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
粵創商業研究所
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.