The Best Wealth Management Firms In Hong Kong

Hong Kong stands as a major global financial hub, offering a diverse range of wealth management services to individuals, families, and businesses looking to grow, protect, and transfer their wealth. The top ten best wealth management firms in Hong Kong have consistently delivered exceptional financial advisory, investment planning, estate solutions, and tax optimization services tailored to the unique needs of high net worth clients. These firms combine deep local market knowledge with international financial expertise, enabling them to offer holistic solutions across asset classes and global markets. Whether it is private banking, portfolio diversification, retirement planning, or succession strategies, Hong Kong’s leading wealth advisors are known for their ability to deliver high level results backed by data driven insights and strategic foresight.

This guide explores the most reputable and trusted wealth management companies in Hong Kong. It considers their service offerings, regulatory compliance, market reputation, client satisfaction, and innovation in financial technology. Readers seeking the best financial planning firms in Hong Kong or searching for trusted private wealth advisors in Asia will find value in this comprehensive ranking. From global banks with dedicated private banking divisions to boutique investment firms focused on personalized asset growth, the list covers the finest players in the industry. It serves as a reliable resource for anyone aiming to make informed financial decisions in one of Asia’s top financial centers.

The Top Ten Best Wealth Management Firms In Hong Kong

10. Credit Suisse Private Banking

Credit Suisse maintains a deep legacy in Hong Kong, having served the region since 1969 and built strong relationships across the ultra‑high‑net‑worth community . The bank won Best Private Bank – Hong Kong in 2021, driven by client‑focused service, a wide product platform, and digital tools that enhance advisory and execution.

Its wealth team is known for integrating corporate and private client solutions, with innovative fee models and efficient onboarding processes. Clients benefit from bespoke investment planning, globally diversified asset access, and seamless support across banking and advisory needs. Credit Suisse remains a top choice for those seeking legacy global private banking paired with deep regional insight and high levels of personal service.

9. UBS Wealth Management

UBS in Hong Kong delivers a holistic wealth platform with comprehensive services spanning investment advisory, estate planning, tax optimisation and philanthropy guidance . It is highly regarded for catering to high net worth individuals and ultra wealthy families who seek global investment access and tailored advice. UBS’s private banking approach blends Swiss standards of discipline with local market intelligence, positioning it strongly in cross‑border wealth structuring and succession planning. The firm’s scale allows for bespoke portfolio design supported by institutional‑grade research and family office integration.

8. Standard Chartered Private Markets & Wealth

Standard Chartered has expanded its reach in Hong Kong via its Private Markets Co‑Investment Club, offering wealthy clients institutional‑grade opportunities in private equity, real estate and private credit with curated due diligence and ongoing monitoring . This initiative addresses rising client demand for access to exclusive private assets beyond traditional public markets. Backing this is broader wealth planning, lending and advisory infrastructure across Asia. Standard Chartered appeals to sophisticated investors seeking multi‑asset exposure and innovative private asset strategies with regional connectivity.

7. Hang Seng Bank Private & Wealth

Hang Seng Bank stands out as Hong Kong’s trusted local institution with extensive retail and wealth footprint, including a network of more than 260 branches along MTR lines . Its private banking offering includes family wealth, junior account programs, and holistic investment planning tailored to affluent clients. Thanks to strong heritage and deep on‑ground presence, Hang Seng provides trusted wealth advisory, deposit solutions and insurance planning that combine local convenience with high level wealth management.

6. Bank of China (Hong Kong) Wealth

Bank of China Hong Kong was awarded Best Wealth Management Bank in Hong Kong in 2024, recognising its rapid growth among affluent clients via offerings such as FamilyMAX, and AI‑driven customer engagement tools . It has successfully attracted young wealthy families with family‑focused products including health programs and junior accounts. By combining affordability, technology and banking scale, BOCHK creates accessible wealth solutions that appeal to a new generation of clients looking for efficient and branded wealth planning.

5. Carret Private Capital

Carret received the award for Best Independent Wealth Manager in Hong Kong in 2024, offering a transparent, fee‑only model without hidden commissions. It delivers institutional‑grade asset allocation, due diligence hardwired into investment decisions, and direct private market access via a partnership with Endowus. Its independence ensures conflict‑free advice and alignment with client goals. Carret’s approach combines traditional value investing principles with modern digital delivery and global fund access, appealing to high net worth individuals seeking clarity, low cost and curated investment journeys.

4. Citi Private Bank

Citi Private Bank was named Best for Ultra‑High Net Worth in Hong Kong in 2023, praised for delivering genuinely customised private banking across borders. The firm supports wealthy families with tailored family office solutions, international investment strategies and legacy planning. With access to over USD 740 billion in global wealth assets and a deep infrastructure across regions, Citi enables clients to navigate multi‑jurisdictional tax, succession and philanthropic decisions. Its strategic focus on next generation families and global connectivity creates a strong differentiator in Asia.

3. Morgan Stanley Private Wealth Management Asia

Morgan Stanley’s wealth operations in Hong Kong won Best Private Bank for UHNW clients in 2023 . A key strength lies in integrating advisory services with top tier investment banking functions including M&A and equity capital markets for clients. Morgan Stanley scaled up its wealth planning platform, launched its next generation programme, and reported high average AUM per relationship manager. This makes it a standout for clients seeking integrated access to corporate finance and ultra high net worth advisory with strong China insights.

2. CICC Discretionary Portfolio Management

CICC was recognised as Best for Discretionary Portfolio Management in Hong Kong in 2025 . It manages nearly USD 23 billion in discretionary assets, offering China 50 International and Global 50 portfolios, along with private equity and multi‑asset mandates. The firm applies a buy‑side advisory model anchored in research, internal risk controls and global diversification. With over 400 investment professionals, CICC builds portfolios tailored to client goals, risk tolerance and planning needs. Its cross‑border expertise and transparency make it ideal for sophisticated investors seeking a rigorous, structured approach.

1. HSBC Global Private Banking

HSBC earned Best Private Bank – Hong Kong in Euromoney’s 2025 awards for its holistic, tailored wealth solutions, global banking integration and leadership in innovation . Operating from Hong Kong’s largest booking centre, HSBC grew assets and revenue strongly despite market volatility, driven by investment and insurance services.

Its teams include wealth planners, relationship managers and credit specialists delivering bespoke lending, capital markets connectivity and climate‑aware portfolios. HSBC leverages AI investment research, global insights and deep regional footprint to serve UHNW clients at scale while maintaining a personal touch. It remains the top performer in the market for comprehensive wealth strategy and family office support.