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 ...

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。

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...

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

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...

富人宜設財管信託 解決「有錢煩惱」

「冇錢有煩惱，但有錢亦有煩惱。」對於高資產的人士，亦會面對不少財富管理風險。過去多為高資產提供專業財富管理服務的Lioner合夥人陳家俊表示，公司綜合了保險、信託，以及家族辦公室業務，就不同的客戶提供個人化的財富管理策略，而非針對資產增值...

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...

Lioner做「管家」 幫富豪傳承財產 藉保險稅務信託 助財富增值抗風險 (星島日報)

隨着經濟的飛速發展，世界各地的貧富差距變得懸殊。大眾熟知的「2080定律」認為，社會上80%的財富掌握在20%的人手中。而香港作為全球最富裕的城市之一，自然「藏龍臥虎」，吸納了不少富豪和超級富豪...

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...

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...