亚洲客跨国配置增 Lioner：瑞士迎机遇

2021年在本港成立的保险、信托及家族办公室业务公司Lioner International Group，近年积极扩张，已经先后在新加坡、瑞士等地设立据点。 近年不少银行家调派当地 合伙人陈家俊表示，不少来自亚洲的超高净值客户在香港及新加坡已拥有银行账户后，会进一步寻求将部分资产配置至瑞士，以分散风 ...

Lioner去年收入飙2.5倍　内地税务新规不影响公司发展

本地保险、信托和家族办公室解决方案机构Lioner合伙人陈东源表示，公司去年收入按年飙2.5倍，员工总数逾100人，并在香港、新加坡、北京和瑞士苏黎世均设有办事处；计划年底前将香港办公室迁往西九龙高铁站上盖环球汇(IGC)，料面积较现时办公室大约一倍。

Lioner：跨国资产配置需求增 3大财富管理工具发挥协同效应

为迎合全球高净值客户对整合型、诊断式财富传承方案的迫切需求，保险、信托与家族办公室三项财富管理工具的结构与管理模式也日新月异。近日有综合型财富管理机构分享在保险、信托与家办的协同案例与运作经验，反映高净值、跨地区资产拥有者在财富管理上的最新趋势...

Time to visit your wealth doctor – The 100-Year Life: Why Longevity and Health Are Now Core to HNW Wealth Planning

For High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families, longevity is no longer a distant trend. It’s a new planning horizon reshaping portfolios, governance and family decision-making. The question isn’t “Have I saved enough for retirement?”...

Hong Kong’s Rise, Switzerland’s Strength: Why Cross-Border Wealth Planning Has Never Been More Important

According to Boston Consulting Group’s latest Global Wealth Report, Hong Kong and Switzerland are now effectively neck and neck as the world’s two largest cross-border wealth management hubs. Hong Kong is estimated to manage US$2.95 trillion in offshore assets under management (AuM)...

Lioner Establishes Presence in Switzerland to Serve Global HNW Families with 3-in-1 Wealth Solutions

Lioner International Group Ltd. (“Lioner”), Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the launch of its newest office in Zurich, Switzerland. It marks its first overseas presence outside Asia as the Group celebrates its fifth anniversary, further strengthening its presence across major global financial hubs...

The Best Legacy Plan Is the One You Start Now: Why Early Trust Planning Matters

A recent Hong Kong entertainment headline has reignited public discussion about family trusts and legacy planning. A well-known family reportedly placed significant assets into a family trust, appointed a trusted family member to oversee it, provided the next generation with monthly allowances rather than a lump-sum inheritance, and built in conditions and review mechanisms...

Rethinking legacy: More Malaysian families are beginning to structure their assets for future generations...

Following Henry Lam’s appointment, Lioner names Brian Kenyon as its second Group Strategic Advisor to shape the company’s long-term strategy and strengthen trust capability globally...

Building Bridges Across Generations: How Lioner Empowers South East Asia’s High-Net-Worth Families in Generational Wealth Planning

South East Asia is witnessing remarkable wealth creation, driven by strong GDP growth in countries like Singapore, Vietnam, Malaysia and Thailand, according to McKinsey’s 2024 report. The Asia-Pacific high-net-worth individual (HNWI) segment ranks as the second ...

MAS’s New Retail Investment Proposal: What Wealth Planning Means to Multi-generations

The Monetary Authority of Singapore’s (MAS) recent proposal to broaden retail access to private market funds is a milestone in democratizing alternative investments. As access expands, ultra-high-net-worth individuals (UHNWIs) remain focused on ...

Wealth Planning: Navigating the Unique Challenges

In recent years, Hong Kong has seen notable advancements in LGBTQ+ rights, marked by significant legal rulings that offer recognition to same-sex couples. For instance, a same-sex couple can now apply for dependent visas if they are married or in a civil partnership outside of ...

Lioner Announces Francis Tang as Managing Director, Consultancy in Hong Kong to Strengthen Greater China Capabilities

HONG KONG, 19 May 2025 – Lioner International Group Ltd. (Lioner) is pleased to announce the appointment of Francis Tang as Managing Director, Hong Kong, effective fro m today. This strategic addition reinforces Lioner’s dedication to offering total solution services for ...

Lioner Expands Client Advisory Offering in Mainland China

Lioner International Group Ltd. (Lioner), a financial services pioneer, announced today the opening of its new Beijing office, enhancing its family office advisory offering in China as well as enabling greater synergy across the region through its offices in Hong Kong and...

Lioner’s 3 In ONE Wealth Protection Series: Lunar New Year Reflection: Are You Structuring a Legacy or Just Holding Assets?

As families across Asia pause to celebrate the Lunar New Year, it’s also a moment to reflect not just on tradition and reunion — but on the legacy we build for generations to come...

Lioner’s 3 in ONE Wealth Protection Series: Singapore’s 3-Month Fast Track for Family Office Tax Incentives: What HNW Individuals Need to Know

In a major boost for high-net-worth (HNW) families, the MAS has introduced a new 3-month fast-track approval timeline for family office tax incentive schemes...

Lioner Expands Singapore Office to Meet Growing Client Demand and Accelerating Regional Momentum

Lioner International Group Ltd., Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the expansion of its Singapore operations with a relocation to One Raffles Place, at the heart of the city’s financial district. This move...

Lioner Group Strengthened Leadership to Power Lioner’s 3-in-1 Advisory Vision

Lioner International Group Ltd., Asia’s first and only fully integrated Insurance, Trust and Family Office Advisory consortium, today announced the appointment of Henry Lam as Group Strategic Advisor. The move is part of Lioner’s ongoing investment in top-tier talent and strategic counsel to deepen capabilities, enhance client servicing, and scale its unique 3-in-1 platform in key markets across Asia and beyond...

Lioner Group Strengthens Leadership to Drive Growth and Global Connectivity

Lioner International Group Ltd., Asia’s first and only fully integrated Insurance, Trust and Family Office consortium, today announced the appointment of Gary Mak as General Manager, Hong Kong...

Lioner’s 3 in ONE Wealth Protection Series: How Indexed Universal Life Plans Empower Generations in Singapore

In the ever-evolving financial landscape, high-net-worth individuals (HNWIs) face mounting uncertainties to safeguard their wealth and ensure smooth intergenerational transfers amid today’s fluctuating and challenging market conditions...

South East Asia is witnessing remarkable wealth creation, driven by strong GDP growth in countries like Singapore, Vietnam, Malaysia and Thailand, according to McKinsey’s 2024 report...

Wealth Planning: Navigating the Unique Challenges

In recent years, Hong Kong has seen notable advancements in LGBTQ+ rights, marked by significant legal rulings that offer recognition to same-sex couples...

Hong Kong’s CIES Scheme Creates New Wealth Management Opportunities

Since the Hong Kong Government’s official launch in March, the new Capital Investment Entrant Scheme (CIES) has recorded double-digit applications and over 1,600 enquiries as of early April as part of its drive to enhance the city’s diversity of skilled individuals and draw in new investment...

Embracing AI in Succession Planning

Founded in China in 2020, the Inno-Future Young Entrepreneurs’ Alliance is a youth leader community focused on embracing technology and continuous learning...

Pre-Immigration Tax planning is Crucial

According to a recent report published by Henley & Partner, cities in the United States and Asia continue to dominate the world’s top 10 wealthiest cities offering favourable environments for people to live, work, study and invest...

More work still required to strengthen the family office ecosystem in Hong Kong

Family office businesses are becoming an important component of the financial services industry in Hong Kong, not just because of the huge business potential offered to a wide range of professionals...

Accelerating the development of family office businesses in Hong Kong

Hong Kong is determined to establish itself as a regional wealth management hub for high-net-worth (HNW) families...

Keep Calm and Carry On: Reflections on 2022 and Beyond

As we near the end of 2022, most parts of the world have entered into a post-pandemic normal. This includes Hong Kong, which is gradually loosening COVID restrictions...

Lioner Announces The Launch Of Singapore Entity To Accelerate International Growth

Lioner International Group Ltd. (Lioner), a financial services pioneer, announced today that its Singapore entity, Lioner International Consultancy Pte. Limited., has recently obtained a Financial Adviser’s (FA) license from the Monetary Authority of Singapore...

Accelerate Growth in Asia

The Ukraine war, the pandemic, high inflation and tightening by the Federal Reserve in the US are creating tremendous uncertainties for the global economy and pose risks to the outlook...

Weather the Storm of Market Volatility

Financial markets have experienced considerable volatility this year. Wall Street has wrapped up the worst first half for stock performance in decades, and the annual US inflation rate unexpectedly hit 9.1 percent in June, the highest since December 1981...

Lioner Accelerates its Growth with Establishment of Singapore Business

Lioner International Group Ltd. (“Lioner”), a financial services pioneer, today announces that it has made a strategic move in expanding its holistic servicing network to Singapore through the establishment of a new entity in Singapore...

Fairer Society Through Tax Policies

Since the introduction of common prosperity, it has emerged as one of the most important concepts guiding government policies in China in the last 6 months...

Allure of Cryptos Draws Clients & Wealth Planners As Appetite Grows

A couple of years on from the pandemic outbreak, the world has not only become far more digital, it has also opened the door to investing in digital assets, albeit just ajar in some markets, thereby attracting a new wave of Gen Z and millennial high net worth individuals (HNWIs)...

Our Partners, Andrew Chan and Tony Chan have shared with CapitalHK on how Lioner can capture this opportunity with its integrated solutions that is unique in the market

Under the umbrella of the 14th Five-Year Plan, Hong Kong’s status continues to be supported as an international financial and trade centre; an international asset and risk management centre. Alongside China’s accelerated growth, FamilyOffice is undoubtedly...

Driving ESG in Family Offices

Phrases like environmental, social and governance (ESG), climate change, green bonds and green financial hubs have been dominating the financial markets, including insurance companies, as well as family offices...

Asia’s Great Wealth Transfer a Challenge for Family Businesses as Baby Boomers Step Down

The term baby boomers seems like a misnomer now. Born between 1946 and 1964, they are anything but babies – by 2030, they will all be over the age of 65...

富人宜设财管信托 解决「有钱烦恼」

「冇钱有烦恼，但有钱亦有烦恼。」对于高资产的人士，亦会面对不少财富管理风险。过去多为高资产提供专业财富管理服务的Lioner合伙人陈家俊表示，公司综合了保险、信托，以及家族办公室业务，就不同的客户提供个人化的财富管理策略，而非针对资产增值...

Lioner complements financial institutions in the ecosystem

Lioner’s flexible business model fosters collaboration with private banks and investment banks, asset management firms, insurers, accounting and professional services, enabling it to fill gaps in its own service where they exist. Our Partner Andrew Chan has shared with...

Lioner做「管家」 帮富豪传承财产 藉保险税务信托 助财富增值抗风险 (星岛日报)

随着经济的飞速发展，世界各地的贫富差距变得悬殊。大众熟知的「2080定律」认为，社会上80%的财富掌握在20%的人手中。而香港作为全球最富裕的城市之一，自然「藏龙卧虎」，吸纳了不少富豪和超级富豪...

Lioner开幕典礼获金融业界鼎力支持 任命新董事总经理 专注推动业务增长

提供「三合一」财富管理方案的金融服务先驱Lioner International Group Ltd. (「Lioner」)今天宣布在香港举行开幕典礼，过百位金融业界精英出席支持。公司同时宣布任命祝启瑶为董事总经理，主力推动大中华市场的业务增长...

A holistic approach to HNW Legacy planning

"The key here is once we know the client, we would be able to communicate to the professionals in our professional language, so that the needs will be addressed specifically...

New Entrant Lioner International Intent on Delivering a One-Stop Wealth Management Shop for Greater China Clients

"Nowadays, clients' needs are complex, and our vision is to establish a one-stop shop that can answer those expectations on a one-stop basis, targeting particular the HNW clientele...

Family business succession planning face challenges in rapidly changing environment

Lioner Executive Series: Family businesses have long been a driver of the global economy, accounting for around 90% of all businesses. In Asia, they are particularly synonymous with entrepreneurship, business and society, comprising more than 70% of listed...

Lioner International Group Ltd. 正式宣布任命陈东源先生(Andrew Chan)为 Lioner的合伙人，即日起生效。 Andrew是一位业内资深人士，曾在国际性私人银行、保险经纪和会计企业担任重要职位，拥有超过 20年的丰富财富规划经验。他的加盟将进一步增强公司别具前...

Serving GenX HNW clients with Life Insurance and Trust services for the first time in Hong Kong

Lioner Executive Series: Tony Chan offers his views on the HNW insurance industry in Asia and how he plans for Lioner to satisfy the demand for a new type of service aimed to meet the unique needs of Asia’s transitional wealth generation...

Lioner International Group正式创立 为财富管理作出重新定义

「此时此刻就是最好的时机」，以此为信念的Lioner International Group Ltd.（Lioner）今天正式投入市场，为具有多元需求的高净值客户提供全方位保险、信托和家族办公室服务。透过将三项业务环环相扣，Lioner不但能为客户提供独有的「三合一」财富管理方...