Private Wealth Management | Longbridge Hong Kong

We serve all high-net-worth clients.

High-net-worth individuals and families

Holistic asset management, wealth preservation, and professional investment advisor support

What you gain

One-on-one end-to-end support across the full client lifecycle from needs assessment to solution customization and quarterly review, and one-stop solutions for your wealth management requirements;
Comprehensive services such as diversified investment, planning in relation to New Capital Investment Entrant Scheme of Hong Kong, and wealth heritage;
Professional investment portfolio solutions focusing on asset downside protection, but not single product recommendation;
Data-driven asset allocation insights, and professional support for your asset investment decision-making.

Corporate Principals and Executives

Fund management and idle fund allocation

What you gain

Professional fund management solutions based on your business cycle for optimizing idle fund allocation and improving liquidity and efficiency;
Cash flow management consulting, helping you revitalize idle funds and improve fund efficiency;
Professional investment portfolio solutions for balancing the allocation requirements of enterprise and personal assets.

Professional investors and financial institutions

Diverse investment categories and professional investment research support

What you gain

Transparent and efficient online trading services, institution-level trading execution, and professional technical support;
Allocation service of investment categories, providing more global investment options;
Data-driven asset allocation insights of professional research teams, and professional support for your investment decision-making.

High-net-worth individuals and families

Holistic asset management, wealth preservation, and professional investment advisor support

What you gain

One-on-one end-to-end support across the full client lifecycle from needs assessment to solution customization and quarterly review, and one-stop solutions for your wealth management requirements;
Comprehensive services such as diversified investment, planning in relation to New Capital Investment Entrant Scheme of Hong Kong, and wealth heritage;
Professional investment portfolio solutions focusing on asset downside protection, but not single product recommendation;
Data-driven asset allocation insights, and professional support for your asset investment decision-making.

Corporate Principals and Executives

Fund management and idle fund allocation

What you gain

Professional fund management solutions based on your business cycle for optimizing idle fund allocation and improving liquidity and efficiency;
Cash flow management consulting, helping you revitalize idle funds and improve fund efficiency;
Professional investment portfolio solutions for balancing the allocation requirements of enterprise and personal assets.

Professional investors and financial institutions

Diverse investment categories and professional investment research support

What you gain

Transparent and efficient online trading services, institution-level trading execution, and professional technical support;
Allocation service of investment categories, providing more global investment options;
Data-driven asset allocation insights of professional research teams, and professional support for your investment decision-making.

Our services cover all asset categories and focus on 3 core strategies.

Diversified Asset Allocation

Dynamic multi-asset allocation, tailored to diverse market conditions and individual risk profiles

Dividend funds and structured products

Hedging

Lower correlation with the market and seeking to capture return opportunities amid market volatility.

Hedge funds, private equity funds, and diverse strategies

Alternative investment

Reduce portfolio concentration risk beyond traditional equities and fixed income

Commodity-linked strategies and hedge fund strategies

*Important: Certain products are available only to Professional Investor (PI). This section is for information purposes only, but does not constitute any investment advice or an offer, solicitation, recommendation or guarantee of return on any investment products, nor is it intended as any investment strategy. Investments inherently involve risks. Be cautious when making a decision.

Why do high-net-worth clients choose Longbridge?

Well-known partners and diverse product services

You will obtain services related to products offered in cooperation with well-known investment banks, enabling you to seize global market opportunities and expand your asset allocation options.

Professional team end-to-end support across the full client lifecycle

You will obtain companionship and worry-free and efficient services of Relationship Managers throughout the lifecycle from needs assessment to solution customization, asset allocation, and quarterly review.

Diversified, transparent, and compliant asset allocation

You will gain access to various categories of assets, including stocks, bonds, PE funds, and structured products, at transparent prices.

Personalized Longbridge services

Cash flow and liquidity management: According to your fund requirements, we will optimize the allocation solutions to ensure investment return and liquidity.
Portfolio allocation: We will not recommend a single product, but design multi-dimensional asset portfolios to diversify risks.
Risk control: During the development and optimization of asset allocation solutions, we give top priority to asset risk control.
Data-driven insights: By relying on the platform data and investment research capabilities, we provide objective and viable allocation suggestions for you.