PRIVATE WEALTH SERVICES IN HONG KONG

Kensington Trust Group (KTG) established a presence in Hong Kong in 2013. In the same year it formed a strategic alliance with JTC, which was further strengthened the following year with JTC’s investment.

This alliance creates a global offering of trust, fiduciary and corporate services and fund administration to what is now the collective JTC Kensington client base.

 

Private Clients

Our independence and focus ensures that we listen, advise and create plans that are completely aligned with a client’s personal goals. It is these qualities that have contributed towards the long-term relationships that we continue to nurture and build partnerships on. We have extensive experience in managing wealth from trust and estate planning to family governance and succession in Hong Kong.

We have experience in administering the underlying businesses within private clients’ structures which requires a blend of ‘corporate style’ service with the defined focus and personal interaction that underpins our traditional private client relationships.

Services which we provide to our private clients in Hong Kong include:

  • Establishment of bespoke trusts and foundations based in a number of jurisdictions for estate and succession planning, philanthropy objectives and any other specific purpose
  • Provision of personal trustee services
  • Ongoing administration and financial accounting including underlying structure and portfolios
  • Ensuring that management and control is exercised in the appropriate jurisdiction, when required
  • Partnership with licensed asset/fund managers in management of the assets

 

FAMILY OFFICE

Servicing family offices in Hong Kong is a speciality area and our associated expertise ranges from administration and structuring through to governance, succession planning and even educating family members.

 

BUSINESS & FAMILY SUCCESSION

Governance

We work closely with our clients to implement governance structures that reflect each family’s values.

Committees
As an independent advisor, we can provide cross-cultural committee members who can help families devise effective business management committee structures, which are not only efficient but also create a forum to enable the family’s vision and values to be transmitted to the next generation.

Succession

By engaging with several generations of the same family, we can build strong, effective solutions to lead our clients and their families through the complex challenges of managing generational wealth.

Education

Engaging with younger family members to build strong financial skills teamed with real world awareness helps to preserve and sustain our clients’ family vision for generations.

WHAT MAKES US DIFFERENT?

We value shared ownership. We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We value relationships. We aim to work with clients who share our belief in the importance of building strong relationships over time.

We invest in our people. Over 70% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology. Our market-leading systems and operating platform are robust, powerful and flexible.