The Modern HNW Family Part I
The Modern HNW Family Part I – October 2023 In 2021, the Society of Estate and Tax Practitioners (STEP) conducted two broad surveys of HNW advisors, sponsored by TMF Group…
When it comes to wealth management, having the right partner is essential.
A big international company can give you the investment resources you need.
On the other hand, a local boutique can give you the personal attention that you want.
But can a wealth advisor give you both?
Since 1995, ChapmanCraig has offered its special approach to global investing with a local personality to high-net-worth individuals and families across Asia, providing them with access to global investment resources with personalized investment advice.
We are an independent, employee-owned wealth-management firm, licensed and regulated by Hong Kong’s Securities and Futures Commission.
The financial capabilities of our partners and the personal attention of our Hong Kong wealth managers help you protect and grow your wealth with confidence.
When investing with ChapmanCraig, clients are getting more than just conventional investment advice.
The services we provide differentiate us from other investment advisors in Asia, allowing trusting and profitable relationships to develop.
We work closely with our clients to develop personalized wealth management plans that address long-term objectives while providing asset protection and meeting income requirements.
ChapmanCraig builds bespoke fine wine collections for private collectors. Wines chosen for each collection reflect each client’s objectives (investment or mix of investment and ultimate consumption) and preferences. We act as an independent advisor and manager.
ChapmanCraig is capable of providing real estate investment-related services through our real estate consultant, Keelan Chapman, previously a registered licensee with the BCREA (British Columbia Real Estate Association) and the CREA (Canadian Real Estate Association).
Our clients entrust us with discretionary investment authority, often over a significant portion of their savings.
The security and performance of those assets and the personal relationships that we have with our clients are our top priorities.
Craig was introduced to me around the time that he set up his business in Hong Kong many years ago now. I've been working with him since then and he's now looking after all my investments. I've seen the relationship grow to one of trusted adviser and I've been very happy with the level of service and the returns that my portfolio has generated. He's always been keen to ensure that my portfolio matches my requirements and as I move towards retirement he has proactively encouraged me to prepare for that and to work out how I should fund that part of my life. Overall I'd highly recommend Craig for anyone looking for a personalised level of service that is not pushy but focuses on making the right decisions at the right time.PartnerAllen & Overy
After a run of bad investments, I started working with ChapmanCraig Limited (and its predecessor) in 2000. They have helped restore my confidence in the financial markets and take the strain and worry out of long-term financial planning. Their practical advice and sound investment strategy have turned me from a “deer in the head lights” to a confident investor. During the 16 years I have been working with ChapmanCraig Limited, they have assisted me in thinking about the key issues I need to address for my long-term financial security and have steadily grown my capital to provide that security. With their regular reporting and independent custody arrangements, I am comfortable my assets are in good hands and their strategic investment approach has paid off even in times of market volatility and uncertainty.
PartnerBaker & McKenzie
I have worked with Craig and the team for the last 15 years. During that time, they have provided excellent advice and support in building our diversified investment portfolio, maintaining good growth over the long term and weathering the inevitable storms, crises and globally disruptive events which impact all our investments. Personalized strategic financial planning, excellent service and responsiveness are the hallmarks of ChapmanCraig’s offeringPartnerBaker & McKenzie
When I met Craig, I had had a mixed experience with my own investing. I had a number of accounts at different institutions that I wanted to consolidate and I wanted more international diversification. I was attracted to ChapmanCraig because they could accomplish those things for me, and I was able to have direct communication with the principals of the firm. When the opportunity came to purchase my current company, ChapmanCraig came up with a dynamic strategy that provided a very low cost financing facility to assist in the business acquisition, while allowing me to keep my securities portfolio, which has continued to appreciate. ChapmanCraig also provided helpful guidance in connection with my business, while I was getting started.
The relationship with ChapmanCraig has been very beneficial for both my business and my family’s long term financial stabilityBusiness Owner
I have been a client of ChapmanCraig Ltd for 11 years now. Throughout that time, they have provided reliable and realistic advice, in line with their relatively conservative mandate, which has provided reassurance on the preservation of assets during times of turmoil and the comfort that reasonable returns can be achieved during periods of recovery.Retired PartnerDeacons
I retired from corporate life at 49 years of age to enjoy more fully the fruits of my labours. Investment banks managing my portfolio disappointed me and ChapmanCraig was recommended by a happy client. They’ve been conservatively managing my investment portfolio since 2004, leaving me free to pursue a life of snow skiing, sailing, cruising, philanthropy and touring the world while enjoying residences in two countries. ChapmanCraig, represents for me, financial freedom.Retired ChairmanAsian Region
I have been working with Craig and his team for 15+ years. We worked together while we ran our business and have kept on working after we sold the business. Throughout the years, Craig has provided me with reliable advice and he has taught me a lot about consistency and about sticking with well-made plans. His calm and steady demeanor have been a comfort through the cycles of the market. We have seen steady growth in our capital since we started together.Retired Entrepreneur
Over the last 8 years, Corinne Bonne from ChapmanCraig Ltd has been assisting me in putting together a wine collection. Her in-depth knowledge of wines (especially French) and the full transparency that she provided has been essential in building up my wine cellar, which consists of the right wines, the right vintages and sourced at the right prices. The collection is now nicely stored in my cellar in Europe and is drinking incredibly well. I am always grateful to Corinne when I open a bottle from my cellar. As I only visit the cellar when traveling to Europe, it is good to know that the wines Corinne have chosen can keep for many, many years to come!HNW Family