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Grow and preserve your wealth with a dedicated team

Get dedicated financial advice with a personal relationship with Carlton Wealth Advisory™.

  • Work closely with a dedicated Financial Consultant with access to an experienced Carlton Wealth Advisor. 
  • Receive specific U.S. investment recommendations.
  • Collaborate regularly in-person and by phone.
  • Have full access to Carlton services, and the final say on your investments.
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Get a collaborative relationship supported with Carlton expertise.

Work with an expanded team that stays focused on your financial goals and how to best achieve them. Your team includes:

  • Your Financial Consultant works closely with your advisor and manages your overall relationship with Carlton.
  • Your Wealth Advisor provides strategy and planning guidance on U.S. investments through your Financial Consultant.

Comprehensive portfolio management tailored to you.

Your goals are personal and so is our advice. Your team meets with you and adjusts your portfolio as needed.

  • Stay on track and in control.

    Stay informed and always in control with periodic portfolio reviews, and a robust annual consultation.

  • We're here for you.

    Reach out to your Financial Consultant and Wealth Advisor anytime you want for updates on U.S. markets, your financial progress and more.

  • Satisfaction guarantee

    If for any reason you're not happy with Carlton Wealth Advisory, we'll refund your eligible program fee from the previous quarter and work with you to make things right.*

Know more and keep more.

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    Enhanced periodic reporting

    Get consolidated periodic portfolio reports in addition to a monthly gain/loss statement.

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    Trade commissions

    Receive unlimited listed equity trades across all enrolled accounts at no additional cost. Also, fixed income markups and broker-assisted trades are waived.

Minimums and fees

Carlton Wealth Advisory is available to clients who have a minimum of US$500,000 to invest at initial enrollment. The annual asset-based fee starts at 0.8%, and decreases at higher asset levels.

Start Investing

Have more questions? We're here to help.

  • Call

    New customers
    +852-36871279
    Monday-Friday, 9:00 am to 6:00 pm (HK Time)

    WhatsApp
    +852-94426185
    Monday 5:30 am – Saturday 1:00 pm (HK Time)

  • Email

    Write to us

  • Visit us

    Carlton international group, Hong Kong, Ltd.
    41/F, Two International Finance Centre, 8 Finance Street, Central, Hong Kong 

    Office hours
    Monday-Friday, 9:00 am to 6:00 pm (HK Time)