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Wealth Management & Planning

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From Maximizing Your Financial Growth
to Continuing Your Legacy

We have always aimed to ensure that we are a reliable and professional partner for clients in their wealth management endeavors, ready and able to help them achieve their objectives in the complex corporate, financial, political and fiscal environment in which they do business and manage their wealth.

With every new milestone in life comes new financial goals. We provide one-stop protection and insurance investment and wealth management solutions that help you stay on top of your goals.

We understand that you want to protect the present wealth as an accomplished individual for your legacy to live on for generations to come. No matter if you’re planning to leave a legacy  or to enhance your wealth, these wealth management solutions are specially designed to meet your unique needs.

Supported by our strong network of resources, we provide bespoke investment and trust solutions to meet your financial and wealth management needs, whether your objective is to preserve your wealth, enhance your assets and maximize their growth or diversify your investments.

We invest with managers and strategies, not funds. Working with one of the largest institutional investors in the region gives us the scale to partner with leading global investment managers. We understand that you have predominantly long-term wealth goals. Therefore, we are committed to selecting partners who not only have global capabilities, but whose values and strategies align with our approach to deliver consistent long-term results for you.

FINANCIAL PLANNING & INVESTMENT STRATEGIES

Top Products for Your Best Returns

With our strong network to investment funds and markets, we select the best products that suit your needs and the platform for you to invest and grow.

Support from Top Fund Managers

We have access to fund managers to help you make the right decisions as personalized service when the amount is considerably substantial.

Our wealth solutions are tailored to suit your goals and risk preferences. Your portfolio will comprise a strategic mix of equities and bonds, targeted at providing optimal returns and financial stability for the long term.

  • A world-class approach towards wealth creation
  • Unparalleled wealth expertise
  • Partnering Best-In-Class asset managers
  • Wealth protection with greater assurance
  • Bespoke solutions to craft your goals effortlessly
  • Flexibility and liquidity for Your wealth goals
  • Your choice of currency and jurisdictions
  • Build a legacy of your success

Investment Advisory Services

Supported by extensive in-house and third party investment research, we provide you with a comprehensive range of investment solutions, including but not limited to:

  •  Global stock exchanges, worldwide corporate and government bonds, and associated structured products
  • Third-party mutual funds and hedge funds
  • Foreign exchange and related products

Financial Plan for Young Families & Mature Families

Having children changes your perspective on life. You would do everything in your power to care for, nurture and protect your children. You want to give them the very best in everything, but that usually comes with a hefty price tag. Take steps today to make sure you are saving enough and are prepared to provide for your family come rain or shine.

Then later having watched your children grow, it is the perfect time to think about your own future. While managing your everyday expenses now, you also need to ensure a stable income for you and your family when you retire. It is also wise to build a safety net of well-rounded protection, covering each member of your family so that your plans will not be disrupted by unexpected events.

Children Education Plan

The Children Education Plan is designed with a specific goal in mind – financing your child’s higher education. The plan offers short premium payment terms, opportunities for growth and guaranteed cash payments when your child reaches university age. There is no better gift than a good education. Start planning now for a bright academic future.

Retirement Planning

Having a retirement plan that is versatile and uniquely yours will ensure that this time of your life is not just about watching the world whiz by, but a time of great adventure.

Our retirement plan is an HKD and USD dominated investment-linked plan focused on maximizing wealth creation for your retirement years. It is uniquely crafted and extended with the flexibility to adapt to your changing needs. Leveraging on the expertise of world-class asset managers and a sustainable long-term wealth strategy, we’ll help you arrive at the retirement you deserve.

Estate Planning

Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.

Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.

With solutions such as trust and life insurance, we can help you draft will, set up trust and foundation, find executor for your will, manage your estate tax, keep confidentiality, transfer assets, etc., for you to pass on your legacy to the next generations without problems and risks.

ANALYZE YOUR FINANCIAL NEEDS

ANALYZE YOUR FINANCIAL NEEDS

Your needs may vary for different parties involved and in different stage of life. Our advisors help you put together a plan to meet the challenges and needs progressively.

WEALTH MANAGEMENT STRATEGIES

WEALTH MANAGEMENT STRATEGIES

There are many ways to invest and manage your wealth, and for your interests and goals in financial planning, we can help put together a strategy and plan.

Quick Contact

    Need Help?

    Please Feel Free To Contact Us. We Will Get Back To You With 1-2 Business Days.

    info@samoatrust.com
    (+852) 3586 9902

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