Discretion Wealth Management

At Discretion Wealth Management our mission is to work primarily with members of the international LGBT+ community & our allies. We do this from our global headquarters based in Hong Kong – working in conjunction with our other offices throughout Asia. LGBT+ clients have important and unique personal situations that some financial planning advisers simply do not understand or empathize with. Our LGBT+ clients expect us to respect their privacy concerns, and as a result, our business has continued to grow at a respectable rate since our launch in 2014. Most of our clients are referred to us from existing happy and very satisfied clients. The team at Discretion Wealth Management have over one hundred years of combined experience in managing investments across the globe. Some of our in-house team also appear in the media on CNBC, Bloomberg, CNN and other well known financial media outlets for their expert analysis and opinions on the global economic outlook as well as broader sector market commentaries. Our expertise is in matching our clients with the most appropriate products and services from our extensive choice of fund managers and service providers. No two clients have the same situation or the same wealth management needs, and this means that we must understand from the outset and get to know you from day one. We place great emphasis on building relationships with our clients for the long term. When our clients are doing well with their financial strategies, it gives us a great sense of pride. Our business grows when our clients’ investments are doing well. We work in synergy with our clients to meet their goals and objectives. As we are a private clients business you can rest assured that all matters pertaining to client portfolios are treated with the utmost confidentiality. As Independent Financial Advisers, we guide you through the creation of your wealth and equally important, wealth preservation. Your funds are kept totally separate from our own accounts. We operate our business and your investments through a limited power of attorney arrangement, which means your funds are sent directly to the fund managers or insurance providers that we work with. We do not handle client money. We are regulated by the Hong Kong Insurance Authority (IA) and all of our products are fully licensed and authorized by the SFC (Securities and Futures Commission). Due to these strict regulations our clients have comfort and complete peace of mind when dealing with us. One of the products we are increasingly asked about is pension schemes. As the market is constantly changing you can be assured we are at the forefront and stay completely abreast of the changes as they happen. Below is a summary of how we can also assist with retirement planning. Tax Free growth on assets held within the trust Regular Premium & Lump Sum Contribution Options Recognition in Civil Law Countries

Address: 15/F, Skyway Centre, 23 Queen's Road West, Sheung Wan, Hong Kong

Phone: +852 3115 7616
FAX: +852 3115 7630