Prestige Wealth company info

What does Prestige Wealth do?
Prestige Wealth (NASDAQ:PWM) is a premier financial services firm offering tailored wealth management solutions. With a focus on personalized client relationships, PWM delivers comprehensive strategies encompassing investment management, retirement planning, estate planning, and tax optimization. Backed by a team of seasoned financial experts, the company prides itself on integrity, transparency, and a commitment to exceeding client expectations. Utilizing cutting-edge technology and market insights, PWM empowers clients to navigate complex financial landscapes with confidence. Whether individuals, families, or institutions, Prestige Wealth stands as a trusted partner, dedicated to securing and growing wealth for generations to come.
Prestige Wealth company media
Company Snapshot

Is Prestige Wealth a public or private company?

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Ownership
Public

How many people does Prestige Wealth employ?

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Employees
4

What sector is Prestige Wealth in?

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Sector
Financials

Where is the head office for Prestige Wealth?

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Head Office
Hong Kong, Hong Kong

What year was Prestige Wealth founded?

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Year Founded
2018
What does Prestige Wealth specialise in?
/Financial Planning /Investment Management /Estate Planning /Tax Strategies /Retirement Planning /Risk Management

What are the products and/or services of Prestige Wealth?

Overview of Prestige Wealth offerings
Comprehensive Financial Planning, covering wealth management strategies tailored to individual goals.
Investment Advisory Services, offering customized portfolio management.
Retirement Planning, focusing on generating sustainable income for retirement.
Estate Planning, ensuring efficient wealth transfer to beneficiaries.
Tax Strategies, aimed at minimizing tax liabilities.
Insurance Solutions, providing coverage and protection for assets.

Who is in the executive team of Prestige Wealth?

Prestige Wealth leadership team
  • Mr. Hongtao  Shi
    Mr. Hongtao Shi
    Chairman, CEO & Compliance Officer
  • Mr. Ngat  Wong
    Mr. Ngat Wong
    CFO & COO