Wealth Planning

Wealth planning is a cornerstone of our family office services, ensuring that our clients have tailored strategies to preserve, grow, and transfer their wealth across generations. By leveraging deep market insights and a global perspective, we help clients navigate the complexities of wealth preservation, aligning their financial goals with long-term sustainability.

Our wealth planning department is led by Mr. Derek CHEN, who brings a wealth of experience in financial markets, investment strategies, and wealth management. He holds a Master of Science degree with research expertise in fractal geometry, financial engineering, and supply chain management from The University of Hong Kong, providing him with a strong analytical foundation in financial modeling and risk assessment.Derek began his career at Standard Chartered in 2011, gaining valuable experience in banking and financial services before moving to CITIC Securities, where he deepened his expertise in investment banking and capital markets. He later joined Arta TechFin, a firm specializing in innovative financial solutions, before taking on his current leadership role at EXANTE.

As the Deputy Head of East Asia, Company Director & Responsible Officer at EXANTE, Derek plays a key role in strategic investment solutions for institutional and high-net-worth clients. EXANTE is a global wealth-tech company and brokerage firm, offering access to over 50 financial markets worldwide, including stocks, ETFs, bonds, futures, options, and digital assets.

As a consultant and partner, Derek leads our wealth planning development, leveraging his extensive experience to craft customized financial strategies. His deep understanding of wealth preservation, investment structuring, and global market dynamics ensures that our clients receive comprehensive financial consulting aligned with their long-term objectives.