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.

About Us

Who we work with

British overseas residents

Many of our clients are British overseas residents whose professions take them all over the world. We help them enjoy their wealth now whilst preparing for retirement, wherever that may be.

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International overseas residents

International professionals who currently live and work in the APAC region often have complex financial lives. We help them to make the most of their wealth, utilising investment structures across different jurisdictions.

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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.

Are you ready for retirement?

Your retirement should be one of the best times of your life, and it’s important to be prepared. Take our free “How Ready Are You For Life After Work?” quiz to make sure you’re prepared for retirement.

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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.

What We Do
Client stories

We’ve been very reassured by how our money’s been managed – very transparent and open – and we’ve had our time back!

Andrew Russell, Hong Kong
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With good advice and careful planning we’ve been able to…transition back into a relaxed and enjoyable life here in the UK

Mr & Mrs Swift, Somerset, UK
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Not only is David good at financial management, he gave us advice on different ways to protect ourselves.”

Mr Chan and Ms Lee, London & Hong Kong
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David’s guidance has helped us achieve peace of mind and sleep soundly knowing our investments are in safe hands.

Mr & Mrs Cater, Cornwall, UK
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