Succession Planning

Tailored for individual customers, Innovest has designed a series of comprehensive financial planning schemes. From cash, credit limited to insurance and investment portfolios, the services aim at creating an optimum split between asset & income. In addition to the accumulation of wealth, secured investments is also a priority in realizing a high-return, healthy wealth management plan.

Wealth Management

Innovest Wealth Management Ltd., incorporated in 2016, is a wealth management service provider with a focus on innovative and customized wealth planning solutions for individuals & enterprises in Hong Kong & China.

By co-operating with various partners, we are dedicated to bring diversified, reliable wealth planning services for our customers.

We dare to innovate by creating unique wealth management solutions and develop multi-generational wealth solutions, fund management, alternative financial planning & other value-added services, in order to create customized, lifelong & trustworthy succession planning services not only to fulfill customers needs but also to exceed expectations.

Personal Protection & Financial Planning Services

We are committed to providing a complete range of personal protection & financial services for individuals and businesses. Hence, we work with top-notch insurance agencies and trust companies to
help you grow, secure and build up substantial wealth by assisting you to develop customised succession plans and strategies so to achieve peace of mind for generations. Our partners include
international insurance companies and trust companies.

Education & Training


Taking “Innovative Business · Clan Inheritance” as its vision, the college actively promoting social and HR training resources, so as to fit with the prosperous knowledge-oriented society’s development.

微信号: ibc-hongkong

香港總部 Hong Kong Headquarters


Unit 1904, 19/F ChinaChem Leighton Plaza, 29 Leighton Road, Causeway Bay, Hong Kong



星期一至五  上午9時至下午6時
Office Hours: Mon-Fri
9AM - 6PM

電郵 Email

熱線 Tel

+852 3701 0330

傳真 FAX

+852 3702 0172





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