Financial Planning and Advice in Hong Kong
Our team of Financial Planners and professional advisers go beyond a traditional approach to bring you a fresh perspective across a range of financial planning services.

Take control of your future with expert financial planning
Our team of planners in Hong Kong consists of some of the most experienced and qualified professionals in the city, giving you confidence in your future, wherever that may take you.
As an independent wealth management firm, with the support of our in-house UK legal and UK tax partners, we’re able to provide integrated planning advice that covers the entire breadth of the financial market.
We work hard to form excellent client relationships, understand their aspirations and give the quality service and bespoke structuring they require to address their complex needs.
With offices worldwide, we offer face-to-face services globally. Our extensive network of experts ensures that we are accessible and available to your needs wherever you are.
As a B-Corp certified firm, we are proud to join a select group in the UK professional services, committed to high standards of social and environmental impact globally.
Financial planning services we offer
Progeny’s all-encompassing approach to financial planning ensures all your requirements are met by some of the sector’s finest minds. Below are just some of the services we offer.
Our Financial Planning Process
FINANCIAL PLANNING GUIDES



Tailored strategies to help you achieve financial freedom
With decades of experience, working with both Hong Kong and international clients, our expert team have dealt with a wide variety of complex requirements, with the aim of helping people achieve financial freedom.
We offer an exclusive service, driven by individual circumstances, putting you at the centre of everything we do.
It begins with a full analysis of your circumstances, needs and existing assets, to get the deepest understanding of you and your world.
From there, we can create a bespoke strategy, with tailored recommendations to improve and enhance your portfolio, whilst also suggesting ways to minimise costs.

Start your personalised journey
To help you tomorrow, we can help you today
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Please note:
Any information on this website relating to services and products is of a generic nature, are not specific to an individual’s personal circumstances and should not be taken as advice or recommendation. Any tax treatment is dependent on the individual circumstances of each client and may be subject to change in future. You should seek professional advice before making any financial decisions.
This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.
Frequently Asked Questions
Financial planning involves correctly managing finances, investments and savings for future goals. These goals could involve your retirement, providing for your children or making a large purchase.
A multi-specialist approach for the richest outcomes
WiWith Progeny’s unique multi-expert approach that brings together financial planning, UK tax and UK Legal advice, we’re able to offer you the most comprehensive view of your financial situation wherever you are in the world.
That’s why our financial planners work closely with our tax, legal and estate planning experts in UK, to offer clients a seamless and truly holistic service.
Whether you are heading towards retirement, looking to reduce your financial obligations or wanting to ensure your wealth is protected for when you are no longer around, we are available whenever you need support.
Documents and Policies
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Helping you navigate life’s big decisions and plan for the most valuable outcomes.
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