PLAN:
A clear plan is key in helping you meet your longer-term goals e.g. a comfortable retirement.
Financial Institutions
We collaborate with leading High Street brands because they trust us. For nearly 16 years, Advisino Invest has earned a strong reputation among institutional brokerages for consistently delivering exceptional results to its clients.
Retail Investors
At Advisino Invest, we believe that if you've worked hard for your money, you deserve the same opportunities as the top 1% to make it work for you. Now, Advisino Invest is proud to serve everyday retail clients alongside our institutional and corporate partners.
Corporate Clients
Advisino Invest provides top-tier consulting to leaders in finance and venture capital, helping them stay ahead. Our experts craft tailored solutions to meet their unique needs.
Get To know US
Advisino Helping You Navigating Your Path to Financial Freedom
Advisino Invest Limited is a leading financial advisory firm serving clients in Hong Kong since 2009. With a team of seasoned experts, we provide personalized investment solutions to help clients achieve their financial goals. Our services include portfolio management, wealth planning, retirement planning, and more. Committed to excellence, we take great pride in serving our clients worldwide with the trusted Advisino Invest tradition they rely on.
At Advisino Invest, we provide expert guidance to help you grow and secure your wealth with confidence.
Our Institutional Partners
What We Do
Our Investment Management Approach
We recognize that everyone’s financial journey is different, That is why our approach to financial and investment planning is based on individual goals. To understand these goals and help provide peace of mind throughout your life we work with you in three phases:
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DESIGN:
Designing an investment portfolio that considers your time horizon, your attitude to risk and your capacity for risk.
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REVIEW:
Helping you stay on track to reaching your goals through changing market and personal conditions. Achieving financial security doesn’t happen by chance. It needs vision, a long-term commitment and the help of experts to create and execute the plan. It also needs successful investment of your money.
We understand the critical responsibility we are given when clients entrust us with their money. That’s why we decided to take a radical and effective approach to investment management. It allows our In house consultants the freedom to focus on what they are best at – helping clients plan their finances – supported by the knowledge that the selection and vital day-to-day monitoring of those managing their clients money is being done by experts. Quite simply, the aim of our investment approach is to give our clients peace of mind, allowing them to get on with their lives without having to worry about how their money is invested or who with. We believe that it gives our clients the best chance of achieving superior investment results over the medium to long term. We adopt a radical and effective solution to the risk of investing, offering our clients access to fund managers of outstanding ability and the opportunity to truly diversify their investment portfolio. We wanted the freedom and flexibility to access the skills of the best investment managers around the globe to help our clients achieve their financial goals. For that reason, we employ a small number of inhouse fund managers but also carefully select and contract a number of external managers to manage our range of funds. This approach enables us to provide our clients with unique access to fund management expertise that is often only available to large institutional investors or overseas retail investors. These exclusive relationships are what help sets our approach apart, providing clients with diversification and expertise on a global scale that is beyond other wealth managers.
Advisino Invest has been mastering and refining wealth management strategies since 2009 through a structured three-step approach. First, we conduct a thorough assessment of our clients' financial situation, analyzing income, expenses, assets, and investments to identify opportunities for growth and efficiency. Next, we develop a customized strategy that aligns with their financial goals, balancing risk, optimizing investments, and ensuring long-term security. We provide ongoing monitoring and adjustments, regularly reviewing and adapting financial plans to keep pace with market trends and life changes. This proactive approach ensures our clients stay on track to achieve lasting financial success.
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Years in Operation
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Plus Markets & Asset Classes Traded
Disclosure
Risk warning: Trading carries a high level of risk since leverage can work both to your advantage and disadvantage. As a result you should never invest money that you cannot afford to lose. Before trading in the complex financial products offered, please ensure to understand the risks involved.
Disclosure: Advisino Invest Limited, a Company limited by shares that are formed and registered under the Laws of the Hong Kong Securities and Futures Commission under license number 000001143, authorized and regulated by the Financial Services Regulatory Authority (“HKFS”) business registration number 51085047, is a duly licensed Category 3A Firm authorized to provide financial products and services to persons who meet the qualifying criteria in the SEC Conduct of Business Module. The proposed financial services and/or the provided marketing material, promoted products, or communicated information is only available to those who meet this criteria and should not be distributed to those outside of those meeting the qualifying criteria, the (as defined under the rules of the SEC).
Disclaimer: The content of this page is for information purposes only and it is not intended as a recommendation or advice. Any indication of past performance or emulated past performance included in advertisements published by Advisino Invest Limited is not a reliable indicator of future results. The customer carries the sole responsibility for all the businesses or investments that are carried out.
Curating Success Stories Through Finance!
Luxury Living Starts With Smart Investing!
By providing tailored financial strategies that align with individual and lifestyle goals. We analyze market trends, diversify investment portfolios, and offer insights on high-value assets such as real estate and markets. By leveraging our expertise, clients can optimize returns while minimizing risks, ensuring sustainable wealth growth. This strategic approach enables individuals to enjoy a luxurious lifestyle today while securing their financial future for tomorrow.
Consulting
Investment
Business
Financial Planning
Whether you are planning for retirement or simply having the choice of working or not, that is to say Financial Freedom, you need a coherent financial plan.
Wealth Management
Many of our clients have accumulated capital, whether from savings, the sale of a property or a business, bonuses, inheritance, investments, and so forth.
Full Service Brokerage
We offer the most individually focused wealth management. Our discretionary and stockbroking services are for investors who have specific investment
Call For More Info
+852 5808 0905