Private Wealth

Goal-Oriented, Client-First

Providing comprehensive, full-lifecycle wealth management solutions for clients. Built on the foundations of professionalism, technology, and globalization, we construct highly liquid investment portfolios for investors, pursuing卓越 returns while ensuring liquidity and security. Collaborating with全球卓越 asset managers, we precisely match diversified asset allocations, supplemented by rigorous risk management, comprehensively safeguarding every investor's wealth journey.

Wealth Service System
Customized wealth service system for different client segments, meeting the needs of high-end clients.
Membership Levels Asset Level Exclusive Privileges
Stellar Wealth
HKD 0-5 Million Robo-Advisory Service
Stellar Wealth Elite
HKD 5-15 Million Private Advisory Service
Stellar Wealth Premier
HKD 15-30 Million Discretionary Mandate Service
Stellar Wealth Prestige
≥HKD 30 Million Multi-Family Office Service
Robo-Advisory Service: Smart Investment, Dynamic Portfolio Adjustment
Configuration Services
Yardley Smart Investment - Providing automated investment management services using algorithms and models
Offline Events
"Regularly leading clients to visit Yardley and fund managers",
Research Reports
Monthly macro market analysis and outlook, weekly macro hotspots and sector recommendations
Insurance Services
Providing the most suitable insurance configuration solutions for client needs
星河理財 Stellar Wealth Elite
500萬-1500萬港元
Enjoy Yardley personal butler service during visits to Hong Kong
Private Advisory Service: Your Configuration Expert Who Understands You Best
配置服務
"Professional team service composed of Chief Analyst + Product Manager + Financial Advisor, providing asset allocation solutions",
Maintenance Services
"Personal exclusive asset allocation files, regular communication during fund operation, profit/loss interpretation",
"Assisting clients in deeply connecting with renowned figures in Hong Kong's financial, legal, charity, art, education, medical, political, and business circles, deeply integrating into Hong Kong",
Colorful Exclusive Value-Added Services
·尊享用車禮遇：尊享每年一次專享赴港用車服務。全程由我們精心安排全程由我們精心安排的座駕全天候讓您輕鬆出行。（一次一天，服務時間9：00-20：00）
·尊享年會盛典：溢利年度盛會參會資格，鏈接國際一流機構、前沿投資專家，共話全球資產配置、世界經濟洞察和家族財富傳承
·尊享出行禮包：年會期間，可獲得內地往返經濟艙機票一份，以及一晚豪華酒店住宿（≤3000港元）
星海理財 Stellar Wealth Premier
1500萬-3000萬港元
訪港期間可享溢利貼身管家服務
Discretionary Mandate Service: Personalized Asset Management Services
配置服務
"Full discretion, customized investment strategies by dedicated investment team, providing global investment portfolio services",
Corporate Client Services
Providing comprehensive corporate financial services and support, assisting companies in going global
線下活動
·尊享用車禮遇：尊享每年兩次專享赴港用車服務。全程由我們精心安排全程由我們精心安排的座駕全天候讓您輕鬆出行。（一次一天，服務時間9：00-20：00）
·尊享年會盛典：溢利年度盛會參會資格，鏈接國際一流機構、前沿投資專家，共話全球資產配置、世界經濟洞察和家族財富傳承
·尊享出行禮包：年會期間，可獲得內地往返經濟艙機票兩份，以及一晚豪華酒店住宿（≤3000港元）
Extended Services - Lifestyle & Cultural Arts
Yardley customized tour routes, taking you to deeply experience Hong Kong.
你好，香港：璀璨維港文化之旅/綠島海趣探險行/中環至頂夜色漫遊
藝術人文：近代名家畫展（香港）/故宮參訪（香港故宮文化博物館）
星耀理財 Stellar Wealth Prestige
≥3000萬港元
訪港期間可享溢利貼身管家服務
Multi-Family Office Service: Supporting Family Legacy Sustainability
配置服務
Managed by Yardley investment research team, providing customized investment strategies and asset allocation; wealth planning includes income tax planning, estate planning, business succession planning
Major Clients' Children Internship Program
Suitable for university students aged 18-25, through one to two months internship, from professional financial knowledge to essential workplace transition skills, building core competencies before entering the workforce from campus
"Platform Project Exclusive Discounts",
Enjoy premium discounts and CIES identity project discounts for specific projects/reaching specific quotas
繽紛尊享 增值服務
·尊享用車禮遇：尊享每年三次專享赴港用車服務。全程由我們精心安排全程由我們精心安排的座駕全天候讓您輕鬆出行。（一次一天，服務時間9：00-20：00）
·尊享年會盛典：溢利年度盛會參會資格，鏈接國際一流機構、前沿投資專家，共話全球資產配置、世界經濟洞察和家族財富傳承
·尊享出行禮包：年會期間，可獲得內地往返經濟艙機票三份，以及一晚豪華酒店住宿（≤3000港元）
延伸服務 尊享豪華遊艇
為您精心安排一場遊艇出海計劃（≤25000港元）。根據您的偏好與需求，每年一次提供專屬出海計劃定製。
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