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Top Wealth Management Consultants to Help Manage Your Finance

By Jenny Leung 10 January 2019

Whether you're looking to plan your finances for the future or invest your savings, it’s always a good idea to enlist expert help. Lucky then, that Hong Kong has a range of top wealth management companies that can help you do just that. To help you get things started, we’ve put together a list of some of the best wealth management companies in town who are here to lend a helping hand.

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Franklin Templeton Investment

Guaranteed to deliver exceptional asset management services for its mixed clientele of institutional, retail, and high-net-worth clients, Franklin Templeton is world-renowned for its specialised investment teams with distinct styles and rigorous compliance. With 42 research offices around the world, the company’s very own research network allows each investment professional to share their ideas, firsthand data of local culture and economies, as well as other potential risks to one another at an instant, giving them the ability to find the best investment opportunities for each respective client.

Franklin Templeton Investments (Asia) Limited, 17/F, Chater House, 8 Connaught Road, Central, (+852) 2877 7733

CF Wealth Management

Dedicated to running a client-focused business that places its clients at the centre of everything they do, CF Wealth Management provides a wide range of services such as investment, retirement, inheritance tax and protection planning, as well as other services like estate planning. Not only can CF Wealth Management effectively managing your investments with the company’s distinctive approach, but clients also have regular face-to-face meetings with a dedicated financial adviser who, with a professional client-servicing team working alongside, can ensure that all your queries and requests are dealt with in a personal and timely manner.

CF Wealth Management St. James's Place (Hong Kong) Limited, 1/F, Henley Building, 5 Queen's Road, Central, (+852) 2824 1083

Winland Wealth Management

Established in 1970, Winland Wealth Management is different from any other financial advisors out there in the city. As a licensed wealth management boutique with custodian rights, Winland is self-contained and have no obligations to any banking institutions, which means that while they do offer a range of mainstream investment products, the company’s trustworthy and knowledgeable advisors will also take time to inform clients about various types of tangible and intangible assets, along with expert advice and solutions based on each individual’s true wealth management needs.

Winland Wealth Management, 19th Floor South China Building, 1 Wyndham Street, Central, (+852) 2882 0066

Carret Private Investments

Founded by Philip Carret, a Wall Street icon who pioneered the concept of “value investing”, Carret Private Investment is a leading private investment company with a value-driven philosophy that always puts the clients first. With over 90 years of experience in the Asian financial markets, Carret focuses on each individual’s specific needs, risk tolerance, and structures when designing their investment portfolios. The company also has a strictly-followed “12 Commandments of Investing” listed on its website, so you can be sure that your finances are in safe hands at all times

Carret Private Investments Limited, Unit 2A, A/F, Beverly House, 93 - 107 Road, Wan Chai, (+852) 2973 1200

Wealth Management Group (WMG)

Established by a group of financial industry professionals, Wealth Management Group is a financial management firm that provides a vast range of investment, insurance, and commercial administrative services to individuals, companies, and families in Hong Kong. Offering fully personalised services and seamless solutions, the team of financial experts at WMG will also go one step further to liaise regularly with clients to monitor and adjust lifestyle changes accordingly. Placing clients at the core of the business, WMG is a bespoke wealth management alternative that can help you define objectives, create comprehensive and cohesive plans, and refine each client’s vision for their financial future.

Wealth Management Group, 2001B, 30/F, 118 Connaught Road West, (+852) 3112 0530

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Jenny Leung

Senior editor

Born in Hong Kong and raised in the UK, Jenny grew up with the best of both worlds. She loves just about anything to do with music and doesn’t shy away from belting out a tune or two when it comes to karaoke. If she’s not out and about exploring the city and practising her photography skills, she’s probably tucked up in bed with a book or glued to her laptop doing her online shopping.