Tatler: Sage Advice From KGI Asia on Wealth Management and Investment Portfolios
With individual goals and unique circumstances, every wealth journey is different. Navigating the challenges that come with a high net worth is deeply personal and requires an approach to wealth management that’s tailored exclusively to each individual. This is especially true in today’s dynamic investment landscape. There’s no single right approach to managing and investing wealth when markets are volatile—or even when they’re stable. A holistic plan is needed to explore opportunities based on long-term goals and develop customised solutions to optimise returns.
KGI Asia Sage, the new signature solution from KGI Asia, is a next generation wealth management offering, that reflects this need for flexible, personal advice. Created for affluent clients, Sage provides long term, bespoke wealth management services and expert insights.
Whether you’re managing changes in your family, preparing for retirement or planning your succession, KGI Asia Sage unlocks global and regional opportunities across diverse product selections and total wealth solutions, including collection of investment products, customised advisory services and portfolio financing services to optimise your investment returns.
COMMITTED TO PROSPERITY
Since 1997, KGI Asia has been one of the region’s leading financial institutions. With its 25-year history in Hong Kong, KGI Asia has proven partnership is key to keeping clients satisfied. Experienced and knowledgeable wealth specialists take the time to understand every unique need and aspiration, observing each wealth situation and offering sound analysis, wealth insights and recommendations.
Independence is also important; wealth advisers must be trustworthy and forthright with recommendations, which is why KGI Asia’s open architecture isn’t governed by short-term sales targets. Instead, its advisers are purely focused on providing clients with suitable investment products and wealth solutions.
ASIA FOOTPRINT
Crafting the most appropriate solutions to ensure the long-term health of investments is a group-wide effort. With a robust Asia footprint covering Taiwan, Hong Kong, Singapore, Indonesia and Thailand, KGI Asia’s wealth advisers draw on research-based advisory services, strong execution capabilities and their breadth of knowledge about the unique circumstances of the Asia-Pacific region. Chief executive of KGI Asia Reddy Wong says, “By leveraging our expertise and bespoke wealth solutions, as well as the synergies of our group’s resources in Asia, we are determined to become a leading wealth manager in Asia.”
CUSTOMISED SOLUTIONS
With a philosophy based on prudence and alertness to risk, KGI Asia’s personalised, committed approach customises investment strategies, ensuring growth throughout cycles and generations. It is governed by sustainable results backed by long-lasting client partnerships based on competence, respect, trust and care. With a thorough understanding of your needs and aspirations, the company draws on local and global knowledge to design a Sage wealth planning strategy that will help you fulfil your finance goals, track progress over time and make adjustments whenever necessary.
WEALTH ACADEMY
As head of International Wealth Management, Kevin Tai has over three decades of experience in the finance industry. “We understand the importance of investment knowledge and insights for affluent investors. In today’s highly volatile market, knowledge is power,” he explains. Supported by a dedicated team of product specialists and research professionals, this year KGI Asia launched a Wealth Academy series. The collection of digital resources includes wealth management trending topics such as focused product and service features, relevant risk and regulatory compliance requirements, and the latest market trends to ease the learning process via simple and interactive communications. After all, within the bespoke wealth management solutions, KGI Asia believes that education should be part of the holistic service.
Tatler Magazine HK December 2022