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Our Insights

Screenshot_2026-09-07_134157

[Media Interview]

07 Sep, 2026

Lioner’s Andrew Chan: “Life insurance will be a big part of the next boom” in wealth transfer

Life insurance will increasingly be utilized as a solution to address the intergenerational wealth transfer, Lioner Partner Andrew Chan said in an interview, with growing jumbo-sized policies among ultra-high net worth families.

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[Media Interview]

03 Aug, 2026

亞洲客跨國配置增 Lioner:瑞士迎機遇

2021年在本港成立的保險、信託及家族辦公室業務公司Lioner International Group,近年積極擴張,已經先後在新加坡、瑞士等地設立據點。 近年不少銀行家調派當地 合夥人陳家俊表示,不少來自亞洲的超高淨值客戶在香港及新加坡已擁有銀行賬戶後,會進一步尋求將部分資產配置至瑞士,以分散風 ...

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[Media Interview]

03 Aug, 2026

Lioner去年收入飆2.5倍 內地稅務新規不影響公司發展

本地保險、信託和家族辦公室解決方案機構Lioner合夥人陳東源表示,公司去年收入按年飆2.5倍,員工總數逾100人,並在香港、新加坡、北京和瑞士蘇黎世均設有辦事處;計劃年底前將香港辦公室遷往西九龍高鐵站上蓋環球匯(IGC),料面積較現時辦公室大約一倍。

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[Media Interview]

03 Aug, 2026

Lioner︰跨國資產配置需求增 3大財富管理工具發揮協同效應

為迎合全球高淨值客戶對整合型、診斷式的財富傳承方案之熱切需求,保險、信託與家族辦公室三項財富管理工具的結構與管理模式亦日新月異。近日有綜合型財富管理機構分享在保險、信託與家辦的協同例子與運作知識,反映高淨值、跨地區資產擁有者在財富管理方面最新近的趨勢型態...

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[Media Interview]

29 Mar, 2026

Rethinking legacy: More Malaysian families are beginning to structure their assets for future generations

Rethinking legacy: More Malaysian families are beginning to structure their assets for future generations...

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[Media Interview]

11 Mar, 2022

Our Partners, Andrew Chan and Tony Chan have shared with CapitalHK on how Lioner can capture this opportunity with its integrated solutions that is unique in the market

Under the umbrella of the 14th Five-Year Plan, Hong Kong’s status continues to be supported as an international financial and trade centre; an international asset and risk management centre. Alongside China’s accelerated growth, FamilyOffice is undoubtedly...

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[Media Interview]

28 Dec, 2021

Tony Chan, Partner of Lioner, has shared his expertise with Takungpao on how Lioner can leverage Life Insurance products and Trusts to help high-net-worth clients manage their wealth property at different stages of life.

High-net-worth individuals and families face many risks due to their complex allocation of assets. Especially in this unprecedented era, most realized the importance of Wealth Management and Succession Planning to diversify their risk and sustain their business in...

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[Media Interview]

07 Dec, 2021

Lioner complements financial institutions in the ecosystem

Lioner’s flexible business model fosters collaboration with private banks and investment banks, asset management firms, insurers, accounting and professional services, enabling it to fill gaps in its own service where they exist. Our Partner Andrew Chan has shared with...

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[Media Interview]

02 Dec, 2021

Lioner’s Partners, Andrew Chan and Tony Chan share with Sing Tao Daily on how Lioner’s 3-in-1 solutions consortium ensure customer’s legacy and wealth will endure and grow over the generations.

Lioner's Partners, Andrew Chan and Tony Chan share with Sing Tao Daily on how Lioner’s 3-in-1 solutions consortium ensures customer’s legacy and wealth will endure and grow over the generations...

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[Media Interview]

17 Nov, 2021

A holistic approach to HNW Legacy planning

"The key here is once we know the client, we would be able to communicate to the professionals in our professional language, so that the needs will be addressed specifically rather than having case reiterated every single time with every single professional."...

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[Media Interview]

22 Oct, 2021

New Entrant Lioner International Intent on Delivering a One-Stop Wealth Management Shop for Greater China Clients

"Nowadays, clients' needs are complex, and our vision is to establish a one-stop shop that can answer those expectations on a one-stop basis, targeting particular the HNW clientele...

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