The Best Wealth Managers in Hong Kong in 2022

Welcome to the Spear Ranking of best wealth managers in hong kong for high net worth and ultra high net worth individuals. The list features our most recommended advisors

A 2021 report from PwC estimates that the wealth and asset management sector in the Asia-Pacific region will double to $29.6 trillion by 2025. The region is home to the largest slice of the world’s population, with the wealth of individuals in the region growing faster than anywhere else.

Hong Kong is one of APAC’s most prolific hubs, as evidenced by the fact that all the major banking giants – HSBC, UBS, Credit Suisse, JP Morgan et al – have set up shop here. Despite a challenging environment in Hong Kong, from the 2020 unrest related to the introduction of the national security law to the Covid-19 pandemic, assets under management in the metropolitan area have continued to grow steadily (according to a recent report of KPMG).

As they get richer, investors in Asia will have increasingly complex needs. For International High Net Worth Individuals (HNW) with investable assets of £1 million or more and for Ultra High Net Worth (UHNW) clients with at least $30 million in investable assets, a good wealth manager can help organize their financial affairs and maximize the efficiency of their investments.

Spear’s publishes annual rankings of the best private client advisers and service providers in HNW and UHNW. These are based on peer nominations, customer feedback, telephone and face-to-face interviews, data provided by companies, as well as information collected by the editorial and research teams of spear.

the Hong Kong based wealth managers featured in the 2022 edition of Spear Wealth Management Index are included in the table below, along with their Spear ranking.

Click on the individual names to be directed to more detailed profiles of each advisor on The Spear’s 500 website. (The table is sorted by rank and then alphabetically by surname.)

To explore all Spear’s indices and use our advisor finder to identify the private client advisor that best meets your specific needs, visit Spear’s 500 website.

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If you are an Advisor on the Index and would like to update your profile or provide additional information, please email [email protected]

Dolores W. Simon