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
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.