (CFA) with a decade of experience in finance across Asia and Europe.

I believe finance is NOT only for the privileged rich; finance is for EVERYONE! Wall Street makes finance so complicated and I’m here to simplify finance and share money tips.

I started as a banking journalist in Hong Kong, investigating how multi-millionaires and billionaires invest. After, I joined J.P. Morgan, serving private bank clients. Later, I joined a wealthtech firm situated right in the global wealth centre, Switzerland.

My job was all about making the rich even richer and I increasingly felt in my gut: it’s time for a change. That’s why I started this channel with the mission to empower everyday people to work towards financial freedom🚀

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John Woods, Chief Investment Officer, APAC, Lombard Odier, ex-CIO for Credit Suisse

“Charlene possesses that rare ability to take complex financial concepts and make them accessible to a wide audience, reflecting her great communication ability and understanding of finance.”

John Woods, Chief Investment Officer, APAC, Lombard Odier and ex CIO at Credit Suisse

“Charlene possesses that rare ability to take complex financial concepts and make them accessible to a wide audience, reflecting her communication  ability and understanding of finance.”

Arjan de Boer, Head of Markets, Investments and Structuring, Asia, Indosuez Wealth Management

“As a qualified CFA charterholder with a deep understanding of investments and finance – which is rare in the media industry – Charlene is an extremely competent individual with an outstanding personality.”

Arjan de Boer, Head of Markets, Investments and Structuring, Asia, Indosuez Wealth Management

“As a qualified CFA charterholder with a deep understanding of investments and finance – which is rare in the media industry – Charlene is an extremely competent individual with an outstanding personality.”

Watch & Learn
GET INSPIRED WITH MY YOUTUBE CHANNEL

Investing tips | Financial Market | 2024

This video presents the 4 Most Profitable Investments for 2024, based on comprehensive research and analysis of reports from major financial institutions like UBS, JPM, BlackRock, HSBC, and GS.

Finance Books recommendation | 2024

As we step into 2024 and if reading finance books is part of your New Year’s goals, here are my top five book recommendations. These are carefully selected to enrich, enlighten, and entertain.

4 Unspoken Rules for Dating and Investing 

The four unspoken rules that are equally applicable to both your dating and financial life. By mastering the rules,  you’ll unlock the path to success in both dating and investing.

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