We believe clients should be treated as unique individuals, so we deliver bespoke solutions for their needs.
We take delierate steps in understanding their unique circumstances and learning about their future goals and aspirations.
Our clients’ inputs are very much part of our recommendations, we put their needs at the centre of our consultation process.
We believe that wealth management is so much more than managing wealth, it’s about making lives better and making dreams come true.
We understand our clients are extremely busy, so we aim to offer a holistic service for all of their financial needs in one place. This includes financial planning, protection, tax and legal aspects of wealth management, estate and succession planning and all the nuances in between.
We offer the convenience and the consistency of managing all aspects of their private wealth in one place via their own dedicated wealth manager. We have teams of experts dedicated to helping our clients attain financial peace of mind.
We believe in trusted, long-term relationships with our clients, and fulfilling our promise to deliver our gold-standard service.
We understand that wealth management is dynamic in nature because markets change. Even more so, lives change, mostly for the better but sometimes for the worse.
We promise to deliver the best service for our clients and to foster reassurance and security throughout their life journey whatever the future may bring.
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.
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.
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.
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.
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.
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.
The minimum investment is HK$3m or equivalent in other currencies. A lower starting amount may be considered in particular circumstances.
It depends on the solution built for you but we typically charge an upfront fee for advising you and setting you up and an ongoing management fee for managing your account and servicing your needs. There are typically no switching fees, performance fees, nor exit fees.
Your account is administered by iFAST Global Markets in Hong Kong and your underlying assets are typically globally diversified. Your wealth is held in your segregated client account as per regulations. You may opt for an offshore account which may be discussed as part of your consultation.
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.
JS Wealth code: IHK00018