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We provide each of our clients with a one-stop and multidisciplinary approach to manage their wealth and asset.

Our focus is to provide financial planning and portfolio management services to our clients. We meet with clients to understand their needs. We discuss, review, and agree with clients what models of financial plans will best serve their requirements. We then select from the global financial market the best available products for the clients. Upon the clients′ decision, clients’ accounts are opened in clients′ names directly with international financial institutions. Clients′ money never passes through our company.

Over the years, we have established and maintained a close affiliation with a good number of internationally reputable financial institutions, including banks, fund houses and insurance companies.

Our Principal Services:

  • Personal Financial Planning Services
  • Retirement Planning
  • Education Planning
  • Employee Benefit Schemes and MPF Advisory Services
 

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Contact Us

Address : Rooms 1103-05,11/F Wing On Centre, No.111 Connaught Road Central, Hong Kong
Customer service hotline : (852) 3588 5988
Fax : (852) 3898 1235
Email : pwmcs@htisec.com