ABOUT US

ABOUT US

We demonstrate excellence in all that we do. Our flexibility allows us to ensure customer satisfaction and we are confident that our strength and ability will guarantee the quality of our financial services and tailor made solutions.

Our Company

Wealth Trend ltd. (herein after called WT), established in 2013, is an experienced and innovative boutique asset management company with an accumulated financial business background of over 120 years. It is our responsibility to serve our clients with individually optimized wealth management solutions, being tailored to their particular financial needs. As the name implies WT’s ambition is to align and represent traditional Swiss financial etiquette, values and service quality embedded in the highly regulated asset management environment of Hong Kong SAR.

WT offers a financial wealth management gateway between Asia’s fast growing financial centre Hong Kong and Switzerland, bridging the two cultures to offer our clients an outstanding and unique international financial wealth approach. Accuracy, quality of service, transparency, assiduity and conscientiousness are just a few of the high expectations the asset management team of WT lives up to everyday.

We strive to share with clients our exceptional knowledge of Swiss and international wealth management services on a trusted and well-established Asian financial platform. Tradition is our strength.

Wealth Trend ltd is licensed under the Securities and Futures Ordinance (SFO), Cap. 571 by the Securities and Futures Commission (SFC ) for the companies regulated activities under Type 9 – Asset Management and Type 4 - Advising on Securities in Hong Kong for professional investors. More information about the Regulator and the Financial Market Environment in Hong Kong SAR is available at wealth-trend-ltd.com

Vision & Mission



VISION

We work hard and aim to be one of the leading wealth management platforms in Hong Kong, providing innovative and sustainable wealth management solutions for our clients. We strive to maintain independency while developing equitable and tailored financial solutions aimed at adding value to our clients' complex requirements.

MISSION

Wealth Trend’s mission relays on our long existing and traditional Swiss wealth management heritage bridging eastern and western tailor-made financial services. Being one of the most advanced asset management platforms in Hong Kong, we are devoted to our local and overseas clients by providing them with state of the art wealth management services with sophisticated and unique infrastructure.

Values