08/11/2024
The importance of listening
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Wealth management services for International residents in the APAC region
Why choose us?We work with internationally mobile individuals and families
Charlton House was founded by David Snelling in 2019. As a dual resident of Hong Kong and the UK, David has experienced some of the currency, tax and investment challenges faced by internationally mobile professionals. David has also recognised the distinct lack of choice for people like him, who need financial advice across multiple jurisdictions.
So, Charlton House was established as a boutique wealth management firm to provide financial advice services to British and International residents in Hong Kong and the APAC region. We are a small but dedicated team of financial experts located and regulated in both Hong Kong and London.
Who we work with
International Portfolio Service
We’ve begun a working relationship with Morningstar CIO, a leading provider of investment data analysis and independent investment research.
Through its heritage with the financial consulting firm, Ibbotson Associates, which it acquired in 2008, Morningstar continues to be widely acknowledged as one of the leading authorities on the development of capital market expectations.
Financial advisers and other investment professionals turn to Morningstar for the tools that help them research, analyse and present their investment ideas.
What we do
As wealth managers, we do much more than simply manage your investments. Instead, we work with you to understand what your financial goals are, both now and in the future. Once we’ve understood your goals, we can put together a personalised financial plan that will help you to achieve them.
Your personalised plan will include a range of recommendations relating to your investment planning, tax planning, retirement planning and estate planning.
Contact us
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Legal
Charlton House Wealth Management (collectively referred to as Charlton House, “we” or “us” in this policy) relates to Charlton House WM Limited (a company registered in Hong Kong under company number 3006014).
Copyright © 2024 Charlton House Wealth Management Ltd
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