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.
- Independence
We are not tied to any banks, investment or personal insurance companies and we give advice only in areas that we are fully competent.
- Competence
Our professional consultants are trained to meet regulatory and international standards and mentored internally throughout their careers with the Business Class Group. Our individual experts have a range of competences and specialist knowledge that is exceptional in our business. Taking standards to a new level Business Class Group ensures that all business conducted by its representative offices in Thailand, China and Russia conforms to Hong Kong equivalent standards. This is just one example of how we differentiate ourselves from the crowd.
- Client Support
We pride ourselves on the regularity of the relevant information we provide our clients to ensure that they know what is happening in global financial markets and how their investments are performing. The Platinum Discretionary Managed Service (DMS) has developed as clients recognise the value in placing their investments under an actively managed service because we understand that in today's advanced investment world clients are demanding a higher and more sophisticated service.
- Holistic Product Range
Business Class Group brings Clients, Products & Services together to provide a strong foundation and a continuous platform for all their Financial Service requirements. Our Principals have over 100 years of combined experience across global markets. The holistic range includes UK & Offshore Financial Services, Local and International Estate Agency, International Mortgage arrangement, Insurance Broking as well as Trust creation and Asset protection.
- Innovation
We are consistently looking at ways to improve our business and remain a market leader in Financial Services throughout Asia and beyond. To achieve this we encourage our consultants to continuously update their market knowledge and professional qualification status as well as using the latest technology to ensure our systems are capable of delivering exceptional service to all our clients.
