We are a team of seasoned financial advisors who are highly experienced professionals from key international private banks with successful track records in private wealth and asset management for decades.
Read More內心和諧 成就安寧與智慧
自處超然 處世諧和
願景
匯晉的願景體現在我們的標誌中,即本著理解和信任的精神,以促進互聯互通、協作、凝聚力和相同價值觀。
匯晉的標誌告訴我們,幸福可以由和諧作支柱,透過財富、專業執行力和創新相關活動的平衡來實現人生目標。
我們的專業領域與客戶的需求保持一致。 與客戶的充分互相理解是實現財富目標的基礎, 我們珍惜客戶 的信 任,並與你們建立長期關係,從而不斷提高我們的技能和執行力,更好地提供服務。 透過持續分析和客觀評估,我們能夠發現當前和未來的機會。
我們投放時間了解客戶的投資目標和風險承受能力,從而建構出適合個別獨特情況的核心模型,並將短期和長期目標相結合。 對於某些委托人,如慈善事業客戶,投資目標可能是永久性的,因此必須建立經得起時間考驗的投資紀律。
我們致力於支持客戶,為他們提供最優質的服務
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.”
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.
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.
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.
我們的團隊擁有久經融合而成的內在和諧,它是面對人生起伏的最 大擁護者 。 在世界 的 繁音 中 找到內在 的 平靜及保持內心 的和諧, 從而獲得更深層的智慧和心靈的平衡。
Chloe Savannah
Senior Manager of Excel SolutionEthan Sebastian
Senior Manager of Excel SolutionMax Benjamin
Senior Manager of Excel Solution
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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.
General Enquires
Phone: +852 2129 0681 & Email: connect@harmonywml.com
重要信息
本網站的內容僅供參考,並不構成買賣任何金融產品或簽訂任何類型服務合約的要約。 投資多樣化的金融資產對於保護您的財富並使其長期成長是必要的。 然而,金融資產可能會受到各種因素的影響而貶值。 此外,有些產品和服務只提供給符合特定資格要求的投資者。 請注意 匯晉資產管理有限公司 只 為符合香港 《 證券及期貨條例 》規定的專業投資者提供服務。