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Wealth Services

Growing, protecting and preserving your wealth.

Our Service Offering

Our wealth services are designed to meet the needs of wealthy individuals, executives and business owners with at least USD 2 million to invest.

Our Approach

Our structured advisory process ensures your Relationship Manager has a full understanding of your needs, expectations, goals and constraints right from the start.

Investment Management

You have a choice of discretionary* or advisory portfolio management services to suit the degree of control you wish to have over your investment decisions.

Research and Market Views

Access to extensive research into the world's financial markets at your finger tips. Our market research helps you to understand the latest investment trends and opportunities.

Loans and Credit

Our wide array of cost-effective lending solutions provides you the liquidity to increase your investment capacity and manage your cash flow without selling your existing assets.

Estate Planning

Estate Planning allows you to protect your wealth and transfer it to future generations. We offer a broad range of strategies and products to seamlessly transfer your assets to the next generation according to your wishes, and continue your legacy.

* Asset Management/Discretionary Investment services currently NOT available in Hong Kong Private Banking.

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Contact Us

For assistance, please call or fax us:

  • +852 2841 4888 (8:30-18:00)
  • Facsimile: +852 2841 4921

Where to Find Us

23/F Three Exchange Square
8 Connaught Place
Central, Hong Kong

External Asset Managers

We are dedicated to meeting the needs of independent asset managers and their clients.