Build your Wealth Portfolio
Private Wealth Management

“Beginning my wealth management journey has never been simpler.”

Wealth preservation
“Why should I be worried about my kids or their future?”

Assess Your Financial Needs
For a passionate entrepreneur, life and business are intertwined in so many ways making financial complexity inevitable. Top Creative Private Wealth Management specializes in providing a full spectrum of wealth management services to clients with over USD1 million in investable assets. The Private Wealth Management team focuses on delivering strategies to unleash the maximum potential of clients’ wealth. We are also committed to taking care of the needs of clients as well as those of their families and businesses.

Diversified Portfolio Approach to diversify your portfolio concentration with the aim of minimising overall risk
Best practice Yield Enhancement Income and Capital Preservation model as a tool to personalise your portfolio with the aim of diversifying risk and preserving wealth
We will assess your needs in every aspects of your financial life from saving, investments, insurance to retirement, and maximize their wealth potential by designing top-notch investment solutions.
Safeguarding your assets through trust and tax planning advisory services for your next generation, to guarantee a quality future of the next generations

WEALTH MANAGEMENT PRODUCTS
Grow and protect what you love
Top Creative Wealth Management is dedicated to provide you with a full spectrum of wealth management services. To help you build and protect your wealth, our wide range of world-class products offer various suggestions to cope with different wealth management objectives.
Your personal wealth management advisor who strives to understand your unique financial goals and helps you achieve them. Diversification helps to achieve potentially higher returns with lower risk by spreading your portfolio across various investments products as opposed to holding a single investment. A well-diversified portfolio will navigate market volatilities with ease. Our range of Long and Short term Investments, Liquid Asset and Insurance solutions helps you grow and protect your wealth and family in one holistic relationship.

Tailored Solutions
Services suited to your needs
At any stage of your life, our Custom design and structure your portfolio around specific goals. Protecting and enhancing your wealth with financial solutions comprising a diversified range of yield-enhanced products and services tailored to your specific needs and personal risk profile. To offer you timely investment solutions, we leverage the world-class experience of strategists and analysts from many different disciplines. Track the progress of your goals and achievements anytime, anywhere. It enables you to set, review and manage all your investment plans in one place. It provides a real-time picture of your financial situation, global investments and analyses how your portfolio value changes over time and the likelihood of achieving your life goals.

“Live a life with no financial regrets.”
As a Certified Financial Planner CFPCM, We use some scientific methods to understand every customer’s needs and discover customer’s unknown needs, and help them to realize what they want in the future. Satisfying our customers is our ultimate goal, we tailor-made some specific solutions and recommendations in order to achieve customers’ ideal plan.
Financial planning means by using scientific method and specific procedure to customize practical and flexible plans. For example, retirement planning, children education planning or integrated planning. After formulating an approach tailored to your objectives, your relationship manager will closely monitor your portfolio and provide regular reviews. Track your profit and loss at a glance with a simple and clear report of the actual performance. These are the financial plans that could provide customers with a better lifestyle and higher living standard.


Your Team
A host of wealth management services that you can access on the go

Journeying together with you
“I can focus fully on my passions while Top Creative manages my wealth.”
When you are busy building a career, we understand that it is difficult to prioritize financial planning over everything else. With investment strategies customized to your goals and a dedicated team of financial advisors, we are here to simplify your finances so that you can focus on taking your business to new heights. Our goal is to create an enduring partnership that helps you prosper while enjoying peace of mind.
At your various life stages, we will work with you as a team to build the life you envisioned. Our wealth management partnership begins with understanding you and aligning ourselves to your financial goals. Your dedicated CitigoldR Relationship Manager supported by a team of experts provide strategic insights to keep you on track to meet your financial goals. Drawing on proven wealth management tools, your relationship manager will create customised solutions to help protect and enhance your wealth. We are committed to manage your wealth with utmost professionalism and care, working just as hard to preserve and grow your assets as you have to earn them.


Early financial planning and wealth management will help you tremendously down the road.
Take the first step towards success
Start planning earlier in life has the advantage of achieving your life goals ahead of the other.
How to Start and plan?
Top Creative Group new Private Wealth Management Center located at Rm 409, Citicorp Centre, 18 Whitfield Road, Hong Kong, is now open to offer new comprehensive one-stop wealth management services to professional investors. All professional investors are welcome to contact us and make appointment with our professional team.
Telephone appointment booking: (852) 2806 8161
Address: Rm 409, Citicorp Centre,18 Whitfield Road, Causeway Bay, Hong Kong

Your wealth, our experience