PRODUCTS AND SERVICES
Retirement Planning (Including MPF)
International Health Insurance
International Income Protection
INTELLIBRIEF
Coming soon...Products & Services
At Discretion Wealth Management our mission is to work primarily with members of the international LGBT+ community & our allies. We do this from our global headquarters, based in Hong Kong – working in conjunction with our other offices throughout Asia.
Our LGBT+ clients expect us to respect their privacy concerns, and as a result, our business has grown at a respectable rate since our launch in 2014. Most of our clients are referred to us from existing happy and very satisfied clients.
The team at Discretion Wealth Management have over one hundred years of combined experience in managing investments across the globe. Some of our in-house team also appear in the media on CNBC, Bloomberg, CNN and other well known financial media outlets for their expert analysis and opinions on the global economic outlook as well as broader sector market commentaries.
Our expertise
Our expertise is in matching LGBT+ clients with the most appropriate products and services from our extensive choice of fund managers and service providers. No two clients have the same situation or the same wealth management needs, and this means that we must understand from the outset and get to know our clients from day one. We place great emphasis on building relationships with our clients for the long term. When our clients are doing well with their financial strategies, it gives us a great sense of pride. Our business grows when our clients’ investments are doing well. We work in synergy with our clients to meet their goals and objectives.
As we are a private clients business all matters pertaining to client portfolios are treated with the utmost confidentiality.
If you’re not satisfied with the service quality or investment returns you are currently receiving, or you’d like to meet with us for a no-obligation meeting then give us a call today:
T: +852-2970-4546.