Investment Services

Our team in Hong Kong are working to structure your investments properly – so they meet your needs now and in the future.

Your circumstances will certainly be unique but, having built wealth, it’s likely that you’ll want to maintain its value, use it to create some form of income and minimise tax. Any robust investment plan must also be flexible enough to adapt to changing priorities through your life.

Shaping an investment plan needs you to consider what’s most important– both over the short and long term. It’s important to take time to think about what you want to achieve with your wealth. Your own personal circumstances will help you understand what you have available to invest, and when you may need capital available. Some of the main considerations when starting to think about your investments include whether you are planning to buy property, undertake an international move, set aside funds for children or grandchildren, or boost your retirement income.

Analysing your financial needs enables a well-thought through investment plan to be created which help you determine how to use your wealth to achieve your goals.

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Full list of services

Global reach

  • Belgium
  • Cheltenham
  • Dubai
  • Exeter
  • Hong Kong
  • London
  • Singapore
  • Worthing
  • UK

Belgium

Belgium

Avenue de Tervurenlaan 168, bte 14,
1150 Brussels, Belgium

– View on Google Maps Contact our Belgium office

Cheltenham

Cheltenham

Pure Offices, Cheltenham Office Park,
Hatherley Lane, Cheltenham,
Gloucestershire, GL51 6SH

– View on Google Maps

Dubai

Dubai

Emirates Financial Towers, Level 3,
North Tower, Office 310, PO Box 507290,
DIFC, Dubai, United Arab Emirates

– View on Google Maps Contact our Dubai office

Exeter

Exeter

The Senate, Southernhay Gardens,
Exeter, Devon, EX1 1UG

– View on Google Maps

Hong Kong

Hong Kong

Room 2603B, Tower 1,
Lippo Centre, 89 Queensway,
Admiralty, Hong Kong

– View on Google Maps Contact our Hong Kong office

London

London

First Floor,
8-10 Grosvenor Gardens,
London, SW1W 0DH

– View on Google Maps

Singapore

Singapore

6 Battery Road #16-04/05,
Singapore 049909

– View on Google Maps Contact our Singapore office

Worthing

Worthing

Crescent House, Crescent Road,
Worthing, West Sussex BN11 1RN
(Use BN11 1RL for Sat-Nav )

– View on Google Maps Contact our UK office

United Kingdom

Worthing (Head Office)

Crescent House, Crescent Road,
Worthing, West Sussex BN11 1RN
(Use BN11 1RL for Sat-Nav )
– View on Google Maps Contact our UK office
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Dedicated offices worldwide providing financial advice across the globe

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