Wealth management

Wealth management in Hong Kong

As a trusted partner we take the time to fully understand the changing needs and objectives of our clients. Relationships are built on trust, which is an important component of the successful management of your assets. We work closely with private clients, families and trusts to provide wealth management services.

Who we work with

PRIVATE CLIENT INVESTMENT MANAGEMENT

Our first investment is in understanding your objectives. We take the time to get to know our clients’ circumstances, priorities and ambitions. We use our long-standing experience and expertise to choose the investment solutions best able to deliver continued prosperity, responsibly and securely.

DFM FOR FINANCIAL ADVISERS

The Discretionary Fund Management Service is a bespoke portfolio management service for advisers with clients with assets of $700,000+ to invest. This service is for advisers looking to outsource the day-to-day asset allocation and fund selection decisions, allowing more time to focus on clients' financial planning requirements.

CHARITY PORTFOLIO MANAGEMENT SERVICE

Our portfolio management service is designed for charities with assets in excess of $1.5 million and offers:

A tailored investment portfolio
Direct investment or best of breed pooled funds
Ongoing support and excellent service from our specialist charity team
Bespoke quarterly investment reports and valuations
Attendance at trustee meetings and invitations to events
Safe custody and access to our cash management products

Our history

Schroders and Cazenove are two brands associated with businesses successfully serving clients for centuries.

Latest insights

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us.

Robert Ridland

Email Robert
+65 6800 7057

Jelmer Kattevilder

Email Jelmer
+(852) 7843 7854

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