syfe

Syfe Private Wealth

Bespoke solution for high and ultra-high net worth individuals, families and institutions

illustration
illustration
illustration

Syfe Private Wealth

Bespoke solution for high and ultra-high net worth individuals, families and institutions

illustration
illustration
illustration

Syfe Private Wealth

Bespoke solution for high and ultra-high net worth individuals, families and institutions

illustration
illustration
illustration

Syfe Private Wealth

Bespoke solution for high and ultra-high net worth individuals, families and institutions

illustration
illustration
illustration
Card Icon
In-depth financial planning and review
Card Icon
Advice on your existing portfolio outside of Syfe
Card Icon
Dedicated Wealth Expert
Improve your existing portfolio outside of Syfe
Holistic review of your entire portfolio (not only those with Syfe!)
Advice is based on your best interest, not ours. Our professional Wealth Experts are not rewarded by commission.
Improving the performance of your existing portfolio.
Improve your existing portfolio outside of Syfe-illustration
In-depth financial planning and review with a dedicated Wealth Expert
Our advisors work with your financial and life priorities to develop a holistic strategy. The best thing? We are by your side when you are in need of financial advice.
In-depth financial planning and review with a dedicated Wealth Expert-illustration

Simple, all-inclusive fee from 0.35%

Simple, all-inclusive fee from 0.35%

Simple, all-inclusive fee from 0.35%

Frequently asked questions

What are the benefits of being a Syfe Private Wealth client?

Icon

Our Private Wealth offering combines the best of digital wealth management with personalised investment advisory by industry veterans. As a Syfe Private Wealth client, you not only enjoy low fees but also get access to a range of products and services which are not available for clients from other tiers.

Syfe’s Private Wealth offering currently includes:

  • Lower Fees
  • In-depth financial planning and advice
  • Dedicated Wealth Expert

Does one need to be an Individual Professional Investor to be a Syfe Private Wealth client?

Icon

Being an Individual Professional Investor is not a prerequisite.

Is there a minimum investment amount required to be a Syfe Private Wealth Client?

Icon

Our Private Wealth clients typically start relationships with at least HK$5 million in assets.

What are the management fees for Syfe Private Wealth?

Icon

Syfe Private Wealth clients enjoy a low management fee of 0.35% p.a. for Syfe’s managed investment portfolios.

As featured in

Ming Pao
Bloomberg
Sing Tao
Financial Times
TechCrunch
CNBC
Syfe

Pronounced as
Sounds like life

Why the name Syfe?
In Japanese, the word Saifu means wallet and to be closely associated with our most important attribute - which is the word safe

Sign up for News & Updates

Connect
InstagramFacebookLinkedinWhatsapp
[email protected]
+852-2833-1017
405, Spaces, 8 Queen’s Road East, Wan Chai, Hong Kong
Download App now
IconIconIcon
The information contained herein is for general information and reference purposes only. Information on this website is not and should not be construed as an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. It is not intended to form the basis of any investment decision.
Investors should not make any investment decision based solely on the information and services provided herein. Before making any investment decision, investors browsing this website should consider his/her own circumstances including but not limited to his/her financial situation, investment experience and investment objectives, and should understand the nature, terms and risks of the relevant investment funds in detail.
Unless otherwise specified, all historical figures shown are for illustration purposes only and not necessarily indicative of future performance. All forms of investment carry risks, including fluctuation of prices of fund units and the possibility of loss of the capital invested. Please ensure that you fully understand the risks and costs involved by reading the Risk Disclosure Statement.
The fund(s) mentioned above may not be authorised by the Securities and Futures Commission ("SFC") in Hong Kong. Please seek professional advice from an independent financial consultant where necessary. The webpage(s) have not been reviewed by the SFC. Syfe Hong Kong Limited (“Syfe”) is a Hong Kong Corporation licensed by the SFC (CE No. BRQ741) under Types 1 (Dealing in Securities), 4 (Advising on Securities), and 9 (Asset Management) for conducting relevant investment activities.
Every reasonable care has been taken by Syfe to ensure that the information included on this website is correct, up-to-date, complete, fit for its intended purpose and in line with relevant legislation and regulations. However, errors or omissions may occur due to circumstances out of Syfe’s control and information or forecast, being current only as at the date it is first posted, showing prevailing market conditions and certain assumptions (which may not be proven valid) posted on this website is and may no longer be true or complete when viewed by you. No warranty will be given or representation made, regarding the accuracy, validity or completeness of the information on this website and no liability is accepted by such persons for the accuracy or completeness of such information.
supportsupport-loader