汇晋资产管理有限公司 (CE: BSL435) 受证券及期货事务监察委员会监管,持有证券咨询(第4类)和资产管理(第9类)服务牌照。

关于汇晋资产管理有限公司
我们是谁
关于汇晋资产管理有限公司

我们是经验丰富的金融专业团队,来自知名的国际机构,在金融资产管理方面拥有数十年的成功记录。

01

使命

我们的客户、员工和合作伙伴 通力合作,并共同努力,以实现盈利、可持续增长和长期互利关系的共同目标。 我们的宗旨是精挑细选一流的产品和服务,提供优质的个人化及独立的私人财富管理服务。

02

愿景

汇晋的愿景体现在我们的徽标中,即本着理解和信任的精神,促进互联互通、协作、凝聚力和相同价值观以达成共识。
汇晋的标志告诉我们,幸福可以由和谐作支柱,通过财富、专业执行力和创新相关活动的平衡来实现人生目标。

服务方式
汇晋的服务宗旨
服务方式

我们的专业领域与客户的需求保持一致。充分互相理解是实现财富目标的基础,我们珍视客户 的信 任,并与你们 建立长期关系,从而不断提高我们的技能和执行力,更好地提供服务。通过持续分析和客观评估,我们能够发现当前和未来的机遇。

我们投放时间了解客户的投资目标和风险承受能力,从而构建出适合個別独特情况的核心模型,并将短期和长期目标相结合。对于某些委托人,如慈善事业客户,投资目标可能是永久性的,因此必须建立经得起时间考验的投资纪律。

我们致力于支持客户,为他们提供最优质的服务

Services
Some of our Effective Solutions

The services that we offer are an intersection between what is important to Our Clients and in what areas We have subject matter expertise. Regardless of the particular offering, our guiding mantra is to “roll up our shirtsleeves, focus on proper execution, and faithfully putting Our Client interest first and foremost.”

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Wealth Solution

Through continual analysis and objective evaluation, we are able to spot both opportunities and anticipate future issues.

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Wealth Solution

Through continual analysis and objective evaluation, we are able to spot both opportunities and anticipate future issues.

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Client Relationship Management

We understand client financial situation, investment objectives and risk tolerances.

Client Relationship Management

We understand client financial situation, investment objectives and risk tolerances.

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Legacy Planning

We help individuals and families manage and transfer their wealth, values, and personal legacy to future generations.

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Legacy Planning

We help individuals and families manage and transfer their wealth, values, and personal legacy to future generations.

Incredibly
Effective Case Studies
无论顺境逆境,永不放弃

我们的团队拥有久经融合而成的内在和諧,它是面对人生起伏的最 大擁護者 。在世界的繁音 中 找到内在 的 平靜及保持内心的和諧,从而获得更深层次的智慧和心灵的平衡。

游静仪

首席执行总监

Chingyee在澳大利亚和香港拥有丰富的企业和私人银行业务经验,是一位备受赞誉的私人银行家。在2014 年更荣获国际私人银行协会颁发的奖项。

严刚良

首席投资总监

Philip 在财富管理和投资银行领域已有 30 多年的从业经验。他拥有伦敦经济学院理学士学位。

陆慧霞

董事总经理

Eva 在私人银行业从业超过 30年,在为香港和泰国离岸市场的超高净值家庭提供财富管理方案方面拥有丰富的经验。

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Quote About
Customers Experience
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Chloe Savannah

Senior Manager of Excel Solution
While running an early stage startup everything feels hard, that’s why it’s been so nice to have our accounting feel easy. We recommed Qetus.
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Ethan Sebastian

Senior Manager of Excel Solution
While running an early stage startup everything feels hard, that’s why it’s been so nice to have our accounting feel easy. We recommed Qetus.
image

Max Benjamin

Senior Manager of Excel Solution
While running an early stage startup everything feels hard, that’s why it’s been so nice to have our accounting feel easy. We recommed Qetus.
Find Out Our
Insights & Intelligence
Just Watch Our Work Process
Extensive experience across all industries.
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Cases Done
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Satisfied clients

As independent advisors we are not tied to the limitation of any one service provider, hence more flexible and able to solve problem for clients without the often pressure of profitability related account objective set by banks.

Reach Us
Send a message

    General Enquires

    Phone: +852 2129 0681 & Email: connect@harmonywml.com

    本网站的内容仅供参考,并不构成买卖任何金融产品或签订任何类型服务合同的要约。投资多样化的金融资产对于保护您的财富并使其长期增长是必要的。然而,金融资产可能会受到各种因素的影响而贬值。此外,有些产品和服务只提供给符合特定资格要求的投资者。请注意 匯晉资产管理有限公司只为符合香港 《 证券及期货条例 》 规定的专业投资者提供服务。