Private wealth management · Hong Kong
Capital deserves a steady hand and a clear ledger.
Elite Wealth Management Group manages discretionary and advisory portfolios for families, founders and institutions across Greater China. Every position, contribution and return is visible to you the day it happens.
HK$4.8B
Assets under management
As at 31 July 2026
320+
Client families
Across 11 jurisdictions
18 yrs
Average adviser tenure
Investment committee
+4.6%
Balanced Composite
Annualised 2019–2025
What we do
Three ways to work with us
Whether you delegate entirely or keep the final say, the underlying research, execution and reporting is the same.
Discretionary management
You set the objective and constraints; our investment committee handles allocation, manager selection and rebalancing across Greater China and global markets.
- Model and bespoke mandates
- Daily NAV reporting
- From HK$5 million
Advisory mandates
Keep the final decision while drawing on our research desk, trade execution and portfolio construction tools for every position you hold.
- Idea generation & research
- Execution across 14 exchanges
- From HK$8 million
Family office services
Consolidated reporting, succession structuring and philanthropy support for families holding assets across multiple jurisdictions and generations.
- Multi-entity consolidation
- Trust & succession liaison
- By appointment
Return on investment
Balanced Composite, year by year
A strategic blend of our fund universe, reported gross of advisory fees. The same return database powers every figure in the client portal.
+46.1%
Cumulative return
2019–2026 year to date
+4.6%
Annualised return
7 complete calendar years
6/8
Positive years
Including year to date
| Selected funds | 2026 YTD | 3-yr annualised | Since 2019 |
|---|---|---|---|
Global Developed Equity Fund GDEQ · Equity | +7.4% | +17.8% | +144.8% |
Asia Private Credit Fund APCR · Alternatives | +5.2% | +8.7% | +81.5% |
Gold & Precious Metals Fund GOLD · Commodities | +14.8% | +23.7% | +207.9% |
HKD Investment Grade Bond Fund HKIG · Fixed Income | +2.4% | +5.0% | +18.3% |
Data as at 31 July 2026. Past performance is not indicative of future results. Figures shown are illustrative demonstration data.
How we work
A deliberate, documented process
No product pushing, no opaque fee layers. Four steps, repeated with discipline.
01
Understand
A structured discovery of your objectives, liabilities, time horizon and genuine tolerance for drawdown — documented as an investment policy statement.
02
Construct
We build the portfolio from a vetted universe of funds and direct securities, sizing each position against its contribution to total portfolio risk.
03
Report
Every valuation, contribution and return figure is published to your portal daily, with time-weighted and money-weighted returns shown side by side.
04
Review
Formal reviews each quarter with your relationship manager, plus rebalancing whenever allocations drift beyond agreed tolerance bands.
Next step
Start with a conversation, not a pitch
Tell us what you are trying to achieve. We will tell you honestly whether we are the right firm for it.