CWBHong Kong
Operational Excellence

Who we serve

Discreet custody and advisory for clients who demand absolute asset protection and precise execution.

Client stories

Illustrative mandates that show how we structure custody, execution, and advice for each profile.

Family offices

Large family office traditionally based in Europe seeks access to the Asian markets via investment firm with local presence and vetted partners. We build the custody stack, align governance, and coordinate local counterparties for execution and sourcing.

Origin
Europe base
Operating hub
CWB Hong Kong
Market access
Asia / China
Asia/China accessLocal counterpartiesGovernance & reportingSegregated custodyDiscreet execution
100%
Equity financed
Open
Architecture

We hold no proprietary positions, ensuring every decision is made solely in the interest of our clients.

Our commitment
Private clients

Managing significant wealth requires more than returns. It requires structure, oversight, and a counterparty whose interests are identical to your own. We offer private clients access to Asia, the engine behind 60% of global economic growth.

Client need
Estate plan
CWB structures
CWB Hong Kong
TrustHoldCoFunds
Portfolio
Managed portfolio
Confidential
Estate & succession planningTax-efficient structuringTrust setupProduct & vehicle selectionConfidential executionIn coordination with specialist legal and tax advisers
Funds

For clients who prefer a fund structure over a direct portfolio, CWB Hong Kong offers access across the full spectrum, from liquid strategies to private mandates, with the same independence and alignment that governs every relationship we manage. Hong Kong's fund structures, including the Open-Ended Fund Company and the Limited Partnership Fund, offer sophisticated clients a regulated, tax-efficient framework for holding and managing assets across jurisdictions. We do not manufacture funds for distribution. We select, advise, and manage with a single obligation: your interest.

Client need
Fund platform
CWB connects
CWB Hong Kong
Custody·Execution·Reporting·Governance
Market access
Multi-asset access
Open-Ended Fund CompanyLimited Partnership FundLiquid to private mandatesTax-efficient structuringIndependent selection
Full
Asset segregation
Discreet
Execution