Wealth management

Wealth management in Hong Kong

We offer an investment-led wealth management service that applies independent and tailored client advice across an open architecture platform. This approach is supported by the institutional buy-side investment expertise of the Schroders group and enhances our position in working alongside clients as their trusted advisers.

Who we work with

WEALTH MANAGEMENT PROFESSIONALS

For existing Wealth Management Professionals looking for an open architecture and multi-custodial platform through which you can offer independent advice to your clients, we offer this differentiated approach and can help you make this transition.

FAMILY OFFICES

We work flexibly with family members, often across generations, as well as their family offices and advisers to manage their investments and more. As well as meeting their financial objectives, many clients look to us for advice on wider goals including purpose-led investment and sustainability.

PRIVATE INDIVIDUALS

Your wealth will play a pivotal part in your future. By guiding your investments and helping you plan, we can ensure you achieve your ambitions.

CHARITIES & FOUNDATIONS

Our specialist team provides a range of services to help Charities & Foundations meet their goals. Our portfolio management service is designed for Charities & Foundations with assets in excess of $1.5 million.

Our history

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

Recent Awards

WealthBriefingAsia

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

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

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