- About Us
Wisdom Alliance, a leading wealth management company, is a member of Hong Kong Professional Insurance Broker Association (PIBA). We specialize in providing wealth management service solutions to High-Net-Worth clients around the Asia. Our management team, with experiences of more than 18 years in the fields of financial planning and investment, understand the concerns of our clients and help develop objective advices and sound investment strategies for their long-term financial goals.
- Good Products - We represent numerous renowned international financial companies, including Manulife International, AIA, AXA, Prudential, MassMutual, China Life Overseas, Chubb, BOC Life, MetLife, FTLife, Generali Life (Hong Kong), Standard Life, Generali Worldwide, and FPI. Within the wide range of products varieties, our Independent Financial Advisers (IFA) can help clients choose the best products suitable for their unique needs and circumstances.
- Investment expertise - Our Research team have investment research and portfolio management experiences of more than 18 years. We help our clients construct a diversified investment portfolio to protect and grow their wealth, while managing the risks.
- Our Client website, an integrated wrap-account platform - Our in-house IT department, with the profound product knowledge and excellent programming skills, has designed a unique and sophisticated system which integrates all plan details. Each of our Wisdom Alliance’s clients can easily review their plan details and investment valuation through a personal account on our website (http://www.wis88.com).
- Our IFA website, an integrated knowledge management and services platform - For our business partners, our comprehensive “IFA website” provides details of product knowledge, latest marketing insights, service information and records, to help our consultants deliver high quality services for clients.
- Our Services – Our experienced service and administration team have established excellent working connections with product companies for many years. We dedicate every effort to provide the best service quality and efficiency in the wealth management industry.
We have received many awards, including the Highest Production Award 2012 CHAMPION, and Top Case Award 2012~2014, from Manulife International. Our sales production, business quality, and excellent services, have been well recognized by our clients, consultants, and also by our product companies.
Please visit our website at www.wis88.com to learn more about us. Welcome to contact us if you have interests in our wealth management services as a client; or in career development in wealth management services industry as consultants. We will be your best partner in every way to help you succeed.
Add : Suite 1003, 10/F, Tower 6, China Hong Kong City,33 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong
map) (Traffic Info)
Tel : (852) 8331-1512
E-mail : email@example.com
Website : www.wis88.com
PIBA Reg M-0506