We build personalized portfolios that reflect your financial goals, risk tolerance, and time horizon. No off-the-shelf models—just thoughtful strategies aligned with your future.
Whether you're planning for retirement, education, or wealth transfer, we help you map out a clear, achievable path. Every financial decision is measured against your long-term objectives.
Our Hong Kong base and U.S. market focus allow us to offer efficient, globally aware structuring solutions. We help clients navigate tax, regulatory, and currency considerations across jurisdictions.
We don’t just aim for growth—we help protect your capital from downside risk through diversification, hedging, and ongoing portfolio review. Your security is as important as your success.
Through SPVs and private networks, we provide clients with selective access to IPOs, pre-IPO deals, and private equity opportunities. These alternatives can enhance returns and diversify your portfolio beyond public markets.
We stay in regular contact with you to review performance, adjust strategies, and ensure your financial plan evolves with your life. You’re never left wondering how your investments are doing—we make sure you always know.
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A FIRST-CLASS FINANCIAL PLANNER?
With decades of combined expertise across global markets, ZhongXin delivers personalised financial planning solutions designed to grow and protect your wealth. Whether you're planning for retirement, building your portfolio, or securing your family's future, we're here to help you succeed.
1000+
TRUSTED CLIENTS WORLDWIDE
200+
YEARS OF COMBINED EXPERIENCE
10
MAJOR MARKETS SERVED
MAYBE IT'S TIME FOR A CHANGE
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Latest News
- November 24, 2025
- by Emma Fletcher
- December 05, 2025
- by Marcus Li
