Holistic wealth planning
& investment management

We are an independent advisory office providing perpetual, holistic wealth planning and investment management services to select international private clients.

Working in partnership with families, we assist with the coordination and management of their entire asset base, delivering clear, trusted and impartial advice.

“We pride ourselves in working alongside our clients as a long-term trusted partner, presenting innovative fresh ideas, opportunities and taking initiative on your behalf.”

– David Benskin. Executive Director. 28 Advisory

Wealth
Planning

Our approach starts with a blank piece of paper. We work with you to provide a personalised, flexible plan that is structured to meet your objectives in the least complex way possible. Additionally, our International Wealth Diagnostic Service helps identify specific areas that require attention.

Investment Management

We specialise in the provision of independent investment advice and discretionary portfolio management with a disciplined focus on risk control, portfolio structuring & manager selection.

Digital Family Office

‘The Vault’ is where we digitally store details of your property, works of art, wine collections, wills in addition to all of your financial assets. This ‘Vault’ can be accessed by you digitally and enables us to provide comprehensive and consolidated statements of your whole global asset base.
About

We work as a long-term trusted partner.

28 Advisory is based in Hong Kong and London. Uniquely founded by both advisors and clients, our team brings decades of international financial institutional experience.

We offer our clients a highly tailored wealth management solution encompassing Wealth Planning, Investment Management and Digital support. Our service is both personal and long-term.

Our services

Together we can find the answer.

Providing a comprehensive approach, including Wealth Planning, Investment Management and Digital Reporting, we work to both preserve and grow our clients’ wealth.

Prosperity through partnership

COPYRIGHT © 2020
28 ADVISORY
In Hong Kong, 28 Advisory Limited is authorised and licensed by the Securities & Futures Commission (CE No. BPW829) and licensed to conduct insurance broking services and as an insurance broker by the Insurance Authority (IA) under licence no. GB1029.

In United Kingdom, 28 Advisory Limited is an appointed representative of Thomson Tyndall Limited which is authorised and regulated by the Financial Conduct Authority, 1 The Sanctuary, London SW1P 3JT.