About us

We believe in sustainable financial management without compromise, great advice and the highest levels of service.

We believe in treating our planet and its people with the same levels of respect. Sustainability is the beating heart of everything we do.

Our work helping our clients play their part in building a sustainable future is bold, ambitious and far-reaching. Balancing purpose and profit to become a force for good.

We aim to create a million impacts

Our impacts so far


Planting trees

We celebrate every client’s birthday every year by planting a tree to halt deforestation and restore forests.

Clean water for all

Every time someone likes, shares or replies to our messages on social media, we give 150 days of clean water to school children in rural Zambia.

Free meals

If you are kind enough to refer a friend or colleague to us, we will provide nutritious meals to nursery school children in Kenya for 90 days.

Importance of Education

Sign up as a new client with us, and we will give a Nepalese child with disabilities access to education for a year.

Our values


We are committed to socially responsible financial management for the good of our clients, communities and our world.


We strive to create a positive impact for our clients, our planet, and our communities by ensuring that our advice is a force for good.


Everyone is equal. We champion diversity and gender equality. We believe in respecting everyone and working for the benefit of everyone.


We believe in growth, whether it be in our portfolio valuations or the good that we do. It is possible to grow and succeed alongside our communities and the planet we share.

How we advise

We have a clear philosophy and a process to match. Together they enable us to offer financial planning advice for the good of our clients, our community and the wider world around us.

We have chosen to promote our services exclusively through the St. James’s Place Partnership, which shares our beliefs and passion for social responsibility.

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St. James’s Place

Visit the group's website

Who we are

Each member of our team, with our own background, experience, qualifications and quirks, share a commitment not just to our clients but also to each other and the world around us. We love what we do, giving you the freedom to do what you love.

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Get in touch and begin your journey

Hong Kong
+852 3695 5286