Convoy in private bank talks over HNWI platform
Hong Kong’s largest IFA is seeking to expand its product offering to target clients with $1 million and is talking to offshore private banks on a B2B basis.
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Hong Kong-based independent financial adviser Convoy is seeking to launch a new platform for high-net-worth clients and is in talks with offshore private banks with a presence in the city.
The firm has a sales force of about 1,500 people and an estimated 60,000 customers, mostly individual retail investors. It has offices in Hong Kong (types 1, 4 and 9 licences), Shenzhen and Beijing.
Insurance brokerage is its core business, selling investment-linked products. It also runs thir…
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