Wealth management
P.B. Wealth Management Limited
Wealth Management｜財富管理
Wealth Management at the Centre · Connected Long-term Planning
Wealth Planning at the Centre. Connected Professional Support.
P.B. Wealth Management Limited is the operating company for the Group’s wealth management business. Starting from clients’ long-term planning needs, we support individuals, families and corporations in protection, retirement, corporate risk and succession arrangements through insurance and MPF services.
Business Overview
Business Focus
Wealth planning involves responsibilities and goals across different life stages. P.B. Wealth Management starts from clients’ actual needs, helping individuals, families and corporate clients organise considerations around protection, retirement, corporate risk and succession. Within our licensed and registered scope of business, we assist clients in understanding and comparing relevant solutions from cooperating insurers, and provide ongoing policy servicing and support.
Five Planning Facets
Insurance is one of the important tools for long-term wealth planning
Where appropriate, insurance can help address protection gaps, family responsibilities, medical risk, corporate risk, liquidity and succession-related needs. P.B. Wealth Management’s primary professional foundation is insurance and protection planning, and we provide services according to clients’ circumstances and within our authorised scope of business.
Licensed and Registered Scope of Services
Long-term Insurance
Life, medical and health protection, critical illness, savings, retirement and other long-term insurance solutions we are authorised to handle
General Insurance
Personal and corporate general insurance, including commercial liability, property, engineering, cargo and employee-related cover
MPF
MPF-related services and support for individuals and corporate clients within our registered scope of business
Key areas of corporate insurance focus: directors’ and officers’ liability insurance, professional indemnity insurance, marine cargo insurance, contractors’ all risks insurance, public liability insurance.
Connecting Appropriate Professional Support
Some planning needs may involve different professional areas such as trusts, legal, tax, accounting and corporate advisory. P.B. Wealth Management’s core specialty is insurance and protection planning, and we may collaborate with relevant professionals and institutions according to clients’ actual needs.
Role boundary: P.B. Wealth Management primarily provides insurance broking and related services within its licensed and registered scope of business. Legal, tax, trust, accounting, investment and other professional services or advice are provided by the relevant professionals or institutions within their own professional remits.
Contact Us
P.B. Wealth Management Limited
Address: Room 1601, 16/F, Park Commercial Centre, 180 Tung Lo Wan Road, Causeway Bay, Hong Kong
Tel: +852 3743 0698
Fax: +852 3743 0734
Email: cs@thepbg.com
The information on this page is for general reference only and does not constitute an offer or recommendation of any insurance or other product, nor does it constitute legal, tax, investment, trust or other professional advice. Different insurance products have different terms, coverage, exclusions, premiums, fees and related risks. Clients should carefully read the relevant product documents and terms before making any decision.