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Wealth Planning
Our Wealth Planning team is committed to help you to preserve your family wealth and transfer it to your future generations in a sustainable manner. We are able to provide objective guidance customized to meet your personal wealth planning and succession needs. Our wealth planning specialists are experienced and specialize in providing advisory services to assist you to:
Find the best way to manage and plan for future liquidity needs;
Develop your inheritance and succession plan for various types of assets such as setting up of wealth management structures, writing of wills and establishment of other succession planning devices;
Coordinate the succession planning process by working with and drawing on the expertise of external advisors (e.g. lawyers, accountants, professional trustees and advisors of specific areas); and
Maintain your wealth planning structures.
Working closely with you, relationship managers and professional advisors, we are devoted to help you to find tailored-made solutions that fit your needs and pass on your family wealth on to your future generations seamlessly according to your wishes and continue your legacy from generations to generations.
Product & Services
Fixed income investment can enhance the risk-return of your portfolio and provide a steady income stream. Generally less volatile than equity, this asset class is a candidate for diversifying your investment. We select bonds across regions, issuers, durations, investment grades or high yields to give investors the optimal strategy to respond to the market dynamics.
Structured products are a packaged and securitized investment embedding derivatives linked to various assets like equities, bonds, currencies, rates, commodities or funds. Structured products are highly customizable to match investors’ desired risk and return outcomes. We provide structured products for different strategies, including but not limited to capital protection, yield enhancement, participation and leverage.
We provide global securities trading services across major markets round the clock, with an efficient and reliable trading platform and analytical tools.
Funds are popular with their inherent nature of diversification. The expertise of fund managers, their ability to invest across assets and regions and the economies of scale provide solutions to many investors to overcome various investment hurdles.
We select various funds globally for their performance, strategy, and fund managers’ skills and insights. We offer fixed income funds, equity funds, multi-asset funds and alternative funds to match your investment goal and risk tolerance.
We offer a comprehensive range of financing solutions providing you greater flexibility on your investments.
Contact Us
- Private Wealth Management Enquiry Hotline: (852) 2213 8038
- Email: pwm-enquiry@htisec.com
- Customer Service Hotline: (852) 3583 3388
- Private Wealth Management Centre: 8/F Li Po Chun Chambers, 189 Des Voeux Road Central, Hong Kong