Private Wealth Management
The Trusted Wealth Manager for Entrepreneurs
Wealth Planning
Our Wealth Planning team is committed to helping you preserve the wealth for your family and make your vision come to reality.
Our wealth planning specialists are equipped with profound experience so that we are able to provide advisory services and assistances to high net worth individuals at home and abroad. Well-versed with a range of structures and wealth management instruments including trusts, insurance arrangements, foundations and corporate structures, we can pick and devise appropriate solutions well-suited to your wealth planning and succession needs:
Pinpoint the best way to manage and plan ahead for your future liquidity needs;
Craft a wealth preservation and transition plan encompassing wealth management structures, wills and other succession planning strategies;
Work out a succession plan for clients with the advantages of expertise provided by our external professional partners (e.g. lawyers, accountants, professional trustees and advisors in specific areas); and
Maintain your wealth planning structures.
Investment Products and Services
Fixed income investment can enhance the risk-return of your portfolio and provide a steady income stream. Generally less volatile than equity, this asset class is a candidate for diversifying your investment. We select bonds across regions, issuers, durations, investment grades or high yields to give investors the optimal strategy to respond to the market dynamics.
Structured products are a packaged and securitized investment embedding derivatives linked to various assets like equities, bonds, currencies, rates, commodities or funds. Structured products are highly customizable to match investors’ desired risk and return outcomes. We provide structured products for different strategies, including but not limited to capital protection, yield enhancement, participation and leverage.
We provide global securities trading services across major markets round the clock, with an efficient and reliable trading platform and analytical tools.
Funds are popular with their inherent nature of diversification. The expertise of fund managers, their ability to invest across assets and regions and the economies of scale provide solutions to many investors to overcome various investment hurdles.
We select various funds globally for their performance, strategy, and fund managers’ skills and insights. We offer fixed income funds, equity funds, multi-asset funds and alternative funds to match your investment goal and risk tolerance.
We offer a comprehensive range of financing solutions providing you greater flexibility on your investments.
Contact Us
- Private Wealth Management Enquiry Hotline: (852) 2213 8038
- Email: pwm-enquiry@portenospanish.com
- Customer Service Hotline: (852) 3583 3388
- Private Wealth Management Centre: Suites 3007-3010 One International Finance Centre, No.1 Harbour View Street, Central, Hong Kong
- Official WeChat Account: