Welcome to the Spear’s ranking of the best wealth managers in Hong Kong for high-net-worth and ultra-high-net-worth individuals. The list features our Top Recommended advisers
A 2021 report from PwC estimates that the wealth and asset management industry in the Asia Pacific will double to $29.6 trillion by 2025. The region is home to the largest slice of the world’s population, with the wealth of individuals in the region growing faster than anywhere else.
Hong Kong is one of APAC’s most prolific hubs, evidenced by the fact that all major banking behemoths — HSBC, UBS, Credit Suisse, JP Morgan et al — have set up shop here. Despite a challenging environment in Hong Kong, from 2020’s unrest over the introduction of the National Security Law to the Covid-19 pandemic, the metropolitan area’s assets under management have continued to grow steadily (according to a recent report by KPMG).
As they get wealthier, investors in Asia will have increasingly complex needs. For international high-net-worth (HNW) individuals with investable assets of £1 million or more and for ultra-high-net-worth (UHNW) clients who have at least $30 million of investable assets, a good wealth manager can help to organise one’s financial affairs and maximise the efficiency of their investments.
Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs and UHNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.
Click on the individual names to be directed to more detailed profiles of each adviser on The Spear’s 500 website. (The table is ordered by ranking and then alphabetically by surname.)
To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.
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If you are an adviser featured in the index and would like to update your profile or provide additional information, please email email@example.com.
Spear’s Magazine presents Spear’s 500 Live on 7 September. Find more information on NSMG.live.