A harbourfront lamp post and pier on Victoria Harbour under clear skies

See the Whole Picture.Protect the Family Legacy.

True financial security comes from a clear view of the whole picture and prudent management of cyclical risk.

Rooted in Hong Kong · Global in Outlook

Rooted in Hong Kong · Global in Outlook

Built on Hong Kong's mature legal system, open financial markets and robust regulatory framework, we create a sound pathway for your global asset allocation. From core US-dollar assets to multi-currency reserves, we help you diversify away from single-market and single-currency risk, and share in the long-term opportunities of global economic growth within a prudent and compliant framework.

Client First · Professional Partnership

Meeting table by the office window overlooking Victoria Harbour

Client First · Professional Partnership

We stand firmly on our clients' side. Only after gaining a clear understanding of your family's financial goals and risk tolerance do we build a balanced portfolio designed for both growth and protection, so that every arrangement serves your long-term wealth vision.

Through Every Cycle · A Legacy That Endures

Crystal horse ornament by the window overlooking Victoria Harbour

Through Every Cycle · A Legacy That Endures

Using disciplined asset and currency diversification strategies, and working with professional lawyers to structure family wealth, we build strong defences against risk across economic cycles. We help turn one generation's wisdom and accumulated wealth into a lasting foundation, so your family can prosper for generations and your heirs can face the future with confidence.

Long-Term Thinking · Steadfast Commitment

Long-Term Thinking · Steadfast Commitment

We operate with prudence and restraint, pursuing steady long-term results rather than short-term gains. In bull and bear markets alike, we remain professional and stand sincerely by your side.

With Like-Minded Partners,We Build for the Long Term

— Redefining the IFA through long-term thinking

The Jade Wealth Management team at the office

Jade Wealth Management was founded by a senior foreign-exchange trader together with professionals from asset management, banking and insurance. We have chosen a different path: stepping away from short-termism and sameness to offer a platform worth building on for the long term, for like-minded professionals who truly value expertise and the client experience.

A senior foreign-exchange trader at Jade Wealth Management in front of the company motto

Elite Partners · Diverse Talents

We carefully select partners who share our values, staying true to our founding principles of sincerity, integrity and value creation. We are committed to building an open, professional and deeply empowering platform for outstanding talent. We value each partner's unique strengths, embrace different paths and encourage individual development.

Broader Vision · Deeper Insight

Advisers discussing a plan by the window

Broader Vision · Deeper Insight

Drawing on our team's deep experience in trading and asset management, and our long-standing collaboration with professional lawyers, we guide you from macro cycles and the US-dollar system to cross-border wealth planning, helping you understand client needs with a holistic view, deliver distinctive value and build your own professional edge. We believe true insight gives you calm, professional confidence in front of clients, and is the cornerstone of a lasting career in the industry.

AI-Empowered · Focused on What Matters

AI-Empowered · Focused on What Matters

Your time should be spent on growing yourself and deepening client relationships, the work that builds long-term value, not on routine administration. With AI-driven automated workflows and a dedicated administrative team, we provide concierge-level middle- and back-office support. Leave the routine to us, so you can focus fully on creating core value.

Compliance First · Steady and Sustainable

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Compliance First · Steady and Sustainable

Rooted in Hong Kong, we understand local regulatory requirements and invest continuously in compliance and risk management. Led by experienced compliance professionals, our risk management is built on robust internal controls, training and supervision, embedding a culture of compliance in every detail of our daily business. Holding ourselves to the standards of leading institutions, we shield our partners from compliance risks and concerns, and work with each of them to hold the line on compliance.