Private Wealth

• What are the benefits of being a Syfe Private Wealth client?

  Our Private Wealth offering combines the best of digital wealth management with personalised investment advisory by industry veterans. As a Syfe Private Wealth client, you not only enjoy low fees but also get access to a range of products and services which are typically not available for retail clients from other tiers.

  Syfe’s Private Wealth offering currently includes:

  • Lower Fees
  • In-depth financial planning and advice
  • Dedicated Wealth Expert

  Schedule a call with our dedicated team of wealth advisors here.

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• Does one need to be an Individual Professional Investor to be a Syfe Private Wealth client?

  Being an Individual Professional Investor is not a prerequisite.

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• Is there a minimum investment amount required to be a Syfe Private Wealth Client?

  Our Private Wealth clients typically start relationships with at least HKD 5 million in assets.

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• What are the management fees for Syfe Private Wealth?

  Syfe Private Wealth clients enjoy a low management fee of 0.35% p.a. for Syfe’s managed investment portfolios.

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