We have a team of financial analysts, market experts, Fund House representative who provide free quarterly seminars for our clients. Our experts can help our clients better understand their portfolios and be informed about the short and long term market forecasts and understand how we work with them to enrich their portfolios.

Our team of product specialists and consultants can offer assistance and information on all products offered to our high net worth clients, providing their experience, knowledge and most accurate details at your disposal.

WM District understands the importance of marketing and how to develop your clientele. We have an in-house Designer Team who can assist you with designing and creating business cards, thank you cards, websites and any promotional and marketing tools you need.

As a part of our vision for all of our consultants to become leaders in Private Banking, an extensive and comprehensive training will be provided with the focus on knowledge of our products, how to effectively and successfully work with our clients and how to develop a successful marketing strategy.

To develop and build our WM District team with successful and dedicated members, we have regular recruitment seminars to provide an in depth look for perspective Relationship Managers to better see what we do at WM District. To attract the best in this industry, we offer very special and competitive packages to our recruits to welcome them to WM District.

To ensure our clients are able to travel within Hong Kong to our Banking Centre with ease, we provide an exclusive limousine service with a chauffer who can pick up and drop off our clients from/to the airport or hotel. Our limousine service can also provide transportation between Hong Kong and China for our Mainland clients.

WM District can provide unique worksite marketing campaigns on any topics at the request of our clients. Worksite marketing can include seminars for investment and insurance needs, MPF investments, team building, motivational speakers and many others. Event marketing such as the Health Expo, Jewel and Watch Exhibitions, Exclusive Investment Seminars and Wine Tastings are useful tools for promoting and developing new clientele. WM District has a budget for these successful marketing strategies to assist in developing your brand.

We have a team of legal advisors who work for the Round Table Family, who can support and provide work based basic legal advice free of charge.

To ensure our Relationship Managers maximize their business and returns, WM District offers accounting advice through our team of experienced accountants to assist with maximizing business claims and with tax and cost efficiency.

We have partnerships with prestigious local hotels, who offer WM District specials for hotel stays which we can pass along to our foreign clients to ensure a pleasant and comfortable stay in Hong Kong.