Hong Kong
Wealth & Investment

 

Our Wealth & Investment team offers a service of the highest possible standard delivered by high calibre people, with expertise and integrity.

Our services

Investment management

This is the heart of our business. High net worth clients, including private individuals, charities, trusts, corporates, and clients of financial advisers, will benefit from our discretionary and advisory services.
Each client is partnered with a dedicated investment manager in a team experienced in dealing with your unique requirements. Your investment manager will be directed to act on a discretionary or advisory managed basis or a mixture of both. The relationship may cover a single asset class or may stretch across the whole spectrum.

Tailored to you

The biggest investment we make is the time we dedicate to understanding your personal circumstances, financial objectives, knowledge and experience, and your attitude to risk.
We use this to create an investment strategy based on your specific requirements.
Our relationship is built around you.

The strength of combined resources

We adopt a collegiate approach to investment research, investment advice and client support in our pursuit to deliver consistently good risk-adjusted returns for client portfolios.
We strive for the highest level of service based on our core strengths:
  • Specialist investment expertise
  • Active day-to-day investment management
  • Sound investment process
  • Global reach and personal service
  • Enduring values and modern methods

Risks

Performance

  • Past performance of an investment is no guide to its future performance 
  • The value of investments, or income from them, can go down as well as up
  • You may not necessarily get back the amount you invested. 
 

Advice

This site does not offer advice. The content and information about potential investments and services are designed for general use. They should not be considered personal to your circumstances or financial position.
  • Please click here for more information on our risk disclosure statements  

Find out more from our experts

  • Jonathan Sleath, Investment Director

    Jonathan Sleath

    Investment Director

    I am part of a wealth management team that focuses on providing discretionary and advisory investment management services to high net worth clients, including private individuals, charities, trusts, companies and clients of financial advisers. I also sit on the firm's Investment Committee.

  • Catherine Kirchmann, Divisional Director

    Catherine Kirchmann

    Divisional Director

    I am responsible for the firm's Wealth & Investment business in Hong Kong. I specialise in providing discretionary and advisory investment management services to high net worth clients, including private individuals, charities, trusts, companies and clients of financial advisers.

Find out more from our experts

Jonathan Sleath, Investment Director
Catherine Kirchmann, Divisional Director

Jonathan Sleath

Investment Director

I am part of a wealth management team that focuses on providing discretionary and advisory investment management services to high net worth clients, including private individuals, charities, trusts, companies and clients of financial advisers. I also sit on the firm's Investment Committee.

Catherine Kirchmann

Divisional Director

I am responsible for the firm's Wealth & Investment business in Hong Kong. I specialise in providing discretionary and advisory investment management services to high net worth clients, including private individuals, charities, trusts, companies and clients of financial advisers.