Independent wealth management
We are a private, independent wealth management firm. We've been in business for over a decade, advising on and managing the investment portfolios and and tax planning strategies of our wealthy clients and their families.
Over the years our clients have dispersed across nineteen different countries. Yet our client retention speaks for itself: over the past eleven years, more than 96% of our clients have chosen to stay with us*.
So you can rest assured that, regardless of whether you continue to live in Hong Kong or move elsewhere, we know how to keep on taking care of you and your wealth, wherever you may go.
Tax bulletin
Licensing, Memberships and Client Retention
Licensed as an Investment Advisor with the Hong Kong Securities and Futures Commission
Member of the Hong Kong Confederation of Insurance Brokers
Member of the International Financial Planning Association
Client Retention rate of 96% since incorporation March 2002
*calculated as [sum of (number of terminations in year/ number of clients in year]/ number of years