Wealth planning and financial advice in Hong Kong

Whether you’re a Hongkonger with international interests or an expat establishing your life in the city, managing wealth across jurisdictions can be both exciting and complex.

At St. James’s Place, we offer bespoke financial advice in Hong Kong, tailored for clients with global assets, cross-border considerations, and long-term ambitions. From overseas investments and international property to family relocation and retirement planning—we’re here to help you make sense of it all.

Many of our clients are expatriates or internationally mobile professionals, including Hong Kong residents looking for wealth management that goes beyond borders. Our financial advisers take the time to understand your goals and create a personalised plan that provides clarity, confidence, and long-term direction.

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Please note that past performance is not an indicative of future performance, and the value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.

Recommendation relating to a Will, matters of guardianship, trust, Lasting Power of Attorney involves referral to a service that is separate and distinct from those offered by St. James’s Place.