IPS wealth planning framework
Led by Colin Capital.
Licensed Platform & Professional Network
Platform Network and Licensed Support
Colin Capital currently focuses on wealth planning, helping clients clarify objectives, risk boundaries, cash flow and long-term allocation principles.
Platform boundaries
Specific sales, account opening, trading, insurance applications and after-service for securities, funds, insurance and other products are completed by licensed partner platforms or licensed institutions within their authorisation and applicable regulations.
Major Hong Kong insurance institutions
Connected through licensed insurance platforms.
Funds / ETFs / bonds / equities
Connected through licensed securities platforms.
Professional support categories
Securities, insurance, legal and tax.
Coordinated support
Insurance
Insurance resources
Connect to major Hong Kong insurance institutions and life, savings, annuity and succession solutions through licensed insurance platforms.
Securities & Funds
Securities and funds platforms
Connect to multi-market funds, ETFs, bonds, equities and cash management tools through licensed securities platforms.
Professional Services
Professional services
Legal, tax, trust, cross-border identity and corporate structure matters are handled by external professional institutions providing independent opinions.