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Wealth Management

Our Strength

Luk Fook Wealth Management (HK) Limited (“LFWM”), one of the wholly owned subsidiaries of Luk Fook Financial Services Limited (the “Group”), is registered under Insurance Authority as a licensed insurance intermediary (License No. FB1648), and with MPFA as an MPF Principal Intermediary (MPF Reg. No. IC000978). LFWM is principally engaged in insurance brokerage business and providing advice on MPF schemes.

Wehave a strong professional team, and each consultant of LFWM has profound knowledge to formulate the most prudent financial proposal to help client actualize financial target.

Weprovide clients with diversified products including insurance, investment linked insurance, annuity and MPF.

Weare professional financial advisors. We always adopt neutral perspective towards the financial products and services in the market to provide professional financial advice for our client’s best interest.

Webelieve that every client is our wealth and it is very important for us to build a trustful long term relationship with our clients. As such, we always place our client as our top priority and we will ensure our clients fully understand the consultant’s advice during the whole financial planning process.

Wesincerely offer the most considerate services after financial plans are formulated. Moreover we will continue to execute the plan and review with the client periodically, providing advice depending on different situations.

As part of our financial planning process, where a client of LFWM who is interested in making investments in securities or futures, we shall ensure a SFC licensee with proper licence in carrying out the regulated activities within the Group. Where the investment products (such as unit trusts and/or mutual funds) are to be traded (via Luk Fook Securities or Luk Fook Futures as appropriate), the client would make his own decision for investments.