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SmartHub Connect is a multi - family office in Hong Kong. We recognized that large wealth management firms often don't fully meet clients' needs.We're an independent, staff - owned firm. Our team has experience from wealth management, private banks, hedge funds, and investment firms. This background benefits our clients, as we offer a more personal, client - centered service.
We prefer to stay small and independent, focusing on a select group of discerning families. Whether you're a high - net - worth individual, a family needing financial guidance, or exploring family office solutions for the first time, we create custom strategies. We also help clients set up multi or single family offices.
What we do
Smarthub helps families with governance. We assist in creating family constitutions that define values and rules. By organizing family meetings and providing decision - making frameworks, we foster harmony. This ensures smooth wealth management across generations.
We, at Smarthub, excel in investment management. Our experts analyze markets and your goals. We diversify your portfolio across stocks, bonds, and alternatives. With constant monitoring, we aim to maximize returns while minimizing risks, ensuring your wealth grows steadily.
When it comes to legacy planning, we've got you covered. We help you set up trusts, design succession plans, and decide on wealth distribution. By considering your family's needs, we ensure your assets are passed down as per your wishes, preserving your family's legacy.
At Smarthub, we focus on tax optimization. Our team studies complex tax laws. We identify deductions and incentives, crafting strategies to minimize your tax liability. Whether for personal or business finances, we work to increase your after - tax wealth.
We at Smarthub are vigilant about risk management. We identify various risks like market volatility and regulatory changes. Through diversification and hedging strategies, we protect your wealth. Our crisis plans are ready to safeguard your assets during tough times.
The Unspoken Truth
We're an independent family office in Hong Kong with three key advantages:
1. Truly Independent Advice:
We don't have our own investment funds or products to sell. This means you always get unbiased recommendations based only on what's best for you.
2. Personal Attention Guaranteed:
We deliberately work with only a small number of families. This ensures you get the dedicated time, focus, and customised service you deserve.
3. Long-Term Partnership:
Free from shareholder pressure to chase quick profits, we focus entirely on helping you achieve your long-term financial goals and build lasting wealth.
Independence
We are employees owned with no shareholder pressure to deliver ever increasing revenue targets. Therefore, we are wholeheartedly working for our clients.
Freedom
We are not constrained or conflicted by the issues many investment management firms face such as being tied to their own ’in-house’ funds or static portfolios. We are free to invest in things that we believe will give our clients the best outcome.
Performance
While we cannot guarantee that past success can always be repeated, since inception, our portfolios have performed better than the industry benchmark.
Experience
Most members of our team have over 20 years’ experience looking after the investments for private clients and working in senior positions of larger firms.
Relationships
We deliberately have fewer clients so that they can benefit from an intimate relationship with the firm and have direct access to our whole team in Hong Kong.
Fees
No upfront fees for our advice—just a transparent annual fee, payable only when you begin to invest with us.