We are a team of seasoned financial advisors who are highly experienced professionals from key international private banks with successful track records in private wealth and asset management for decades.
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About Harmony
Who we are
About Harmony
We are a team of highly experienced financial professionals from key international institutions, with successful track records in financial asset management for decades.
Harmony Wealth Management Limited (CE: BSL435) is regulated by the Securities and Futures Commission and licensed to advise on securities (Type 4) and provide asset management (Type 9) services.
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Mission
Our community of clients, associates & partners collaborate & work together to drive a common objective of profitability, sustainable growth & long lasting beneficial relationships. We aim to source the best-in-class products and services to provide a premium standard of personalized and independent private wealth management services.
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Vision
Harmony's vision is depicted in our Logo, a meeting of minds in the spirit of understanding and trust, in promoting connectivity, collaboration, cohesiveness and consistency of values.
Our logo tells that wellbeing can be supported by a harmonious pillar, where life’s goals can be met through a balance of activities encircled by fortune, professional execution, and innovation.
Approach
How we do it
Approach
Our services are designed to align with our clients' needs and our subject matter expertise. A thorough mutual understanding with clients is fundamental to achieving their wealth objectives. We value our clients' trust and build long-term relationships that enable us to continually improve our skills and execution to better serve them. Through ongoing analysis and objective evaluation, we identify both current and future opportunities.
We take the time to understand our clients' investment objectives and risk tolerance, enabling us to construct a core model that is tailored to their unique circumstances and combines short and long-term goals. For some clients, such as those with philanthropic mandates, the investment goals may be perpetual, and it is essential to establish an investment discipline that can stand the test of time.
We are committed to supporting our clients and providing them with the highest quality service.
Services
Some of our Effective Solutions
The services that we offer are an intersection between what is important to Our Clients and in what areas We have subject matter expertise. Regardless of the particular offering, our guiding mantra is to “roll up our shirtsleeves, focus on proper execution, and faithfully putting Our Client interest first and foremost.”
Wealth Solution
Through continual analysis and objective evaluation, we are able to spot both opportunities and anticipate future issues.
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Client Relationship Management
We understand client financial situation, investment objectives and risk tolerances.
Legacy Planning
We help individuals and families manage and transfer their wealth, values, and personal legacy to future generations.
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Incredibly
Effective Case Studies
NEVER GIVE UP IN TIMES GOOD AND NOT SO GOOD
Our team has long experience of blending with Inner harmony, which serves as the greatest supporter in facing the ups and downs of life. To find the underlying harmony amidst the world’s disharmony and to maintain that harmony within to attain deeper wisdom and balance of mind.
Chingyee Yau
Chief Executive Officer
With extensive experience in corporate and private banking in Australia and Hong Kong, Chingyee is an acclaimed private banker, awarded by Private Banking International in 2014.
Philip Niem
Managing Director
Philip has been involved in the wealth management & investment banking field for over 30 years. Mr. Niem received his BSc from the London School of Economics.
Eva Luk
Managing Director
With over 30 years in the Private Banking industry, Eva has extensive experience in providing wealth management solutions to ultra-high networth families in both the Hong Kong and offshore Thailand markets.
Quote About
Customers Experience
Chloe Savannah
Senior Manager of Excel Solution
While running an early stage startup everything feels
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Ethan Sebastian
Senior Manager of Excel Solution
While running an early stage startup everything feels
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Max Benjamin
Senior Manager of Excel Solution
While running an early stage startup everything feels
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Find Out Our
Insights & Intelligence
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Satisfied clients
As independent advisors we are not tied to the limitation of any one service provider, hence more flexible and able to solve problem for clients without the often pressure of profitability related account objective set by banks.
Reach Us
Send a message
General Enquires
Phone: +852 2129 0681 & Email: connect@harmonywml.com
The contents of this website are for information purposes only and do not constitute any offer to buy or sell any financial products or contract for any type of service. Investing in diversified financial assets is necessary to protect and grow your wealth over time. However, financial assets may be affected by a variety of factors which may cause them to lose values. Furthermore some products and services are only available to investors meeting certain eligibility requirements. Please note that Harmony Wealth Management Limited may only service persons qualifying as Professional Investors in accordance with the Securities and Futures Ordinance of Hong Kong.