Our Company

Global Financial Wealth Management Ltd. (Global Financial) was established in Hong Kong in 2006. We provide comprehensive and professional wealth management services to clients in Hong Kong, Macau and Southern China.

 

Recently, we have invested in developing digital and online platform. With the vision of “Manage Wealth without Border”, we produce a lot of videos and put them on different media for our clients to get useful information anytime and anywhere.

 

Global Finance continues to innovate. For more than ten years, even with the ups and downs in the financial market, we become one of the successful and reliable independent financial advisors in the industry.

 

Adhering to our vision of "Three Reals", Global Finance is committed to providing high-quality professional financial planning services and brings peace of mind, health and sustainable life to everyone at different stages of life.

Real ✦ Honest

"Trust and Honest" is our belief. We provide customers with considerate financial planning services.

Real ✦ Relationship

To customers: Through different contact methods, customers can communicate with our staff but not artificial machine.

To employees: We stablish a good working environment and attach importance to talent development.

Real ✦ Development

We continue to expand our business and become a sustainable company.

Milestone

2006 

Global Finance was established
2011
We became a licensed broker (PIBA)
2012
We won the prize of 2012 AXA Five-Star Service Award; AUM reached HK$ 100M
2016 
10th Anniversary; AUM reached HK$ 500M

2020

Development of online platform

Reward

AXA China Region Insurance Company(Bermunda) Ltd
安盛保險(百慕大)有限公司

 

2012 Best Partner

 

2012 Five-Star Service Award

 

2014 AXA Most Valuable Partner (Investment-Linked Policy) Award

Our Partners

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