美國萬利理財(香港)有限公司
Money Concepts (Hong Kong) Limited 


40年理財和資產配置的經驗,獨立金融和經濟服務的先鋒




公司歷史

美國萬利理財是全球性的金融機構,在財富管理領域上不單具有領導的地位,更擁有40年的悠久歷史。

美國萬利理財國際集團是全球性的財務策劃中心,為個人、家庭及企業提供理財策劃服務。美國萬利理財(香港)有限公司是美國萬利理財國際集團的一分子,您的環球投資夥伴。






於 1979 年約翰‧華茲創辦美國萬利理財國際集團,他意識到金融服務業分銷系統的不足而決定創立新公司解決這問題。他因而創立了美國萬利先機商業系統,用於美國萬利理財策劃中心,讓以社區為中心的金融機構、稅務專家及理財顧問,以系統化的方式向客戶提供全面的理財策劃及財富管理服務。


萬利理財理財策劃服務享譽國際



加拿大萬利理財

加拿大萬利理財於2001 年被荷蘭全球人壽集團收購。時至今日加拿大萬利理財是加拿大最大的理財策劃服務公司,由 Investia Financial Services Inc. 全資所持有。而 Investia Financial Services Inc. 是 Industrial Alliance Insurance & Financial Services Inc. 全資擁有的附屬公司。Industrial Alliance 為愈 3 百萬加拿大人提供金融服務,僱用愈 3,300位僱員,管理愈 510 億美元資產,並於多倫多股票市場上市(編號:IAG),為加拿大 100 間最大的公司之一。


萬利理財亞


萬利理財助您-從現在的資產到未來的資產 從傳統的智慧到現代的智慧


2000 年張佩儀發現在亞洲地區,財富管理概念並未廣泛應用,因此她率先引入美國萬利理財的品牌到亞洲,於 2010 年獲擢升為美國萬利理財亞洲區總裁,帶領公司於亞洲,尤其大中華地區,推廣美國萬利理財獨特的理財概念。美國萬利理財控股秉持致力為每位客戶提供專業理財服務的信念,享負盛名,並成為本港最大的理財顧問公司之一


證監會持牌法團: 美國萬利理財(香港)有限公司 (BEW231)    







強制性公積金計劃管理局主事中介人


強積金註冊編號

IC001065



Money Concepts is a global financial institution with rich history in the wealth management business of more than 40 years.  


Money Concepts (Hong Kong) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning. It is your global investment partner. 


Money Concepts International Incorporation was founded in 1979. John P. Walsh, founder of Money Concepts, recognized major weaknesses in the distribution systems of the financial services industry, and dedicated his new company to solving these problems. Mr. Walsh created a “turnkey” Money Concepts Financial Planning Center that allowed community based financial institutions, tax professionals and financial planners, a structured  way to offer their clients and customers holistic financial planning and wealth management solutions. 


Money Concepts is a privately held company completely no  influence of product providers. Today, there are more than 700 Money Concepts Planning Centers throughout North America, Europe and the Pacific Rim.


https://www.moneyconcepts.com 



Money Concepts Canada


Money Concepts Canada was acquired by the AEGON Group in 2001. Today, Money Concepts Canada is the largest franchised financial planning company and is wholly owned by Investia Financial Services Inc., a subsidiary of Industrial Alliance Insurance & Financial Services Inc. Industrial Alliance contributes to the financial wellbeing of over 4 million Canadians, employs more than 4,800 people, manages and administers over $12.7 billion in assets. Industrial Alliance is listed on the Toronto Stock Exchange under the ticker symbol IAG. Industrial Alliance is among the 100 largest public companies in Canada.



Money Concepts Asia


In 2000, Ms. Cheung Pui Yee, Denise found the wealth management concepts was not generally adopted in Asia Region, she has been the pioneer in bringing Money Concepts into Asia, delegated as the President of Money Concepts in Asia Region. Her role is to lead the company to extend its unique financial planning concepts in Asia region, especially in the Greater China. With our determined and consistent endeavor to make professional financial planning available to everyone, Money Concepts (Asia) is now one of the largest financial planning firms with a great reputation within the community.