APIA is licensed to conduct securities advisory, corporate finance and asset management in Hong Kong by the Securities and Futures Commission. APIA is also an insurance broker licensed by the Insurance Authority.

Personal financial planning made easy.

Don’t put off today what could hurt you tomorrow! Wealth management is about gaining control of your financial life, developing strategies to achieve your financial goals, maximizing the return on your capital and assets and minimizing your tax burden.

By listening carefully to your individual needs, we create plans and develop solutions with the flexibility to adapt to your circumstances as and when they might change.

Our extensive resource of professionals enables us to design and implement comprehensive, personalized wealth management plans entirely in-house, thereby improving confidentiality and reducing inefficiencies introduced by outsourcing some professional services.

  • Lifetime Event Planning
  • Education Fees Planning
  • Retirement Needs Planning
  • Taxation, Estate and Inheritance Planning
  • Wealth Accumulation & Capital Growth Strategies
  • Capital Guaranteed Investment Funds
  • Hedge Funds and other Alternative Investments
  • Managed Investment Portfolios
  • Private Equity Funds
  • Real Estate and Property
  • Strategies for Tax-Free Income
  • Offshore Bank Accounts
  • High-Yield Deposit Funds
  • Offshore Insurance Portfolio Bonds
  • Professional Management of such Bonds
  • Strategies for Wealth Protection
  • Offshore Companies and Trusts
  • Personal and Business Risk Insurance