About Us
Wealth Management Group is headed by David Wilkinson with over 20
years experience in the financial
services industry. WMG is a private client wealth management business
managing segregated
portfolios for individual clients in a variety of bespoke strategies
suited to their risk profile and overall financial situation. Wmg also
manages portfolios for other financial institutions offering a
completely customised and personal service.
We have a truly global perspective when it comes to investment to
suite our international base of clients, utilising many of the leading fund
management houses to gain exposure to majour global equity, emerging equity, bond
and cash markets.
Unlike many wealth management companies we do not just look at our
clients investment portfolio but also like to understand thier entire
financial situation so that we can reflect our portfolios risk level
to suite thier individual needs. We manage portfolio in a range of
different tax structures from offshore trusts to pension portfolios.
For more information please do not hesitate to contact us.
Wealth Management Group (WMG) is an asset management company, licensed with the Securities and Futures Commission (SFC) in Hong Kong.
