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We Brave the Wind and the Billows for your Investment Journey

Wealth Harbour Investment & Management

Corporate Philosophy

"Safe Harbour for your Wealth,
Navigator for Asset Value Growth"

Wealth Harbour Investment & Management Co., Ltd. ("Wealth Harbour") is a Hong Kong based independent asset management firm that is managed by a group of experienced entrepreneurs, fund managers, business consultants and senior executives. Our brand "Wealth Harbour" symbolizes safe harbour to protect the wealth of our investors. While protecting the wealth of our investors, we are also happy to play the role of navigator, exploring asset value growth opportunities on the investment channel that is suitable for our investors' risk appetite.

Our Logo design is inspired by the combination of the dollar sign and the stable anchor of the ship in the harbour, which is aligned with our mission to protect the wealth of clients and provide safe and reliable investment management services.

Our Team
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Our Own Edge

Wealth Harbour is managed by a team of seasoned portfolio managers who has over 30 years of asset management experience and well-experienced professional. Our team has previously managed numerous SFC authorized public funds and private funds with various investment strategies focusing on the Greater China region. We offer diversified investment style ranging from conservative, balanced, income, value to growth to cater to the unique needs of our investors.

​With the professional knowledge and network of the management team, Wealth Harbour is committed to building a professional asset management platform that continuously creates value for investors. We partner with professional accountants, lawyers, fund administrators, banks, and securities companies to jointly establish and operate funds. Fund assets are custodial and deposited in large banks and securities companies to ensure that investors' assets in the fund are fully protected.

​Wealth Harbour is a SFC licensed corporation for Type 4 (advising on securities) and Type 9  (Asset Management) regulated activities in Hong Kong. Our business is overseen by well-experienced compliance professionals and licensed responsible officers.

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Investment Services
Image by Florian Wehde

Our Investment Services

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Discretionary Account Service

Investment Advisory

​Private Equity Fund

Fund Establishment

Wealth Harbour SPC Fund

Our services are only available for professional investors as defined by the SFC*,
Please contact us for more information.

*The threshold for individual professional investors specified under the Securities and Futures Ordinance is required to hold 8 million Hong Kong dollars or other currency equivalent assets, including:

  • Investments (including stocks, bonds, unit trusts, equity linked investment and more) based on market value

  • Certificates of Deposit (CDs)

  • Cash or cash equivalent deposits

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