Our Approach

Sovereign Wealth provides first-class holistic wealth, tax, and succession advice, which is tailored to local and expatriate clients.

We aim to be the most respected and trusted Wealth Management Practice in Hong Kong, engaging, inspiring and delighting our clients.

Our approach is focused upon delivering what you need and helping you make informed financial decisions to achieve your goals through personal, face-to-face tax-efficient financial advice.

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).