Define, refine, protect

Our Why

We help clients to define, and then refine, their vision of the future and their personal values. With these agreed it is then possible to discuss with clients the objectives that need to be achieved to realise their vision. 

Our Focus

Wealth Management Group (WMG) is a 360 degree financial management firm providing investment, insurance, legal and commercial administrative services. Our clients are individuals, companies and families.

The client is at the core of our business.

Weal1h Management Croup Limited is regulated in Hong Kong by the Securities and Futures Commission. CC reference ANM279 and by the Professional Insurance Brokers Association. Membership No. 067Z

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FAMILY OFFICES

Financial Families have the ability to receive wealth management services through a variety of means. They can become a client of many financial institutions providing varying sets of services that meet their needs

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PRIVATE BANKING CLIENTS

WMG considers every client a business partner and is keen to work with your team of advisors to build and monitor a bespoke investment management program.

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WMG TRACKER PLUS

WMG offers a tracker portfolio service for personal and corporate clients who seek only equity portfolio management service at a lower cost.

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TRUSTEES AND CHARITIES

Trustees, whether for private trusts or charitable trusts, are responsible for the assets held.

We, at WMG, have many years experience in advising trustees and ensuring any investments made are appropriate.

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PENSION FUNDS

Working with your pension administrators, or if no scheme is currently in place, we are able to work with our strategic partners in establishing and managing bespoke pension funds for global corporations, senior executives or entrepreneurs.

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WMG SRI AND ECO CARE

Socially Responsible Investing or Eco investing has become a popular method of integrating personal values and social concerns. WMG’s SRI & Eco Care is Asia‘s first portfolio management service that enables clients to consider both their investment needs and the investment impact on society. With WMG’s SRI & Eco Care service, you can put your money to work to build a better future while earning competitive returns.

David Wilkinson

David comes with more than 38 years of banking and wealth management experience, 27 of these in Hong Kong. A founding partner of  WMG. David considers himself to be apart of an exceptional team that collectively has, and continues to assist those passionate about preserving or pursuing financial freedoms. 

Email: David.Wilkinson@wmg.com.hk

Telephone:+852 3112 0525 

Michael Mccarthy

Michael assisted in establishing Great Britain Estates out of Wealth Management Group in 2016 .
Coming from London to Hong Kong and bringing extensive experience in the UK buy to let market, financing and limited company structures. Michael has overseen multiple high-level developments.
 
Email:
Telephone:
+852 3752 3088

William (Bill) Mcneice

Bill is the acting Responsible Officer at WMG. After a successful career in Civil Engineering construction management in the UK and South Africa, Bill decided on a change in direction and entered the financial services industry. Now with over twenty years experience, Bill is the director of an IFA firm in Northern Ireland along side his responsibilities as wealth management professional at WMG.

Direct Dial:
+852 3176 3745
Mobile:
+852 6343 4736

Neil Thomas

Neil has more than 30 years experience in global financial markets as an investor, private client adviser and investment banker. Neil Started his career at Leeman brothers in Japan before moving into the private sector as a founding partner of WMG in 2006.

Telephone:
+852 3112 0524 Mobile:

Get In Touch

Our support is very much a collective effort, If you’d like to find out more about our services and what we might be able to do for you
Contact Us Now

WMG, A WEALTH MANAGEMENT COMPANY IN HONG KONG