Jeffrey Brothers Capital Ranks Among Top Wealth Management Firms

Financial planning firm was ranked in top 10 in Southeast Asia and among the top 250 wealth management firms in the world by the 10th annual Top Wealth Managers survey published by Wealth Magazine.

The survey is open to independent wealth management firms and ranks those that participate and meet the eligibility criteria based on total assets under management.
“We are very proud to be the few firms in Hong Kong that was included in the rankings; this only motivates us to keep focused in serving our clients as we have for the last ten years,” said Liang T. Wing, CEO and Chairman of Jeffrey Brothers Capital.
To be eligible to participate in the survey, a firm must have minimum assets under advisement of $100 million; have individuals or high-net-worth individuals as more than half of its client base; and offer financial planning services.
Jeffrey Brothers Capital is a fee-only financial planning firm that serves individuals, corporations, non-profit organizations and retirement plans. Through its Wise Investing Program, the firm provides an evidence-based investment philosophy that contrasts with traditional Wall Street methodologies.

Headquartered in Hong Kong, Jeffrey Brothers Capital is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

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