| Wealth Management (WM) District is a highly specialized team of professionals in AIA Hong Kong, one of the fastest growing districts, who dedicated to achieving the pinnacle of Wealth Management. We represent a new generation of financial wealth managers providing a one stop solution to all your needs. Our one stop financial service center offers expertise across wealth management disciplines to help clients advance towards their goals.
The philosophy at WM District promotes achieving the relentless pursuit for excellence, leading on to building, managing and preserving your wealth. Every client is important to us, as we are important to you, that is why at Round Table WM District, we are exclusively dedicated to meeting every need of each client.
Through our top tier of products and personalized services, we offer you:
- Financial Planning to build a sound and solid financial roadmap for the future and risk management
- Investment Management services to help you maintain and enhance your wealth
- Personal Trust services to preserve and protect your assets
- Private Banking services to help you ease the daily management of your finances and creating innovative strategies to help you realize market opportunities
- Securities & Commodities Trading to capture opportunities arising from market trends in different specific sectors to grow your wealth
Our in house specialists in different fields work in close collaboration with you to help identify options and choices to fit your unique needs. |
