Our wealth management service is the cornerstone of our offerings, providing clients with bespoke strategies to grow, preserve, and transfer their wealth. We employ a holistic approach, integrating various aspects of financial planning and investment management to create a cohesive strategy that aligns with your financial goals and values. Our team of experts leverages their extensive market knowledge and strategic acumen to offer advice that encompasses asset allocation, tax planning, estate planning, and retirement strategies, ensuring your wealth is managed with precision and foresight.
The Cortera Group is deeply committed to fostering a culture of giving. Our philanthropic advisory service is designed to help clients navigate the complexities of charitable giving, ensuring their philanthropic efforts are impactful and aligned with their values. We assist in defining philanthropic goals, identifying suitable charitable opportunities, and structuring donations to optimise tax benefits and societal impact. Our service extends to establishing and managing charitable trusts and foundations, providing a structured way for clients to contribute to causes they are passionate about.
The Cortera Group is deeply committed to fostering a culture of giving. Our philanthropic advisory service is designed to help clients navigate the complexities of charitable giving, ensuring their philanthropic efforts are impactful and aligned with their values. We assist in defining philanthropic goals, identifying suitable charitable opportunities, and structuring donations to optimise tax benefits and societal impact. Our service extends to establishing and managing charitable trusts and foundations, providing a structured way for clients to contribute to causes they are passionate about.
Understanding and mitigating risk is crucial in safeguarding your assets and ensuring the longevity of your wealth. Our risk management service employs sophisticated tools and methodologies to identify, assess, and manage financial risks. We work closely with clients to develop tailored risk management strategies that align with their risk tolerance and investment objectives, encompassing market, credit, liquidity, and operational risks.
Strengthening family bonds and ensuring the seamless transfer of values and wealth across generations is vital. Our family governance and education service is designed to foster a shared understanding of wealth management principles among family members. We facilitate the establishment of family governance structures, such as family councils and constitutions, and provide educational programs to equip family members with the knowledge and skills to manage wealth effectively and responsibly.
Strengthening family bonds and ensuring the seamless transfer of values and wealth across generations is vital. Our family governance and education service is designed to foster a shared understanding of wealth management principles among family members. We facilitate the establishment of family governance structures, such as family councils and constitutions, and provide educational programs to equip family members with the knowledge and skills to manage wealth effectively and responsibly.
Our luxury concierge services are tailored to meet the unique lifestyle needs of our clients, offering an additional layer of convenience and personalisation. Whether it’s travel arrangements, event planning, or other personal requests, our team is dedicated to providing high-quality, discreet services that cater to the exclusive needs of our clients, ensuring that every detail is meticulousl managed.
Transparency and accountability are pivotal in wealth management. Our reporting and performance monitoring service provides clients with detailed, clear, and comprehensive insights into their investment portfolios. Regular reports cover performance metrics, asset allocation, and risk exposure, enabling clients to make informed decisions and adjustments to their investment strategies.
Transparency and accountability are pivotal in wealth management. Our reporting and performance monitoring service provides clients with detailed, clear, and comprehensive insights into their investment portfolios. Regular reports cover performance metrics, asset allocation, and risk exposure, enabling clients to make informed decisions and adjustments to their investment strategies.
Making informed investment decisions requires rigorous analysis and thorough due diligence. Our investment due diligence service is designed to provide clients with a deep understanding of potential investment opportunities, assessing risks, returns, and alignment with the client’s investment profile. Our team conducts meticulous analysis, evaluating financial performance, management quality, market position, and growth potential to ensure that investments are sound and strategically aligned with our clients’ goals.
Where we collect personal information, the information is only collected and used when and where it is needed to provide the products or services requested by the user or in order to comply with legal obligations. We obtain your explicit consent to process such information.
info@thecorteragroup.com
135 Hoi Bun Road, Kwun Tong, Hong Kong
1 Saint Katharine’s Way, London, UK
