Global and Chinese Wealth Management

Global Expertise, Local Trust

At Sayers, we specialise in delivering tailored wealth solutions for Chinese families through our dedicated, bilingual team. Our approach is built on trust and personalisation, ensuring bespoke portfolios that meet the unique investment goals of our high-net-worth clients.

By partnering with leading global private banks, we provide exclusive, top-tier financial products and services. This synergy of global expertise and local trust guarantees our clients receive personalised advice with the benefits of international scale.

What We Do

Chinese Wealth Management Office

Sayers' Chinese Wealth Management Office is a specialist bilingual team that provides the investment and wealth management needs for our high-net-worth Chinese families.

We build trust by establishing enduring personal relationships with clients and providing tailored portfolios that meet their unique investment goals.  We offer traditional financial products, customised multi-asset and equity portfolios, and innovative structured product solutions.  Our team can simplify complex issues related to family succession, financial planning, and investment solutions.

关于我们

Sayers中国办公室是一个专业的双语团队,为我们的高净值中国家庭提供投资和财富管理需求。我们致力于与客户建立长期且持久的个人合作关系,并提供量身定制的投资组合,以满足客户独特的投资目标。我们提供传统的金融产品,定制的多资产和股票投资组合,以及创新的结构性产品解决方案。我们的团队也擅长就与家族继承、财务规划和投资方案中可能遇上的复杂问题提供简洁、高效的处理方案。

“I understand the needs of Chinese families can vary considerably and I am excited by the incredible range of ways Sayers can help my clients across their businesses, investments and strategic planning needs.”

我明白各中国家庭的需求可能会有很大的差异,但我对Sayers能够提供多种方式以协助我的客户满足他们的业务、投资和战略规划需求感到兴奋。

Steven Luo

Partner

Why we are different

The team is the gateway to the broader Sayers network. On the investment front, we connect our clients to the resources of our global private banking partners, top-tier investment banks and fund managers.  Additionally for those entrepreneurial families, we can help them grow the value of their family business by managing their relationships with our branding, technology, and strategy & deals capabilities.

What we do

Global Private Banking Solutions

Our partnerships with leading global private banks provide our clients with the confidence of being advised by local specialists while leveraging an incredible array of private banking products and services only available to much larger institutions.

Our global banking partnerships provides our clients access to:

  • Large research teams and thematic idea generation
  • Access to internal investment teams and discretionary mandates
  • Best of breed offshore fund manager access
  • A diverse range of structured products
  • Exclusive private client gearing facilities, including residential property lending and Lombard or invest lending solutions
  • Best pricing execution via global trading desks

“Our global private banks partnerships is about providing clients with solutions that are either more exclusive, better or cheaper than those available locally. In this way our clients get the best of both worlds, local expertise providing personal investment advice and international scale, capability and execution”

Why we are different

Many firms try to do everything in-house to varying degrees of success. Sayers is based on relationships and we have deliberately chosen to partner with experts where appropriate to bring the best solutions directly to our clients. Often our clients will have a blend of domestically sourced strategies with those of our global partners.

We leverage our partners to share investment views and product ideas but ultimately, we remain the personal adviser to our clients to guide them through the recommendations and manage the outcomes against their goals.