Wealth Management

Based on each client's unique personal investment situation and needs, we customize global asset allocation and provide portfolio management services. Our long-term investment solutions aim to balance wealth preservation and capital appreciation, consistently dedicated to achieving our clients' goals.

Our professional team conducts in-depth analyses based on clients' financial needs and risk tolerance, carefully selecting the most suitable and effective financial products to achieve the dual goals of wealth appreciation and preservation. We will design a comprehensive investment portfolio for clients using a wide range of financial products, including funds, bonds, and stocks, to cover various stages of life.

What we do

Formulate Smart Strategies That
Stand the Test of Time.

Our Goals

Once we understand your needs, objectives, and preferences, we will tailor a wealth strategy exclusively for you.

Under the guidance of your client manager, our team will combine their insights and experience to create a personalized wealth management plan that helps you:

Clarify your personal, family, business, and financial needs
Coordinate your affairs
Establish and achieve your life goals
Make informed decisions
Discover opportunities you may not have been aware of
Simplify your financial management process

Our Mission

Your wealth management team will be supported by the LEEDS network. They will provide you with consulting services and a wealth of resources, integrating all aspects of your plan and offering thoughtful support, including:

Wealth planning
Investment solutions
Retirement planning
Estate and legacy planning
Business succession planning
Asset protection

Based on your wealth strategy and plan, we will select from a range of world-class products and services to recommend solutions tailored specifically to meet your goals.

Why Choose Us

Low and Transparent Fees

Leeds collaborates with top asset management partners to create the highest quality investment portfolios for each investor at the lowest possible cost, providing exceptional wealth management solutions.

Safety and Reliability

Leeds is a financial institution regulated by the Hong Kong Securities and Futures Commission, meaning it possesses the professional qualifications to provide investment services. Additionally, client assets are held in independent custodial accounts at designated banks, ensuring the security of funds.

Open Portfolio

We are committed to objectively assessing your overall investment portfolio, not limited to LEEDS products. Our financial advisors are professional and reliable, working on a fee-only basis to ensure that recommendations are entirely in your best interest.

More Reasons to Choose Us

Vision Across Centuries

We not only possess strong capabilities but also adhere to integrity, wholeheartedly serving our clients to help them achieve success. Like you, we believe in preparing for the future, which is why we continue to invest in both personnel and technology to help our clients thrive in an ever-changing world.

Always Here for You

Our collaboration extends beyond financial matters. When clients face critical moments, we are always top of mind. Whether they are planning for their children's education abroad, needing to organize their estate, wanting to sell a business, or considering their next steps, they think of us first. It is our privilege to be able to assist you.

Leeds walks alongside you, supporting you and your family with warmth and peace of mind.

We specially arrange for an experienced dedicated client manager for your family, who understands the various needs of you and your loved ones, crafting tailored wealth management solutions for your household.

About Us

Leeds Securities Investment Limited was established in 2017 and is a wholly-owned subsidiary of Leeds Investment Holdings Limited. Leeds (Central Number BMS480) is a licensed corporation regulated by the Securities and Futures Commission of Hong Kong (Type 1 – Dealing in Securities) and is also a participant of the Hong Kong Stock Exchange (Broker Number 0682).

Useful links

Get In Touch

2903C-05, The Centrium, 60 Wyndham Street, Hong Kong

Phone: (852) – 3106 2213

Fax: (852) – 3106 0001

Email: cs@leeds.hk

Risk Disclosure: The contents of this page do not constitute investment advice and do not form any offer, solicitation, or recommendation for any investment product. This information is for general purposes only and does not take into account your personal needs, investment objectives, or specific financial circumstances. All securities investments involve risks, and past performance of securities and any financial products does not guarantee future returns. A diversified portfolio may help spread risk but does not ensure profits or prevent losses. Before engaging in investment activities, investors should fully understand the relevant financial products, be aware of their potential risks, and make rational decisions based on their own risk tolerance or the advice of a professional investment advisor. Please refer to the risk disclosure for more information.