Group E Company Limited (“Group E”) is a regional leader in bespoke wealth planning solutions and financial consultation.
A partner in wealth
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.
A network of trust
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.
A path to success
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.
Our Values
Partnership.
We are personally invested in your continued growth and progress as a partner in your wealth journey.
Trust.
We believe that building trust and strong bonds are the foundation for success.
Forward Outlook.
We have a finger on the pulse, allowing us to successfully plan for today and tomorrow.
At A Glance
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.
Years servicing a mass market
and HNW clientele
Persistency rate for
best-in-class products
Global insurance company partners
Referral partner network
Clients in our expanding portfolio
Group Milestones
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.
