We bring a unique partnership approach in our delivery of premium wealth planning and financial consultation services. Working closely with our high-net-worth clientele, we provide solutions to define their legacy of wealth, covering every phase of their wealth cycle from creation to growth, preservation to generational transfer. These solutions are tailored to every client’s needs, backgrounds and goals, ensuring we work as partners to deliver successful outcomes at every stage.
Behind our comprehensive suite of products and services is a strong foundation built on the expertise of the Group E team and our extensive network of leading life insurers and referral partners that enable us to provide market-leading wealth planning services to high-net-worth individuals as well as their families and businesses.
As we continue to thrive in a fast-changing regulatory and financial market, our team is best positioned to provide best-in-class wealth planning and structuring advice and services for the nearly $2 trillion in Asian intergenerational wealth transfer that will take place over the next decade. We look towards the relationships we share, the partnerships we have built and the expertise we have honed to continue on this path to success, expanding our role as the leading wealth planning and advisory service in the region to global markets.
At Group E, our proven track record and market leading wealth and financial solutions are built on the strength of industry expertise, expert talent and relationships, both within the company and beyond, with our partners, network and clientele.
The Group E journey began with Everon Insurance Services Limited (“Everon”), our insurance brokerage licence entity based in Hong Kong. As we grew expertise in insurance and advisory services, we officially established our vision and presence in the wealth planning market with the founding of Group E Company Limited and the opening of dedicated offices across the region and the world.