Rockpool Capital Limited
Rockpool Capital Limited is a boutique integrated wealth management firm based in Hong Kong, founded in 2017. The company specializes in tailored investment solutions and asset management services. It is authorized and regulated by Hong Kong’s Securities and Futures Commission, ensuring compliance with local financial regulations. Rockpool has a team...
KGI Asia
KGI Financial Holding is a Taiwan-based financial services group with a diverse range of subsidiaries that provide banking, securities, brokerage, and investment services. Founded by Jeffrey Koo Sr. and the Koo family, KGI operates through key subsidiaries such as KGI Bank and KGI Securities.
KGI Bank offers retail and corporate...
JS Wealth
JS Wealth was founded in January 2017 by Jason Yau. JS Wealth serves High Net Worth Individuals and family trusts and estates.
The mission for JS Wealth is to be the best multi-family office in Asia with outcomes-based planning and bespoke solutions. We believe in simplicity and transparency. We believe...
Invest Islands
Invest Islands is a real estate investment company that specializes in strategic property investments in Indonesia. The company aims to help investors grow their wealth while promoting sustainable development and enhancing local communities. Invest Islands operates as a business brokerage and consultancy, offering tailored solutions to navigate the Indonesian real...
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IFPHK was established in June 2000 as a non-profit organization for the fast–growing financial industry. It aims to be recognized in the region as the premier professional body representing financial planners that uphold the highest standards to benefit the public.
The Institute is the sole licensing body in Hong Kong...
Hubbis
Hubbis is a platform dedicated to the Asian wealth management industry. It offers a variety of content and services, including news, articles, surveys, white papers, and thought leadership pieces. The company aims to foster interaction within the wealth management community by providing practical and independent insights.
Hubbis serves as a...
Hang Seng Bank
Hang Seng Bank, established in 1933, is a prominent financial institution in Hong Kong. It began as a money changing booth and has grown into a major player in banking and financial services. The name "Hang Seng" means "evergrowing" in Chinese, reflecting the bank's commitment to continuous expansion and innovation....
Haitong International Securities Group Limited
Haitong International Securities Group Limited, based in Hong Kong, is a prominent international financial institution and a subsidiary of Haitong Securities Co., Ltd. Founded in 1973, the company has established a global presence in major financial markets, including Hong Kong, Singapore, New York, London, Tokyo, Mumbai, and Sydney. It was...
FundKernel InvestTech WealthTech
FundKernel is on a mission to unite the fragmented value chain of alternative investments by building the world's largest digital ecosystem that connects product sourcing, due diligence, paperless order processing, and transparent reporting in a single platform.
FundKernel's D3M Curation Engine is the industry's first fully digitized the curation engine...
FTLife Insurance Company Limited
FTLife Insurance Company Limited, now known as Chow Tai Fook Life Insurance Company Limited, is a leading life insurance provider based in Hong Kong. Established in 1985, the company has a rich history and is wholly owned by NWS Holdings Limited. With over 400 employees, FTLife offers a wide range...
Frontier Financial Advisory Services Ltd
Frontier Financial Advisory Services Limited is a fast-growing asset manager and wealth consultant. Our purpose is to provide our clients the most sustainable, secure and trust-worthy financial future with the philosophy of "Leading from the front". We offer a wide range of innovative solutions for our clients by working with...
Fosun Wealth
Fosun Wealth International Holdings Limited and its subsidiaries (collectively referred to as "Fosun Wealth") is a prominent integrated financial technology services platform wholly owned by Fosun International (stock code: 656.HK) in Hong Kong, which plays a key role in Fosun International's "Wealth" segment. Relying on Fosun's strong industrial advantages and...
Fargo Wealth Group
Fargo Wealth Group is a digital-first multi-family office based in Hong Kong, focusing on the China and Asia-Pacific regions. The company serves next-gen innovators and their families, particularly those who have rapidly accumulated wealth in sectors like Technology, Media, Telecommunications, biotech, and new consumption.
Fargo Wealth offers a wide range...
EverCrest Capital Limited
EverCrest Capital is dedicated to addressing key challenges in wealth management, offering comprehensive, one-stop services tailored to each client's needs. Prioritizing our clients' best interests, we provide customized asset allocation and wealth solutions designed to align with their financial and life goals. Our approach is focused on generating stable, long-term...
Emperor Financial Services Group
Founded in 1978 , Emperor Financial Services Group ("EFSG") is a member of Emperor Group specializes in providing precious metals and forex trading services to customers in Hong Kong.
Over the past four decades, we have established a strong presence in Hong Kong and built a trustworthy reputation with our...
DL Holdings Group
DL Holdings Group(1709.HK) is a one-stop and full range of financial services group which set up headquartered in Hong Kong and with offices in Shanghai, San Francisco, Singapore. DL Holdings, a holder of Hong Kong Securities and Futures Commission licenses, can engage in Type 1 (securities trading), Type 4 (advising...
China Citic Bank International Ltd
China CITIC Bank International Limited ("CNCBI"), a major offshore platform of commercial banking business of the CITIC Group, is 75%-owned by CITIC International Financial Holdings Limited ("CIFH"), which in turn is a wholly-owned subsidiary of China CITIC Bank Corporation Limited ("CNCB").
China CITIC Bank International's footprint in Greater China includes...
BOC Group Life Assurance Company Limited
BOC Group Life Assurance Company Limited ("BOC Life") was founded in Hong Kong and has served the local market for years. We have grown to be one of the top life insurance companies in Hong Kong, with a commitment to offering comprehensive services in life insurance, wealth management and retirement...
Bank of China
Bank of China (Hong Kong) Limited ("BOCHK") is a leading commercial banking group in Hong Kong with strong market positions in all major businesses. We have the most extensive local branch network and diverse service platforms in Hong Kong, including more than 190 branches, 280 automated banking centres, efficient e-channels...
AIA Hong Kong and Macau
AIA Hong Kong & Macau has always recognized the importance of engaging in people's lives. We uphold our brand promise of being a real life company to make a positive difference by helping people live longer, healthier, and better lives. We have gained insights from serving our customers over many...