Capturing the middle-class millionaire

As such, their value system is akin to that of the middle class: They are hard-working and seeking to accomplish more, they feel they give more than they get and they want help with keeping more of what they earn.


Winners and losers in 2018 global wealth market

“As ever even in an environment that a marketplace is stable the advice firms that focus on client needs, client service and that focus on the client outcomes and the advice journey are seeing their client numbers swell.”


Private Wealth Management in Hong Kong : SURVEY 2019

The ageing of first and second generation HNWIs in Hong Kong and elsewhere in Asia presents the market with a great need to advise on strategies, structures and assets for the protection, preservation and transfer of wealth from the older generations.