prom-right2

關於卓越集團

「卓越」成立於1994年,於2013年正式整併為「卓越資產管理集團」,專注於為中高端人士提供全方位的財富管理,透過全面的理財產品和服務平台,以獨立客觀的視角,且配合專業的團隊,為客戶提供最專業的財富管理諮詢服務,保障客戶的資產安全,穩健的增長家族財富及傳承其家族財富。

About Summit Group

"Summit Group" was established in 1994, and it consolidated to Summit Capital International Group Limited. We focus to provide the high net worth individual client with a full range of wealth management. There are comprehensive financial products and service platforms with our independent and the professional team to offer our client the most professional wealth management consulting services to secure our client’s assets, increase family wealth steadily and pass on family wealth to next generations by trust.


卓越資產管理集團核心優勢

卓越資產管理集團一直以「紮根港台、背靠大中華、放眼全球」為理念,引領財富管理行業發展,為客戶實踐「在地化服務、全球性視野」。

    • 清晰定位

以專業財富管理知識、完善的財富管理平台、全面系統化的配套服務,幫助富豪客戶創造財富、維護財富及傳承財富,實現優質生活。

    • 優秀專才 

大部分擁有基金、保險、理財規劃師資格,並擁有為富豪家族從事私人銀行服務的經驗,提供最專業的財富管理諮詢服務,注重誠信並且長期穩健經營。

    • 策略性的聯盟

集團與多個中、港、台、新、美、加、澳的金融相關服務平台及專業團隊達成策略聯盟,為客戶提供全方位財富管理資訊與諮詢服務。

    • 專業的合作夥伴

透過與多間國際知名的金融機構,提供多元化的投資工具和專業渠道,滿足客戶的人生高端財富管理與生活品質需求。

Core Advantages

Summit Group has been based on our core idea “rooted in Hong Kong and Taiwan, supported by Greater China, and confronting the worldwide" to lead the wealth management industry and to carry on “local service and global perspective" for our client.

    • Explicit Positioning

We have professional wealth management knowledge, consolidated wealth management platforms, and comprehensive systematic support to help our client with wealth creation, wealth protection, wealth inheritance and achieve a quality of life.

    • Outstanding Professionals

Most of our team members have qualifications and licenses about funds investment, insurance, financial planning, and they have well experiences in banking services. Hence, the Summit Group can offer the most professional and full range of wealth management with integrity to achieve our client’s best interest.

    • Strategic Alliance

Summit Group consolidated with different financial and banking platforms, and professional teams in China, Hong Kong, Taiwan, Singapore, the United States, Canada and Australia to provide comprehensive wealth management information and services to our valuable client.

    • Professional Co-partners

Summit Group can supply a wide range of investment vehicles and professional channels through internationally renowned and leading financial institutions to meet client’s financial demands and life satisfaction in superior quality. 


公司專業團隊成員及其專業背景
Our Background

本公司係由有數十年私人銀行、財富管理及理財經驗的資深專家所組成,包括:

    • 資深私人銀行家 (Senior Private Bankers)

    • 資深全球投資專家 (Senior Global Investment Experts)

    • 資深理財規劃師 (Senior Financial Planners)

    • 資深稅務規劃師 (Senior Tax Consultants)

    • 資深律師 (Senior Lawyers)

    • 資深會計師 (Senior Certified Public Accountants)

 

There are many senior experts in the Summit Group, and they have abundant experiences in private banking, wealth management and financial management.

It includes senior private bankers, investment experts, financial planners, tax planners, lawyers and CPAs.

 

Go to top