Wisdom Family Office
www.wisdom-financial.comWith over USD$5 billion AUM, Wisdom Family Office provides tailored solutions to UHNW clients. Asset management is Wisdom's starting point and as an SFC type 1, 4, and 9 license holder, we are fully allowed to conduct "Dealing in Securities," "Advising on Securities," and "Asset Management" businesses in Hong Kong. Moreover, Wisdom has obtained the RFMC license under MAS, aiming to expand its coverage to Singapore. Wisdom strives to develop a one-stop solution for bankers and clients. We collaborate closely with private banks, insurance trusts, investment banks, third-party financial vendors, and asset management/family offices around the globe. The banker-oriented platform enables bankers and family officers to better their client-serving experience. Wisdom has been awarded as Best IAM Business Partner by Bank of Singapore, Credit Suisse, EFG Bank, Julius Baer, LGT Bank, and UOB Kay Hian.
Read moreWith over USD$5 billion AUM, Wisdom Family Office provides tailored solutions to UHNW clients. Asset management is Wisdom's starting point and as an SFC type 1, 4, and 9 license holder, we are fully allowed to conduct "Dealing in Securities," "Advising on Securities," and "Asset Management" businesses in Hong Kong. Moreover, Wisdom has obtained the RFMC license under MAS, aiming to expand its coverage to Singapore. Wisdom strives to develop a one-stop solution for bankers and clients. We collaborate closely with private banks, insurance trusts, investment banks, third-party financial vendors, and asset management/family offices around the globe. The banker-oriented platform enables bankers and family officers to better their client-serving experience. Wisdom has been awarded as Best IAM Business Partner by Bank of Singapore, Credit Suisse, EFG Bank, Julius Baer, LGT Bank, and UOB Kay Hian.
Read moreEmployees statistics
View all employeesPotential Decision Makers
Associate Vice President
Email ****** @****.comPhone (***) ****-****Managing Director
Email ****** @****.comPhone (***) ****-****Senior Director
Email ****** @****.comPhone (***) ****-****Information Technology Manager , Ddi
Email ****** @****.comPhone (***) ****-****
Technologies
(1)