About Us

About Us

Our Mission

Our mission is to become a trusted life planning partner for our clients, providing excellent wealth management services to help them achieve financial freedom and personal goals.

Our team is highly flexible and committed to integrity, prioritizing clients’ interests by deeply understanding their needs, goals, and risk tolerance. We develop suitable life planning strategies to maximize their returns.

Company Profile

BS Wealth Management Limited ("BS") was established in 2015 as a wealth management company, providing
professional and comprehensive financial service to clients across multiple countries and regions in Asia

Professional Qualifications held by "BS" and its advisory team:

Member of the Hong Kong Professional
Insurance Brokers Association

Registered insurance broker
licensed by the Insurance Authority

MPF intermediary

Approved Retirement Advisor
qualification

Recognized international professional partner
of the Chartered Insurance Institute, UK

Member of the Chartered
Insurance Institute, UK

Professional Qualifications of Advisory Team

Member of the Hong Kong Professional Insurance Brokers Association

• Professional Insurance Brokers Association was formally established on January 29, 1988. The purpose was to assist the insurance broker to comply with the insurance regulations and resolve issues encountered by insurance brokers.
• "BS" is the Member of the Association.

Registered insurance broker licensed by the Insurance Authority

The Insurance Authority is a new insurance regulator independent of the Government. The objectives of its establishment are to modernise the regulatory infrastructure to facilitate the stable development of the Hong Kong insurance industry, provide better protection for policy holders, and comply with the requirement of the International Association of Insurance Supervisors that insurance regulators should be financially and operationally independent of the government and industry.
• "BS" is the registered insurance broker, holding a comprehensive operating license that covers general business and long-term business (including associated long-term business).

MPF Intermediary licensed by the Mandatory Provident Fund Schemes Authority

• The Mandatory Provident Fund Schemes Authority (MPFA) is a statutory body established under the MPF Ordinance. Responsible for regulating and supervising the operation of MPF and occupational retirement schemes to ensure compliance with the MPF Ordinance.
• "BS" is the principal intermediary and has extensive experience in retirement planning. It can select suitable MPF providers for companies and individuals.

Member of the Chartered Insurance Institute, UK

• The Chartered Insurance Institute (CII) is a professional body dedicated to building public trust in the insurance and financial planning profession. Through relevant learning, insightful leadership, and an engaged membership, we drive forward professional standards.
• Success in CII qualifications is universally recognised as evidence of knowledge and technical expertise and our 122,000 members maintain their professional standing by adhering to our Code of Ethics and committing to continuing professional development. We
also work with businesses to develop bespoke, company-wide solutions that ensure competitive advantage by enhancing employees’ technical and professional knowledge.

Recognized international professional partner of the Chartered Insurance Institute, UK

• We are one of the International Professional Partner Firm(IPPF) from Chartered Insurance Institute (CII). There are only 13 intermediaries/ brokers members in Hong Kong have this honor.
• An International Professional Partner Firm voluntarily demonstrates adoption of the professional standards and code of ethics set by Chartered Insurance Institute and this alignment allows associates to stand tall behind a strong and proud inclusive united culture placing clients and staff at the heart of its commitment and focus.

Approved Retirement Advisor qualification

The Hong Kong Institute of Financial Planners (HKIFP) possesses a professional qualification that focuses on retirement planning. The advisory team at "BS" holds approved credentials as retirement advisors.

About Us

Company Overview

BS Wealth Management Limited is a wealth management company assisting clients in Asia to protect and grow their wealth since 2015.

BS Wealth employs a professional approach to wealth management by starting with a thorough knowledge of the client, coupling that with extensive research and providing relevant options to satisfy the clients’ needs.

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FAQ

Frequently Asked
Questions

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But must explain to you how all this mistaken idea odenouncing pleasure and praising pain was born and will give

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Your Aspirations: Our Mission

Our mission is simple: to help our clients achieve their financial dreams and aspirations. As distinct professional financial consultants, our team can offer the flexibility and integrity necessary to attend to our clients’ best interests, helping them fulfil objectives and maintain financial health and wellbeing.

Financial Planning is for Everyone

Whatever your age, your profession, your stage or aims in life, financial planning is more than a roadmap that assist you accomplish your financial dream - it is crucial to your life’s wellbeing in every way, financial or psychological. Yet, no two clients will face the exact same needs. That is why we always customize the product to everyone’s unique needs.

Our Approach: Prudent, Informed and Professional

We work hard to make our clients’ money work well for them. The prudent plan we propose does not come from luck or guesswork; rather it is a result of solid research and in-depth analysis from our team of knowledgeable and market-savvy strategists. The systematic gathering and interpretation of market intelligence, followed by consistent application of professional judgments is what makes BS Wealth unique.

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