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Expert Guidance

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.

We can help you create a strategy incorporating existing arrangements as well as implementing new structures to accumulate the capital required to meet your financial goals. This will involve careful analysis of the exact amounts of money needed at the various stages of your life and how best to meet those needs using vehicles which will incorporate all of the criteria specific to you. This means using secure, reputable institutions to manage your money, and performance in line with your personal risk profile, flexible investment plans which can change as your life develops, and providing ongoing advice to work with you for the entire term of your investment, should you wish.

We can conduct a complete review of your company pension scheme, government schemes, private arrangements, and give you best advice on any restructuring required and how to take advantage of the tax system in Hong Kong to enhance your planning. For those clients who have worked in the UK or EU in the past we can also offer advice on pension transfers and SIPPS.

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The Path to Success

Many of our clients have accumulated capital, whether from savings, sale of a property or a business, bonuses, inheritance and so forth. Making decisions on how to invest this money needs to be done after careful consideration and research.

Our advisers are trained and qualified to give you advice on how to structure capital investments to strategically meet your needs, whilst retaining flexibility should your circumstances change, or new opportunities present themselves.

High Net Worth Wealth Management service For higher net worth clients, the requirements are often more complex. Such clients will then be given the opportunity to move to our comprehensive wealth management offering. A team of professional asset managers will be employed on a full-time basis, on your behalf, to manage your investments in accordance with your risk profile and goals. This enables you to sleep soundly at night knowing that your assets are in the safest possible hands.

A Comprehensive Approach

We offer the most individually focused wealth management. Our discretionary and stockbroking services are for investors who have specific investment requirements or preferences, or who want to delegate control of their investments. A dedicated Investment Manager will work with you to create a bespoke portfolio matched to your individual needs and will manage it for you on a discretionary basis.

Our discretionary portfolios provide you with access to a wide range of assets for investment, including direct equities, and are designed to meet your individual requirements.

Through our stockbroking services, we offer advice on individual investments, including direct equities, but you continue to manage your own portfolio. On the other hand, if you know exactly what you want to buy and sell, our stockbroking team can provide a straightforward dealing service.

Both our discretionary and stockbroking services enable you to bring across assets you may already hold with other providers, including cherished holdings. It gives you the convenience of having all your assets in one place, coupled with a more personalized and dedicated approach to looking after your portfolio. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.