ABOUT US
About Us
PRIVATE WEALTH & FAMILY OFFICE SOLUTIONS
Monarch Capital Management Limited is a SFC licensed company holding Type 1 - Dealing in securities, Type 4 - Advising on Securities, and Type 9 – Asset Management under the Securities and Futures Ordinance in Hong Kong.
We are an External Asset Management (EAM) and Multi-family office company. As an external asset manager, we partner with the most reputable private banks, brokers, and financial institutions. These trusted partnerships ensure that clients gain access to a diverse array of products and services to best suit their needs.
As a multi-family office, we provide advice on Will & Estate Planning, Family Trusts, Philanthropy and Sustainable Investing. A family office is a powerful arrangement for the preservation of family wealth through trusts and investments, family harmony through internal governance and education, as well as legacy and values planning through philanthropy and foundations. A well-run family office successfully integrates strategies to ensure that they support the goals of the family as a whole.
Our Philosophy and Approach
WALKING WITH YOU TO SHAPE YOUR FINANCIAL FUTURE
We believe that true wealth management goes beyond numbers - it’s about building enduring relationships and guiding families through every stage of their financial journey.
We take a client-first, relationship-driven approach, rooted in trust, transparency, and long-term partnership. Our goal is not just to manage assets, but to understand the unique aspirations, values, and dynamics of each family we serve.
As specialists in succession planning, we help clients navigate the complexities of wealth transfer, governance, and legacy creation. Whether it's structuring family trusts, planning estates, or fostering intergenerational harmony, our strategies are designed to preserve wealth and values across generations.
We integrate investment expertise with family office services, ensuring that every solution is aligned with the broader goals of the family. Our independence allows us to offer unbiased advice, while our global network ensures access to world-class financial products and services.
Our Network and Partnership
TAILORED SOLUTIONS. TRUSTED PARTNERS
Our strength lies not only in our expertise but also in the powerful network we’ve built. As an External Asset Manager (EAM), we maintain trusted partnerships with a diverse range of private banks, brokers, and fund houses—both locally and globally.
These relationships are carefully cultivated to ensure our clients benefit from:
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Unbiased access to a broad spectrum of financial products
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Open architecture investment platforms
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Tailored solutions across asset classes, geographies, and risk profiles
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Exclusive opportunities in private equity, alternative investments, and structured products
Our impartial position empowers us to source products and services from a broad network of trusted providers. Instead, we act solely in the best interest of our clients—curating the most suitable solutions from a wide marketplace. Whether you're seeking capital preservation, growth, income, or legacy planning, our network empowers us to deliver that align with your goals.
EXPANDING WEALTH HORIZONS WITH A GLOBAL PERSPECTIVE
Connecting Wealth to Global Prosperity
Global Expertise
Family Focus
We assist families in managing their assets by providing expertise and support in global investments, cross-border estate planning, and strategic banking partnerships.
We seek investment opportunities across global markets and offer the insights and infrastructure needed to help clients navigate complexity with confidence and pursue their wealth goals with stability
International and
Regional Compliant
Our global perspective enables us to deliver solutions that are internationally aligned and regionally compliant, meeting the diverse needs of clients across jurisdictions.
This dual lens empowers our clients to access diversified investment opportunities, navigate regulatory landscapes with clarity, and benefit from strategic foresight—wherever they are and wherever they aspire to go.
Global Wealth
Allocation
Through our extensive global network, we facilitate secure and flexible cross-border asset management, providing clients with seamless access to trusted financial institutions and solutions.
We also help families align their wealth with their values by structuring charitable giving and social investments that create meaningful impact across the globe.