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◆ 集團簡介 Group
Introduction |
- 寰宇金融集團於2000年成立，以香港為總部，以獨立財務顧問的角色，為兩岸三地及亞洲客戶提供獨立、客觀、專業及度身訂做的財務諮詢服務，從中長期投資規劃中，為客戶實現財富增值。
- 同時，結合金融服務機構及獨立財務顧問之業務能力，另透過集團不同事業體，發展GIA資產管理與財富管理顧問事業與訓練業務，並提供組合式基金。
- GIA Financial Group was found in 2000, headquarter in
Hong Kong. As an Independent Financial Advisors, we provide
independent, objective, professional and tailor-made financial
services to our clients in Great China Region, to realize
our client's financial growth target in middle to long
term investment.
- Meanwhile, GIA financial platform combines financial consulting services and independent financial advisors (IFAs), through diversify business models, to develop and deliver GIA asset and wealth management consulting, fund of funds combinations and training business to our clients.
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| ◆ 經營理念 Business
Philosophy |
Get Independent Advice
提供獨立建議 |
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- 以獨立財務顧問角色與全球數十家以上的金融機構合作
- 提供多樣化的金融與投資帳戶型產品
- 給予客戶最多元化的金融服務與建議
- 經由區域性與個人化的顧問服務建立相關投資組合與稅務規劃
- 以期照顧到每位客戶獨特的理財需求與目標
- We have numbers of business associates which are internationally reputable financial institutions.
- We represent these financial institutions to provide different kinds of financial products and investment accounts, offering clients the best and the widest range of financial advices and services.
- We take care of clients' unique financial needs and targets,
providing localized and personalized advisory services
on investment portfolio and tax planning.
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| ◆ 集團主要事業體簡介 Group Subsidiaries Introduction |
| 寰宇投資顧問有限公司
/ Global Investment Advisors Ltd. (HK) |
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- 以獨立財務顧問的角色為目標，為客戶提供獨立、客觀、專業及度身訂做的財務諮詢服務，從中長期投資規劃中，為客戶實現財富增值。
- 以專業之個人理財規劃及投資顧問兩類型服務方式，提供中、港及台的境內與境外金融諮詢顧問。
- 同時與國際級金融機構合作開發及代理各項金融投資保險等商品，並提供全球資產分佈等投資研究與顧問諮詢服務。
- Global Investment Advisors as an Independent Financial Advisors,
we provide independent, objective, professional and tailor-made
financial services to our clients, to realize our client's financial
growth target in middle to long term investment.
- We provide professional personal financial planning and investment consultation in the Greater China region on both onshore and offshore basis.
- As a financial boutique, GIA works closely with renowned financial institutions worldwide in developing and tendering a wide range of investment and insurance products and related consulting services to investors. GIA also focuses on research and analysis of asset allocation for global markets.
持牌證照：
- 「香港證券及期貨事務監察委員會(HK SFC)」許可經營持牌法團（中央編號：AGN867）
「The Securities
and Futures Commission of Hong Kong (HK SFC)」(CE No.：AGN867)
- 「香港保險顧問聯會(HK CIB)」會員（會員編號：330）
「The Hong Kong Confederation
of Insurance Brokers (HK CIB)」(Membership No.：330)
- 「香港財務策劃師學會」會員（會員編號：C000088）
「Institute of Financial Planners
of Hong Kong」(Corporate Membership No.：C000088)
- 「強積金公司中介人」（註冊編號：IC000800）
「Mandatory Provident Fund Intermediary」(Registration No.：IC000800)
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| 寰益投資諮詢(上海)有限公司
/ Global Securities Advisors (Shanghai) Ltd. |
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- 結合兩岸三地的財富管理經驗
- 與內地教育機構及策略夥伴合作，提供個人財富管理顧問諮詢服務與金融保險業務人才培訓
- 培養專業人才滿足不同客戶對於理財規劃的全方位需求
- Established in 2007, GSA Shanghai is the first company to develop business in Mainland China within GIA Financial Group. Apart from developing financial services business, we will also develop portfolio management and financial training services in Mainland China.
- GSA Shanghai is aiming at developing a comprehensive financial services platform and educational training services so as to assist our business partners and financial expertise to provide all rounded financial services to target clients in Greater China region.
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| GIA Global Funds Limited |
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- 為 BVI 證監會核准之基金管理公司
- 發展基金中之基金產品與利基產品
- 提供國際性基金產品開發與管理的諮詢服務
- GIA Global Funds Ltd, established in 2004 and registered as a fund manager under Financial Services Commission at British Virgin Islands.
- Aims at developing fund of fund products and asset management.
- Provide international product development and consultation services.
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