China Hong Kong Wealth Management Limited (referred to as CHKWM) was founded in 2013. It is a licensed insurance broker licensed under the Insurance Ordinance (Chapter 41) of Hong Kong and regulated by the Insurance Authority FB1248）， Focusing on long-term and investment linked insurance business, providing customers with comprehensive protection services.
For many years, CHKWM has relied on its rich industry knowledge to always place customer needs at the core. The company's strategy emphasizes customer centricity, providing personalized wealth management and risk control services to high-end customer groups such as private banks, international financial institutions, and family offices. Through an open architecture platform jointly built with partners, CHKWM has gathered high-quality resources from multiple fields and created a series of innovative solutions to meet the diverse needs of customers in wealth inheritance, risk management, and other financial requirements. This customer-centric service approach not only creates practical benefits for customers, but also earns CHKWM a good reputation in the industry.
Our customer base mainly consists of wealthy entrepreneurs or high-income management who hold global tax residency status, have investments or assets in multiple countries, or have family members living or studying abroad. Some of them were recommended by bankers to establish inheritance and retirement plans; The company's board of directors seeks to provide substantial welfare plans for their key executives; Responsible trustees are seeking solutions to take care of beneficiaries; Private enterprises interested in developing inheritance plans; And business partners seeking funding solutions to ensure the smooth execution of purchase and sale agreements; Or the senior management team may prepare a management buyout strategy, these are just some examples.
These clients, both individuals and businesses, face common challenges in wealth management. They need professional guidance and customized services to cope with potential risks such as devaluation of wealth, tax burden, debt distress, forced inheritance of assets, and charitable donations. They are eager to find a solution that can ensure the safety of their wealth and smoothly pass it on to the next generation.
Our services are designed to meet these needs. We provide comprehensive wealth management consulting to help clients build reliable solutions with significant assurance capabilities, ensuring that their wealth can be safely passed down to future generations. For corporate clients, we provide customized risk management solutions aimed at ensuring the smooth succession of business while promoting long-term development and stable growth of the enterprise. Our goal is to become a trusted partner for our clients, working together to tackle future challenges and achieve their wealth goals and dreams.