Providing comprehensive wealth management plans that is tailor to different clients’ needs is far beyond the capabilities of any single professional consultant. We assemble a team of specialists from different fields ranging from legal, insurance, investment, real estate, commercial and tax to provide integrated services for clients to make the right decisions.
About Us
Novel Wealth is committed to providing high-quality, one-stop and all-rounded financial services to larger fortune clients and corporate customers.
We actively respond to the challenges in managing massive portfolios.
OUR COMPANY
Novel Wealth Management Limited (“Novel Wealth”) (CE No.: BQQ992) is licensed and supervised by the SFC Hong Kong to provide Type 1, Type 4 and Type 9 license services to authorized investors.
We provide tailored services in the field of various wealth management, external asset management and etc. to meet the specific needs of different customers.
Novel Wealth is formed by a group leaders and specialists who are experts and experienced industry players with the knowledge, experience, network and autonomy to make and implement decisions quickly.
We provide customers with services ranging from family office, wealth management services to external asset management, we are committed to safeguarding the interests of our clients, establishing mutual trust relationships with them, and helping them to protect, grow and manage their wealth.
OUR VALUES
Clients come to Novel Wealth for the time, expertise, and trust we give them.
Novel Wealth is wholly owned by partners who run it, so we maintain high degree of independence. In view of this, we are fiercely independent. Meaning that we have the flexibility to recommend products that suit our client’s best interest. Not just for the next quarter, but on long-term results in the coming decades. As a licensed asset management company, client’s interest is our priority.
Clear Goals,
Customers Oriented
Solutions,
Tailored
Our autonomy and determination allow us ample time to make the right decisions.
Whether it is to understand the ambitious goals of our clients, formulate sophisticated global strategies to fulfill their objectives or implement effective solutions, we know it takes time to set up plans to satisfy our clients, their businesses and their families. The insights and knowledge we gain will help every client to come up with a suitable solution.
We have accumulated a wealth of knowledge and extensive network to help clients broaden their reach, make better decisions and grow their wealth with peace of mind. We build a team of experts and leaders that are dedicated to our clients and our senior leaders and specialists are all readily accessible locally.
Professional Team, Sincere Service
OUR MISSION
Novel Wealth is committed to providing high-quality, one-stop and all-rounded financial services to larger fortune clients and corporate customers.
Our leaders and professionals strive to provide customers and enterprises with a continuous, sustainable and efficient development with a prudent and professional business belief.