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About Us
Fortis Wealth Management Hong Kong Ltd offers private individuals and organisations local and offshore discretionary investment management and advisory expertise.
Our business has been operating in the Asia Pacific region for over 40 years. Our branch in Hong Kong opened in 1960 to provide premium local service in the Hong Kong market. We are a locally registered and a member of the Stock Exchange of Hong Kong.
We maintain the boutique-like qualities our clients expect, including tailored portfolios and personalised service. We have an unswerving commitment to excellence and to delivering balanced, dependable Wealth Management strategies.
Wealth Management Solutions
Our value begins with the quality advice and expertise of our Investment Professionals and the discipline of our investment principles. In addition, we offer an appropriate range of products and services that allow our clients to tailor a programme that address their specific financial goals:
- Investment Portfolios
- Cash Management Accounts
- A wide range of Mutual Funds
- Individual stocks, bonds, and alternative investments.
Our approach to Wealth Management is characterised by:
- the best in personal service,
- disciplined investment philosophy,
- investment research and analysis, and
- ongoing reporting and monitoring.
Together, these factors create a highly focused, flexible organisation designed to grow and protect the wealth of our clients. In the volatile world of finance, our long-standing and proven investment process enables our clients to invest with confidence.
Contact Us
Fortis Wealth Management Hong Kong Ltd
28/F - 29/F, Three Exchange Square
8, Connaught Place
Central, Hong Kong
Tel: + 852 3920 3600
Fax: +852 3920 3700