Our Services
Investment Management
Investment Management
Investment Management
Investment management is our core service and what we are known for. Our team of wealth management professionals will work around your specific investment objectives and deliver real outcome based solutions that support your life goals.
Insurance Brokerage
Investment Management
Investment Management
We have a team of fully licensed insurance brokers to deal with your insurance needs from life plans, savings plans, and general insurance. We will be able to search from a wide range of insurance plans to suit your needs.
Retirement Planning
Investment Management
Financial Planning and Savings
We can provide information on Hong Kong's MPF schemes for individuals and companies and create more bespoke solutions for those with more sophisticated retirement needs.
Financial Planning and Savings
Financial Planning and Savings
Financial Planning and Savings
Taking those first steps are crucial to future success and we have a programme to help the uninitiated take those first steps in building their wealth and creating a financial plan with additional support in helping you understand how the markets and how investments behave so you have ultimate peace of mind that your first steps are the beginning of long and successful investment journey.
Global View
Financial Planning and Savings
Trusts and Estate Planning
We understand that life may take you to different parts of the world. Whether you want to send children overseas for their education, or your family wants to emigrate abroad, or if you conduct business in several jurisdictions, we have professionals on hand to advise on your specific needs.
Trusts and Estate Planning
Financial Planning and Savings
Trusts and Estate Planning
Preserving wealth is just as important as creating wealth and part of that process is to structure your wealth in a way that fulfils your needs in passing down to those of your choosing. A very sophisticated solution may be needed to meet your requirements and we have professionals on hand to help structure your wealth in the right way.
Partners
Good Wills HK
Good Wills is a Will writing company that we trust to write our clients' Wills. It was founded in Hong Kong by Amy Kwan, a Queensland and HK qualified lawyer. It provides a stress-free and personalised Will writing experience to its clients. It has also launched the first Will writing app in Hong Kong, InstaWill.
iFAST DIY Investment Account
Additional Information
An app for both iGM advisers and clients, facilitating the creation and approval of trades across multiple investment products for adviser-assisted transactions, while also catering for self-directed investments. The app is also a fully functional “Do-It-Yourself (DIY)” investment app for clients with DIY investment accounts.
The iGM app lets you invest in Stocks, Bonds, Exchange Traded Funds (ETFs) and Unit Trusts with the flexibility of a self-directed investment account. It comes with access to professional investment advice from a dedicated financial adviser. Aggregate your investments on the iGM platform and view consolidated portfolio holdings on demand. Two-Factor Authentication (2FA) with Biometrics for security and ease of use.