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Montpelier are one of the oldest wealth management groups in Asia. We work with fully regulated investment and insurance companies, providing financial services to individuals for over 26 years. Our team consists of professional consultants who are highly experienced Wealth Managers and qualified to UK FCA requirements. We help our clients to manage their assets effectively and maximise their efficiency and return.

Our wealth management services include:

  • Financial and Tax planning 

  • Estate planning / Inheritance Tax 

  • Investment Strategy & Risk Analysis

  • Property Investments 

  • Mortgage Advice 

  • Protection Insurance

  • Retirement Solutions 

  • Pensions and pension transfers

  • Tax Efficiency

  • Capital Gains planning 

Client Support - Wealth Management


Our experienced client liaisons team provide information to our clients on a regular basis with information on current market news, portfolio performance reviews and future opportunities. These ensure each client will have a dedicated member from our client liaison team to keep them fully updated at all times. 

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