亞洲客跨國配置增 Lioner：瑞士迎機遇

2021年在本港成立的保險、信託及家族辦公室業務公司Lioner International Group，近年積極擴張，已經先後在新加坡、瑞士等地設立據點。 近年不少銀行家調派當地 合夥人陳家俊表示，不少來自亞洲的超高淨值客戶在香港及新加坡已擁有銀行賬戶後，會進一步尋求將部分資產配置至瑞士，以分散風 ...

Lioner去年收入飆2.5倍　內地稅務新規不影響公司發展

本地保險、信託和家族辦公室解決方案機構Lioner合夥人陳東源表示，公司去年收入按年飆2.5倍，員工總數逾100人，並在香港、新加坡、北京和瑞士蘇黎世均設有辦事處；計劃年底前將香港辦公室遷往西九龍高鐵站上蓋環球匯(IGC)，料面積較現時辦公室大約一倍。

Lioner︰跨國資產配置需求增　3大財富管理工具發揮協同效應

為迎合全球高淨值客戶對整合型、診斷式的財富傳承方案之熱切需求，保險、信託與家族辦公室三項財富管理工具的結構與管理模式亦日新月異。近日有綜合型財富管理機構分享在保險、信託與家辦的協同例子與運作知識，反映高淨值、跨地區資產擁有者在財富管理方面最新近的趨勢型態...

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...

富人宜設財管信託 解決「有錢煩惱」

「冇錢有煩惱，但有錢亦有煩惱。」對於高資產的人士，亦會面對不少財富管理風險。過去多為高資產提供專業財富管理服務的Lioner合夥人陳家俊表示，公司綜合了保險、信託，以及家族辦公室業務，就不同的客戶提供個人化的財富管理策略，而非針對資產增值...

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」 幫富豪傳承財產 藉保險稅務信託 助財富增值抗風險 (星島日報)

隨着經濟的飛速發展，世界各地的貧富差距變得懸殊。大眾熟知的「2080定律」認為，社會上80%的財富掌握在20%的人手中。而香港作為全球最富裕的城市之一，自然「藏龍臥虎」，吸納了不少富豪和超級富豪...

Lioner開幕典禮獲金融業界鼎力支持 任命新董事總經理 專注推動業務增長

提供「三合一」財富管理方案的金融服務先驅Lioner International Group Ltd. (「Lioner」)今天宣布在香港舉行開幕典禮，過百位金融業界精英出席支持。公司同時宣布任命祝啟瑤為董事總經理，主力推動大中華市場的業務增長...

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 任命另一位業內頂尖資深人為公司合夥人 以豐富財富規劃經驗 強化「三合一」綜合方案 Lioner 任命另一位業內頂尖資深人士為公司合夥人 以豐富財富規劃經驗 強化「三合一」綜合方案

Lioner International Group Ltd. 正式宣布任命陳東源先生(Andrew Chan)為 Lioner的合夥人，即日起生效。Andrew是一位業內資深人士，曾在國際性私人銀行、保險經紀和會計企業擔任重要職位，擁有超過 20年的豐富財富規劃經驗。他的加盟將進一步增強公司別具前...

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正式創立 為財富管理作出重新定義

「此時此刻就是最好的時機」，以此為信念的Lioner International Group Ltd.（Lioner）今天正式投入市場，為具有多元需求的高淨值客戶提供全方位保險、信託和家族辦公室服務。透過將三項業務環環相扣，Lioner不但能為客戶提供獨有的「三合一」財富管理方...