Wisdom Family Office

www.wisdom-financial.com

With 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.

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With 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.

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City (Headquarters)

Kowloon

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Founded

2014

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Potential Decision Makers

  • Associate Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Director

    Email ****** @****.com
    Phone (***) ****-****
  • Information Technology Manager , Ddi

    Email ****** @****.com
    Phone (***) ****-****

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