Since 1993 ICC has been offering independent, expert Wealth Management solutions to private individuals, trustees and corporations. We are also proud to hold licences with the Hong Kong Securities and Futures Commission, the Professional Insurance Brokers Association and the Mandatory Provident Fund Scheme Authority.
Our Core Values are: Excellence, Integrity, Achievement, Intellectual, Teamwork and to be Market Leading in all that we do.
Our values are recognised and trusted by many of the world’s finest financial institutions to provide their products and services to you in a reliable, professional, and ethical manner.
We are a team of highly experienced and solution conscious individuals. Integrating this with our enviable range of leading products and services, ICC is well positioned to carefully design and manage your financial plans, whether your needs are simple or complex.
ICC was built around its clients – people like you. We see you as our best asset. So ICC focuses on building long-term client relationships with regular open communication and education, where required. After all, receiving good advice is one thing; however, it is equally important to not suffer any unwanted wealth-related surprises.
It is imperative that your Wealth Manager understands your unique circumstances. So they will start by investing valuable time to ask you questions that will build a shared understanding of your current financial needs and objectives.
Following this, your Wealth Manager will liaise with you, wherever you are in the world. They will provide you with a carefully considered plan and an ongoing service strategy to achieve your financial goals.
Only at this stage, you decide whether you want to engage us as your Wealth Management partner, and put our advice into action.
- Personal advice in person or by other means,
- Discretionary portfolio management,
- Online valuations and analytics,
- Educational seminars and
- Update newsletters.