Wealth Management Experts

Your Trusted Partner in Wealth Management

At CrestPoint Fund, we are driven by a singular mission: to empower our clients with tailored, innovative financial solutions that build, preserve, and grow wealth. Established in Hong Kong, one of the world’s most dynamic financial hubs, CrestPoint Fund combines global expertise with local market knowledge to deliver a comprehensive suite of wealth management services. Our clientele includes high-net-worth individuals, families, and institutional investors seeking personalized financial strategies and unparalleled service.

Our Vision

We believe in creating lasting financial legacies for our clients. At CrestPoint Fund, our vision is to become the trusted partner for wealth management by offering innovative and customized financial strategies. We aim to enhance our clients’ financial well-being, helping them navigate today’s complex markets while safeguarding their future.

Our Mission

Our mission is to provide strategic, holistic wealth management solutions that align with each client’s unique financial goals. We focus on delivering sustainable, long-term growth while managing risk and ensuring wealth preservation across generations. Through transparency, trust, and client-centric service, we strive to offer excellence in every interaction.

Our Core Values

• Client-Centric Approach: At CrestPoint Fund, we place our clients at the heart of everything we do. Every financial strategy is customized to meet the individual goals, risk tolerance, and values of our clients.

• Integrity and Transparency: Trust is the cornerstone of our client relationships. We are committed to ethical practices, clear communication, and transparency in all aspects of our services.

• Excellence in Service: We pride ourselves on offering unparalleled service, combining personalized attention with cutting-edge financial expertise to exceed client expectations.

• Global Perspective: With deep knowledge of global markets, we provide international investment opportunities and insights, giving our clients access to diverse markets and asset classes.

• Long-Term Focus: We prioritize long-term financial security and sustainable growth, offering strategic solutions designed to protect and grow your wealth for future generations.