Trusted By Ultra Affluence
Specializing in private wealth management and investment planning & execution
PRACTICE
AREAS
FINANCIAL PLANNING
Train practitioners and have competency in cash flow, investments, retirement, tax, estate planning, risk management, insurance and education funding.
INVESTMENT EXECUTION
Promote disciplined & scientific processes to ensure investors are moving closer to the goals and requirements.
WEALTH MANAGEMENT
Advocating the holistic approach for structuring wealth solutions that fulfilling client's life and tactical goals.
INVESTORS EDUCATION
Good faith in improving financial literacy in investing communities and empower investors making informed & sensible decisions.
OUR VISION
APB has aspiration and commitment in :
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Uphold the moral and ethical standard of the industry
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Support the industry practitioners in professional development
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Collect opinions from the industry practitioners and deepen the research level of the industry
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Unite the industry practitioners for sharing market intelligence and for discussing with the relevant market players & regulatory authorities
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Disseminate and advocate the best business practices
KEY EXECUTIVES
CONTACT
APB
OUR ADDRESS
611-9, Silvercord Tower 2, 30 Canton Road, Tsim Sha Tsui, Hong Kong
Email : apb@cag.hk (Secretarial Office)
Tel : (852) 3499-3851
Dial In : (701) 801-1211
Access Code : 164-487-165
For any general inquiries, please fill in the following contact form:
