About Us

With previous management experience in operating a HKEx mainboard listed financial services firm, we commenced operations in mid 2017 as a licensed financial services provider (CE Number BIH924) and HKEx participant (OTP-C Broker No. 1693). We strive to provide our clients a diversified and multi-product securities platform, for which our securities business covers major markets such as US stock, HK stock, mainland A shares as well as fixed income products. In view of the emergence of New Economy and Technology, we have setup a dedicated team to provide professional financial services for our institutional and HNI clients concerning secondary unlisted shares and funds of “Unicorn” tech companies.

Our management and advisor team possesses decades of execution experience in various sectors such as legal, banking, business development, securities trading, project investment and real estate development. This multifaceted exposure allows us to provide on the ground investment advice and risk management protocols for our clients to maximize risk adjusted returns.

We understand the needs of HNI clients for overseas asset allocation and access to professional quality financial services, as such, we have established a dedicated solution “JR Wealth Management” to cater to the growing needs of comprehensive financial services.

Management / Advisor Team

Shareholders possess both domestic and international business development and operations experience, providing exposure in different industries to enhance information symmetry on financial investments. Management team comprises financial professionals, who have served previously at international financial institutions in a global context.

Previous international financial institutions served:

Previous international markets served: