Holistic wealth planning & investment management
An independent wealth planning and investment management office for international private clients, based in Hong Kong and London.
We offer a highly tailored wealth management solution encompassing Wealth Planning, Investment Management and digital support.
We advise on how to protect, grow and pass on your assets, combining deep understanding of your situation with expertise in tax, insurance and legal documentation.
→We provide discretionary portfolio management with a disciplined focus on portfolio structuring and risk control, building highly diversified global portfolios tailored to your needs.
→A digital platform that lets you consolidate and view your total asset base, helping to control risk and support financial planning.
→We recognise that no two people are the same, and our international expertise and independence allow us to cater to your unique situation.
Our goal is to work as a long-term trusted partner, providing clear, objective advice to preserve and enhance your wealth in the least complex way possible.
28 Advisory is based in Hong Kong and London. Uniquely founded by both advisors and clients, our team brings decades of international financial institutional experience.
Risk control is critical as your attitude to risk can change with changing circumstances – we have robust controls in place to monitor and react as this evolves.
Within each asset class (Equities, Bonds, Alternatives and Cash) we set minimum and maximum ranges that allow the portfolio to dynamically manoeuvre according to market conditions.
Our thorough screening process identifies the lowest cost and most liquid ETFs to form the portfolio, giving the required market exposure.
Working with both private banks and brokerage platforms for custody of client assets, we use placing power to negotiate optimal pricing.
As independent allocators of capital we are completely impartial as to which jurisdiction or institution client assets are held in.
We pride ourselves in working alongside our clients as a long-term trusted partner, presenting innovative fresh ideas, opportunities and taking initiative on your behalf.
Get in touch to find out how we can help with your wealth planning and investment management.
