WELCOME

Wealth Management in Hong Kong

WELCOME

Experienced and dynamic wealth management

Our goal is that your money works well for you. It isn’t the amount of your wealth that matters most, it’s what you do with it that counts. We want you to be able to live the life you want today and in the future. With our help, your wealth becomes the fuel that powers your future, enjoying the life you want and looking after those you love, without compromise.

Wherever you see yourself in the future, we will help you by building a financial plan that’s fit for the weeks, months, and years ahead.

At Sovereign we do things differently and when you’re looking for financial advice, it helps to choose someone that you can trust to make the right decisions for your family, your company and yourself. You need to plan now, so that you can enjoy life the way you want to later.

Every client we meet has a unique set of needs and aspirations and with almost 20 years’ experience in financial services, you can trust us to provide the advice which is right for you.

Through our long-term relationships with our individual and corporate clients, whether you would like to retire at 45 or 65, we work to support you over many years aiming for you to live your life the way you want to.

Our Approach

Personal service, modern approach.

We are committed to helping you manage your wealth in a way which reflects your personal circumstances.
My Advice Portal, our online advice hub, makes receiving our friendly, professional advice even more convenient.

  • Personal Account

    Help manage your finances using your own secure, personal account.

  • Easy Approvals

    Electronic signatures to reduce paperwork

  • Advice Sessions

    Online sessions with your Adviser through our virtual ‘Client Meeting Rooms’

  • Document Vault

    Securely store important policies

Get in touch.

Our team are ready to help, you can all us direct on +8522824 1083 or email us at the link below.

Contact

Sovereign Wealth Hong Kong is a Partner Practice of St. James’s Place (Hong Kong) Limited

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Members of the St. James’s Place Partnership in Hong Kong represent St. James’s Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).