Trusted By Ultra Affluence
Specializing in private wealth management and investment planning & execution
Train practitioners and have competency in cash flow, investments, retirement, tax, estate planning, risk management, insurance and education funding.
Promote disciplined & scientific processes to ensure investors are moving closer to the goals and requirements.
Advocating the holistic approach for structuring wealth solutions that fulfilling client's life and tactical goals.
Good faith in improving financial literacy in investing communities and empower investors making informed & sensible decisions.
APB has aspiration and commitment in :
Uphold the moral and ethical standard of the industry
Support the industry practitioners in professional development
Collect opinions from the industry practitioners and deepen the research level of the industry
Unite the industry practitioners for sharing market intelligence and for discussing with the relevant market players & regulatory authorities
Disseminate and advocate the best business practices
10/F, Dawning House, 145 Connaught Road, Central, Hong Kong
Email : firstname.lastname@example.org (Secretarial Office)
Tel : (852) 3499-3851
Dial In : (701) 801-1211
Access Code : 164-487-165
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