With its head office in Hong Kong and a representative office in Shanghai, Platinum Financial Services is an authorised insurance broker company registered with the Insurance Authority of Hong Kong (IA) to transact General and Life (including Linked Long Term) Insurance business. The Platinum business objective is to provide comprehensive independent financial advice to professional expatriates across Asia and to create and maintain wealth for our clients by advising on all aspects of personal financial planning including portfolio optimisation, retirement planning, savings and investments as well as inheritance tax planning.
Soteria Trusts provides a range of solutions to assist clients manage, grow and protect their valuable assets within their lifetime and to create a tax efficient legacy for their beneficiaries. All Trusts are domiciled in Hong Kong and operate under the domestic Trust legislation (CAP 29). Each Soteria offering has an independent Administrator appointed to ensure the scheme operates in line with its individual Deed and Rules. The Administrator is also the registered Trustee who first approves and then acts as Custodian of all assets held within the schemes. Clients are offered a wide range of solutions which are established as discretionary and/or bare trusts, each set up with a specific purposes of helping to create wealth, protect personal and business assets, provide tax efficient retirement schemes and as legacy planning tools for future generations.
Business Class UK and its sister company Certainty Estate Planners (CEP) assist returning UK expats, foreign nationals who have taken up residence in the UK, as well as certain types of accredited HNW UK based investors, to grow and protect their wealth for future generations by offering tax efficient estate and IHT planning and retirement solutions.
Certainty Estate Planners (CEP) is a boutique Will Writing and Estate Planning company based in the North of England. CEP is a Member of the Society of Will Writers (SWW) and carries PI insurance to cover the works being done. Outside of the traditional Will Writing services they also offer an Estate Planning Service to UK residents and non-resident clients of all Nationalities. In addition to their core services, they can also assist with a complete range of Trust offerings.
Business Class Asia (BCA) is dedicated to delivering the highest quality and widest range of valuable and essential services to both corporate businesses and private individuals within the expatriate community. BCA makes a difference with a level of support and variety of services unequalled across the ever-growing Asian region.
Lifestyle is one of the most well respected mortgage brokers in South East Asia, headquartered in Hong Kong with distribution throughout Group offices. In conjunction with local and household names such NatWest Offshore, UOB, OCBC, Bank of East Asia, National Australia Bank, Westpac, ANZ and many more Lifestyle offer local and international mortgages in several currencies in 14 jurisdictions worldwide. Lifestyle Brokers offer a complete range of mortgages: buy-to-let, equity release, tracker mortgages, interest only, multi–currency, cash back, fixed rate and debt- consolidation mortgages.
Lifestyle Insurance is the dedicated independent general insurance arm of Platinum Financial Services. Lifestyle Insurance provides a first class, impartial, comprehensive general insurance service to both individuals and corporate clients. We offer a value for money no-nonsense service to save clients both time and money. Our independence guarantees that clients’ interests come first at all times. Clients can take advantage of an online quote system and once satisfied with the policy choice can proceed to buy online.
Lifestyle Property International offers a selection of the best new-build and re-sale property investments from around the world. All properties are fully researched to take advantage of opportunities in the global markets. This allows clients to build a property portfolio that maximizes capital gains potential while offering either excellent yields through lettings, lifestyle enhancement, or both.
Lifestyle Property is a leading independent Hong Kong real estate agency and our principle focus is to help clients find their dream home. We provide a highly personalised service which specialises in the lease and sale of residential property throughout Hong Kong.
Lifestyle Property Thailand is operated in line with the same principles as the Hong Kong parent company. Our agents provide a highly personalised service which specialises in the lease and sale of residential property. Customer service is our priority and our main objective is making you feel both important and confident in the excellence of our service and professional advice.
Discretion Wealth Management is the marketing division of Platinum Financial Services reaching out to the LGBT community. We understand the special needs for privacy and the unique concerns and legal issues that this globalized community needs to deal with. While strategies for building and accumulating wealth are not all that different, the issues require personal knowledge and experience of them that only LGBT professionals are likely to be able to provide.
Hestia Trusts is an innovative trust account provider, offering members greater control over their assets and providing high income-paying opportunities, which can be distributed on a regular basis. This low-cost administration platform provides access to a diversified range of non-correlated fixed-income assets, making it ideal for estate planning and providing regular income.
Integrity, experience, knowledge, discretion and dependability are the overriding principles on which we have built our business. As an independent firm of Regulated Financial Planners, we are not tied to any banks, insurance companies or investment houses, so we can provide you with truly impartial advice and guidance. When you choose a Financial Planner to help you achieve your life goals, these are the values that we believe you should expect as a minimum from our Wealth Management and Financial Planning team.
Our guiding principles are Independence, Competence, Client Support & Innovation combined with a holistic product range that enables us to offer the most appropriate solutions for our clients’ needs.
