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 (DFS Consultants) 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
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
PRIVATE BANKING CLIENTS
DFS Consultants 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.
DFS Consultants TRACKER PLUS
DFS Consultants 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 DFS Consultants, have many years experience in advising trustees and ensuring any investments made are appropriate.
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.
DFS Consultants SRI AND ECO CARE
Socially Responsible Investing or Eco investing has become a popular method of integrating personal values and social concerns. DFS Consultants’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 DFS Consultants’s SRI & Eco Care service, you can put your money to work to build a better future while earning competitive returns.
