亚洲客跨国配置增 Lioner：瑞士迎机遇

2021年在本港成立的保险、信托及家族办公室业务公司Lioner International Group，近年积极扩张，已经先后在新加坡、瑞士等地设立据点。 近年不少银行家调派当地 合伙人陈家俊表示，不少来自亚洲的超高净值客户在香港及新加坡已拥有银行账户后，会进一步寻求将部分资产配置至瑞士，以分散风 ...

Lioner去年收入飙2.5倍　内地税务新规不影响公司发展

本地保险、信托和家族办公室解决方案机构Lioner合伙人陈东源表示，公司去年收入按年飙2.5倍，员工总数逾100人，并在香港、新加坡、北京和瑞士苏黎世均设有办事处；计划年底前将香港办公室迁往西九龙高铁站上盖环球汇(IGC)，料面积较现时办公室大约一倍。

Lioner：跨国资产配置需求增 3大财富管理工具发挥协同效应

为迎合全球高净值客户对整合型、诊断式财富传承方案的迫切需求，保险、信托与家族办公室三项财富管理工具的结构与管理模式也日新月异。近日有综合型财富管理机构分享在保险、信托与家办的协同案例与运作经验，反映高净值、跨地区资产拥有者在财富管理上的最新趋势...

Time to visit your wealth doctor – The 100-Year Life: Why Longevity and Health Are Now Core to HNW Wealth Planning

For High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families, longevity is no longer a distant trend. It’s a new planning horizon reshaping portfolios, governance and family decision-making. The question isn’t “Have I saved enough for retirement?”...

Hong Kong’s Rise, Switzerland’s Strength: Why Cross-Border Wealth Planning Has Never Been More Important

According to Boston Consulting Group’s latest Global Wealth Report, Hong Kong and Switzerland are now effectively neck and neck as the world’s two largest cross-border wealth management hubs. Hong Kong is estimated to manage US$2.95 trillion in offshore assets under management (AuM)...

Lioner Establishes Presence in Switzerland to Serve Global HNW Families with 3-in-1 Wealth Solutions

Lioner International Group Ltd. (“Lioner”), Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the launch of its newest office in Zurich, Switzerland. It marks its first overseas presence outside Asia as the Group celebrates its fifth anniversary, further strengthening its presence across major global financial hubs...

The Best Legacy Plan Is the One You Start Now: Why Early Trust Planning Matters

A recent Hong Kong entertainment headline has reignited public discussion about family trusts and legacy planning. A well-known family reportedly placed significant assets into a family trust, appointed a trusted family member to oversee it, provided the next generation with monthly allowances rather than a lump-sum inheritance, and built in conditions and review mechanisms...

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

Following Henry Lam’s appointment, Lioner names Brian Kenyon as its second Group Strategic Advisor to shape the company’s long-term strategy and strengthen trust capability globally...

Building Bridges Across Generations: How Lioner Empowers South East Asia’s High-Net-Worth Families in Generational Wealth Planning

South East Asia is witnessing remarkable wealth creation, driven by strong GDP growth in countries like Singapore, Vietnam, Malaysia and Thailand, according to McKinsey’s 2024 report. The Asia-Pacific high-net-worth individual (HNWI) segment ranks as the second ...

MAS’s New Retail Investment Proposal: What Wealth Planning Means to Multi-generations

The Monetary Authority of Singapore’s (MAS) recent proposal to broaden retail access to private market funds is a milestone in democratizing alternative investments. As access expands, ultra-high-net-worth individuals (UHNWIs) remain focused on ...

Wealth Planning: Navigating the Unique Challenges

In recent years, Hong Kong has seen notable advancements in LGBTQ+ rights, marked by significant legal rulings that offer recognition to same-sex couples. For instance, a same-sex couple can now apply for dependent visas if they are married or in a civil partnership outside of ...

Lioner Announces Francis Tang as Managing Director, Consultancy in Hong Kong to Strengthen Greater China Capabilities

HONG KONG, 19 May 2025 – Lioner International Group Ltd. (Lioner) is pleased to announce the appointment of Francis Tang as Managing Director, Hong Kong, effective fro m today. This strategic addition reinforces Lioner’s dedication to offering total solution services for ...

Lioner Expands Singapore Office to Meet Growing Client Demand and Accelerating Regional Momentum

Lioner International Group Ltd., Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the expansion of its Singapore operations with a relocation to One Raffles Place, at the heart of the city’s financial district. This move...

Lioner Expands Client Advisory Offering in Mainland China

Lioner International Group Ltd. (Lioner), a financial services pioneer, announced today the opening of its new Beijing office, enhancing its family office advisory offering in China as well as enabling greater synergy across the region through its offices in Hong Kong and...