ABOUT US
HKT Wealth Advisory Sdn. Bhd. comprises a team of professional advisors with various financial backgrounds, ranging from banking, insurance, financial and estate planning. We are licensed by the Securities Commission under the Capital Markets & Services Act 2007 (Capital Markets Services License No. eCMSL/A0394/2023) to provide personal financial advice and planning to serve all our clients.
Our global presence is established through the Hong Kong Fiduciary Association Limited, founded in 2015. It brings together professionals from diverse financial sectors, such as trust, insurance, banking, securities, funds, accounting, legal, and real estate. With headquarters strategically located in Hong Kong, an international financial hub, the Hong Kong Fiduciary Association Limited has established offices in China, Malaysia, Taiwan, and Switzerland to promote trust services.
OUR VISION AND MISSION
VISION
To represent trust, financial planning, and estate planning. Promoting these services in the Asia Pacific region. We aim to continuously enhance our service professionalism, support industry growth, and lead through education and development opportunities.
MISSION
To bridge the gap between the public and wealth management, offering education and services of trust, financial planning, and estate planning through seminars and forums as well as tailoring plans for your asset management needs.
