Define, refine, protect
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.
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
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
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.
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.
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.
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.
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 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.
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.
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.