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Our
wealth management services are provided by BMI Wealth Management Limited (¡§BMIW¡¨) and BMI Funds Management
Limited ("BMIF"), which are members of BM Intelligence.
As an independent financial advisor, we provide a comprehensive
range of financial products form the world¡¦s leading bank, financial
institutions, insurance companies and fund management firms to meet
clients¡¦ specific requirements. Our target is to serve global institutional,
corporate and individual clients in Hong Kong, and as soon as market
opens up, to become the industry pioneer in PRC. |
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Professional
- Our financial advisers are qualified, reliant and impartial. |
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Humanity
- We always ready listen to clients' needs, usher the best products
and services for their best interest. |
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Diversity
- We provide a full range of financial services to meet clients' expectation. |
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Quality
- We are dedicated to delivering best-value financial services and
multiplying the benefits from wealth creation to living standard improvement. |
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Our
balanced portfolio covers the following services and products tailored
to clients' special needs: |
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Capital
Growth and Accumulation - It includes saving plans, education
plans and retirement plans. |
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Portfolio
Management - We manage a progressive growth portfolio by
seeking global opportunities from outstanding international investment
products. |
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Tax Planning, Estate Planning and Trusts - We assist
clients in tax saving and minimizing, reducing estate duty or inheritance
tax liabilities, as well as asset protection and management. |
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Offshore
Financial Arrangements - We provide with high degree of confidentiality,
security, asset protection, and tax efficiency. |
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Risk
Management and Insurance Protection - Personal and corporate
risk management, insurance protection and general Insurance are offered. |
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Corporate
Strategic Planning and Development - It includes corporate
financial services, asset and business valuation, corporate communication,
company secretarial and professional translation. |
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For
further information, please feel free to contact
Mr. Alex Chan at direct line: (852) 2593 9696 / wtchan@bmintelligence.com,
You can also visit our official website: www.bmi-funds.com. |
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