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Wealth Management

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For over 30 years Financial Partners has been providing high net worth individuals with holistic balance sheet management. Holistic balance sheet management comprises of highly personalised financial planning, sophisticated investment management services and regular Strategic Reviews delivered by Financial Partners' foremost advisers, known as Wealth Managers.

Financial Partners ensures its clients know their balance sheets are being managed by a market leading team. FP's team aims to provide clients with a piece of mind that their balance sheets perform well against mutually agreed performance benchmarks and their risk/volatility profile.

Financial Partners’ integrity and professionalism are keys to ensure that our clients benefit from:

  • Genuine client-driven, holistic balance sheet management
  • Insights gained from regular market reviews and reports received from a network of foremost financial analysts;
  • Access to trusted professionals such as fund managers, lawyers, trust experts and accountants;
  • The strength and flexibility of the best products available from major stock brokers, fund houses, wrap account providers, insurance companies and private banks; and
  • Regular Strategic Reviews that keep balance sheets on track and manage expectations.

To meet with your professional wealth manager, please contact us on enquiries@f-p.hk .

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