关于德萃

关于我们

DC · WEALTH

ABOUT US

DC WEALTH

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DC Wealth Group (DC Wealth) is a comprehensive wealth management organization dedicated to serving ultra-high net worth individuals, families and corporations, providing multi-faceted and diversified services.

The company adheres to the basic philosophy of "Virtue in the world, talent in all directions", with rich industry experience, global high-quality resources, advanced technology management, and integrated professional legal, taxation, and accounting teams. While releasing capital power for clients, DC Wealth balances risk and return, obtains benefits, achieves wealth management goals, and continues the inheritance of capital and value of families and corporations.

With the family office business as the core of DC Wealth, we take "guaranteeing wealth security" and "wealth inheritance" as our main goals. With senior expert teams and strong resource network, we design one-stop wealth management solutions for high-net-worth clients and provide a full range of diversified supporting services. While flexibly responding to market and policy changes, we ensure the security, privacy and continuity of clients’ assets.

DC Wealth Group owns DC Wealth Management Limited (Hong Kong), DC Insurance Consultants Limited (Hong Kong), China-Hong Kong Asset Management Limited, DC Trust (Asia) Limited, and DC Fiduciary Services Limited. In July 2017, DC Wealth Management (Hong Kong) Limited was officially granted two regulated licenses by the Hong Kong Securities and Futures Commission (SFC), Type 4 (advising on securities) and Type 9 (providing asset management), No. BFT267.

关于我们

OUJINGL

ABOUT

DC · WEALTh

——

DC Wealth Group (DC Wealth) is a comprehensive wealth management organization dedicated to serving ultra-high-net-worth individuals, families and corporations, providing multi-faceted and diversified services.

The company adheres to the basic philosophy of "Virtue in the world, talent in eight directions", using rich industry experience, global quality resources, advanced technology management, integration of professional legal, tax and accounting experts team, in order to unleash the power of capital for customers, while balancing risk and return, to achieve the interests, to complete the wealth management objectives, and continue the family and corporate capital and value of the inheritance.

We provide asset planning, wealth management, family offices, external asset management, family and corporate trusts, corporate secretarial services, and high-end insurance services, including overseas asset allocation, cross-border wealth management, investment immigration, overseas study, health care and other advisory services. We always adhere to the principle of "customer first, the pursuit of excellence", to achieve a win-win sustainable development pattern of customers and the company.

D&C Wealth Group owns Hong Kong D&C Wealth Management Limited, Hong Kong D&C Insurance Consultants Limited, China-Hong Kong Asset Management Company, D&C Trust (Asia) Limited and D&C Secretarial Services Limited. In July 2017, D&C Wealth Management (Hong Kong) Limited was officially granted two regulated licenses by the Hong Kong Securities and Futures Commission (SFC), Class 4 (advising on securities) and Class 9 (providing asset management), No. BFT267.

Our Service

To provide one-stop service tailored to clients' needs

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WEALTH PLANNING AND MANAGEMENT

We provide financial planning and wealth management for ultra-high net worth clients (UHNW), including tax structure optimization, inheritance planning and charity management, as well as setting up family trusts, family funds, family offices and offshore companies on demand.

INVESTMENT MANAGEMENT

Based on the concept of global asset allocation, we provide on-demand investment management solutions for high-net-worth clients (HNW), manage private bank accounts, carry out alternative investments, plan strategic investments, monitor and manage risk throughout the process, and provide regular investment reports and account summaries.

WEALTH Inheritance AND ASSET isolation

Design and build offshore family trust structures, provide trust custody services, plan intergenerational inheritance schemes of family wealth in a safe and private manner, and combine tools such as large insurance policies to achieve asset isolation and protection, as well as the full integration and optimization of family assets.

LEGAL AND TAX ADVISORY

Provide compliance support under different regulatory frameworks, risk management and insurance planning, offshore company structuring and global tax and legal advisory services.

ADMINISTRATIVE SERVICES MANAGEMENT

Provide diversified company fiduciary and company director services, and assist families in handling various corporate administrative affairs, especially in cross-border sector.

Frances Lee

Responsible Officer (RO)

A veteran banker with over 35 years of experience in the wealth management industry, providing investment advice and account management services to clients. She has worked for a number of international banks and financial institutions, including: UBS, Credit Suisse, Citibank, Dao Heng Bank, Singapore Bank, Bank of East Asia, ICBC International. He has worked for a number of international banks and financial institutions including: UBS, Citibank, Dao Heng Bank, Singapore Bank, Bank of East Asia, ICBC International, etc.

Certified Financial Planner
Private Wealth Manager
Approved Risk Assessment Planner

Frances Lee

Responsible Officer (RO)

A veteran banker with over 35 years of experience in the wealth management industry, providing investment advice and account management services to clients. She has worked for a number of international banks and financial institutions, including: UBS, Credit Suisse, Citibank, Dao Heng Bank, Singapore Bank, Bank of East Asia, ICBC International. He has worked for a number of international banks and financial institutions including: UBS, Citibank, Dao Heng Bank, Singapore Bank, Bank of East Asia, ICBC International, etc.

Certified Financial Planner
Private Wealth Manager
Approved Risk Assessment Planner

Jaycee Chen

Senior Vice President, DC Wealth (Hong Kong) Limited

Chartered Financial Analyst (CFA)

She has rich experience in providing special account management and family office investment management for ultra-high net worth clients. She provides clients with supporting solutions related to the establishment of family trust structure and wealth inheritance.

Master of Systems Engineering and Engineering Management, The Chinese University of Hong Kong

Jaycee Chen

Senior Vice President, DC Wealth (Hong Kong) Limited

Chartered Financial Analyst (CFA)

She has rich experience in providing special account management and family office investment management for ultra-high net worth clients. She provides clients with supporting solutions related to the establishment of family trust structure and wealth inheritance.

Master of Systems Engineering and Engineering Management, The Chinese University of Hong Kong

Cooper Liao

Responsible Officer (RO)

He has many years of experience in insurance and wealth management, and was an executive in one of the top 50 financial companies in the world. He leads a team of professional advisors to provide a full range of protection services for high net worth clients in Greater China, including offshore insurance, trust, high-end medical and education.

Cooper Liao

Responsible Officer (RO)

He has many years of experience in insurance and wealth management, and was an executive in one of the top 50 financial companies in the world. He leads a team of professional advisors to provide a full range of protection services for high net worth clients in Greater China, including offshore insurance, trust, high-end medical and education.

核心团队

James Yang

Licensed Principal (RO) of the Hong Kong Securities and Futures Commission

He has served as a senior investment expert in deutsche Bank's asset management active investment department, a portfolio manager in the ultra-high net worth department of Swiss Bank Wealth Management, and an investment expert at BNP Paribas Investment Management, responsible for investment management and business development of Asian bond funds, multi-asset allocation, and macro strategic hedge fund products. He was a portfolio Manager at Goldman Sachs Asset Management (New York, USA) and a researcher at Paloma Entropy Hedge Fund in the United States.

New York University Stern School of Business MBA

James Yang

Licensed Principal (RO) of the Hong Kong Securities and Futures Commission

He has served as a senior investment expert in deutsche Bank's asset management active investment department, a portfolio manager in the ultra-high net worth department of Swiss Bank Wealth Management, and an investment expert at BNP Paribas Investment Management, responsible for investment management and business development of Asian bond funds, multi-asset allocation, and macro strategic hedge fund products. He was a portfolio Manager at Goldman Sachs Asset Management (New York, USA) and a researcher at Paloma Entropy Hedge Fund in the United States.

New York University Stern School of Business MBA

Andriea Tan

Vice President, DC Wealth (Hong Kong) Limited

She has many years of experience in market development and has extensive experience in investment valuation management and asset allocation. He has worked in the international division of China Construction Bank, Citi Bank and Bank of Shanghai. Passionate about public welfare and has organized several large charity events.

AFP holder, Hong Kong Institute of Financial Planners
Master of International Banking and Finance, Durham University, UK

James Yang

Licensed Principal (RO) of the Hong Kong Securities and Futures Commission

He has many years of experience in market development and has extensive experience in investment valuation management and asset allocation. He has worked in the international division of China Construction Bank, Citi Bank and Bank of Shanghai. Passionate about public welfare and has organized several large charity events.

AFP holder, Hong Kong Institute of Financial Planners
Master of International Banking and Finance, Durham University, UK

Leon Li

Executive President, DC Wealth (Hong Kong) Limited

He has more than ten years of experience in the insurance and wealth management industry. He joined Ping An Property Insurance Zhejiang Branch in 2008 and has served as the manager of the marketing department and the director of the channel management department, with extensive experience in underwriting, risk control, channel management and integrated finance. In 2015, he joined DC Wealth, providing overseas asset allocation solutions for domestic institutions and high net worth clients. He has a deep understanding of clients' needs, and has rich practice in offshore structure building, the use of various financial instruments and operational processes.

Leon Li

Executive President, DC Wealth (Hong Kong) Limited

He has more than ten years of experience in the insurance and wealth management industry. He joined Ping An Property Insurance Zhejiang Branch in 2008 and has served as the manager of the marketing department and the director of the channel management department, with extensive experience in underwriting, risk control, channel management and integrated finance. In 2015, he joined DC Wealth, providing overseas asset allocation solutions for domestic institutions and high net worth clients. He has a deep understanding of clients' needs, and has rich practice in offshore structure building, the use of various financial instruments and operational processes.

德萃理念

Enterprise concept

Philosophy

"Virtue in the world, talent in eight places"

Working Together

As good as it gets

Safe and reliable

Leadership Excellence

Sustainable Development

合作企业

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Partner companies

Corporate Vision：

To be the global wealth management institution of choice for ultra-high net worth clients.

Corporate Mission：

To unleash the power of capital for our clients while continuing the legacy of family and corporate capital and value.

人才招聘

Talent Recruitment

RECRUITMENT

The road ahead is long, let's walk together

If you are interested, please input your resume pr@bccapital.com Email, welcome to join