You want to manage your wealth in a way that enables you to live the life you choose. You want to pass it on to those you love. And you want to do it in a way that benefits you, our society and our planet.
Whether you live in the UK, Hong Kong or beyond, Horizon is in a specialised position to help you because our expertise bridges multiple jurisdictions.
We offer specialist advice and support to help those moving between countries and continents. We will provide what you need, where and when you need it, in the way that best suits you.
Establishing your wealth
You are earning money, growing your wealth and making ambitious plans. This is the ideal time to start planning ahead.
Building your assets
You have built up assets and want to invest in the best ways to achieve your lifestyle goals. We can help balance your immediate and longer-term aspirations.
Preserving and giving
Your main financial objective is maximising the value of what you have and ensuring it is passed-on in the best way possible. We offer all the support and expertise you need.
Our three phase approach
Financial planning is about working together to understand your long-term lifestyle goals, from paying school fees to your dream retirement. And then creating a strategy to help you make it happen.
Realising your goals will require a well-designed investment strategy. No two people have exactly the same time horizons, attitude to risk or lifestyle needs. We will help design a portfolio that is made for you and that sits comfortably with your approach to all these factors.
None of us can predict the future and it is inevitable that there will be unexpected twists and turns along the way, both in the markets and in our own lives. Regular reviews will ensure that your financial plan and execution are agile and robust enough to adapt to these changes and keep your goals in sight.