Our aim is to become the market leader in comprehensive business to business (B2B) wealth management services platforms for IFAs in Hong Kong. By staying truly independent, operating on a low cost strategy and providing only focused and essential services, we hope to become your partner of choice and thus sharing in your success.
We are confident that with our thorough grasp of the wealth management industry and it is constantly evolving landscape (particularly the impending accessibility of the Chinese Investment market) and our strong domain knowledge, the platform we provide will be the most efficient and convenient way in serving the wealth management industry.
"It is evident that the investment sector in Hong Kong is sorely lacking in service providers that combine comprehensive service, easy-to-use systems, attractive charges and in depth local knowledge. This unique insight led us to set up Wealth Management Cube. "