Welcome to Ord Minnett Hong Kong
Building Wealth for Generations
Ord Minnett Hong Kong
A PROUD HERITAGE OF EXCELLENCE
Ord Minnett (Ords) is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. With corporate origins dating back to 1872, Ord Minnett is a highly respected name in the Australian investment landscape.
Ord Minnett Hong Kong is wholly owned by Australian company Ord Minnett Holdings Pty Limited (“Ord Minnett”).
Specialist Australian Expat Investment Advice
Our Hong Kong team is committed to the highest standards of service and has an in-depth understanding of why an integrated approach to asset protection and private wealth management in HK is vital for an expat. The team can guide you with various strategies based on their experience throughout the Asia Pacific region and explain the intricacies of international structuring.
Ords Hong Kong also work with institutional investors, providing a wealth of research, sales coverage and networks at both a local and global level.
"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."
Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.
Funds Under Advice
Ords has over AUD$58.4 billion in total Funds under Advice (FUA) and AUD$884.5 million in Funds under Management (FUM) as of 30 September 2023.
Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.
Expat Private Wealth Services
Managing your wealth is a task in itself without having to wrap your head around foreign markets and currencies. If you are an expat struggling with planning your finances or you want guidance on how to expand your portfolio, Ord Minnett Hong Kong can help.
We offer investors with a full suite of private wealth investment services and tailored financial solutions, including:
Effectively manage risks and plan your finances with advice from our experts on private wealth management in Hong Kong, to protect your current wealth and set up for future growth.
With some of the industry's leading stockbrokers and analysts, gain access to the best opportunities in local and international markets.
Navigate the complexities of global structuring with the help of our experienced advisers through a thorough knowledge of tax, commercial and regulatory concerns.
Ensure you get the most out of retirement by choosing the right superannuation fund or establishing a self-managed superannuation fund (SMSF) with guidance from our team.
Our services include:
Through deep and extensive networks, Ords is connected to the CEOs and senior decision makers of Australia's leading emerging companies.
Superior research and analysis leads to superior advice and, in turn, superior investment performance.
Our ability to identify high quality investment opportunities across emerging Australian companies with a sustained capacity to generate returns in excess of their cost of capital is among the very best in the Australian market.
hong kong team
Meet the Team
Andrew Han - Senior Private Wealth Adviser
Andrew has worked in the wealth management industry since 2006, originally for a major investment bank before joining Ord Minnett to focus on portfolio management.
Andrew specialises in portfolio structuring and investment selection. He provides tailored expat strategies on superannuation and retirement planning for high-net-worth individuals and busy professionals. Andrew also provides advice on Australian and international equities, REITs, hybrid securities, bonds and wholesale funds.
Andrew has completed a Bachelor’s degree from Sydney University, holds a Graduate Diploma in Financial Planning and is an Accredited Derivatives Adviser (ADA1).
George Gladstone - Senior Private Wealth Adviser
George assists individuals and families with wealth creation and protection strategies, that draw on his many years’ experience in financial markets and his 8 years as an Adviser.
George first joined Ord Minnett in 1998 whilst completing a Bachelor of Business degree. After a spell in London working with WestLB, the FTSE and Barclays Capital, he returned to the firm in 2005.
George relocated to the Ords Hong Kong office in 2016 where he now specialises in advising globally mobile executives on non-resident wealth management issues - specifically portfolio construction, retirement, estate and succession planning, and Australian Superannuation.
Vlada Vujasinovic - Private Client Adviser
Born and raised in the Zemun municipality of Belgrade, I immigrated to New Zealand during the Yugoslav wars in the mid-90's before settling with my family in Australia. I have been a Hong Kong resident since 2017.
As a Private Client Adviser, apart from the services that I offer, I take care to maintain my own personality, which comes from a strong belief in my profession and a sense of duty to my clients.
Ethical hero: Grigori Perelman | Uber Rating: 5
Brett Morris Waller - Managing Director Ord Minnett Investor Visa Service (IV and SIV)
After a career spanning over 25 years with one of Australia’s big four banks, Brett moved to Asia joining ipac Singapore as a Senior Vice President in August 2005. Brett spent 8 years in Singapore and Hong Kong providing high level financial planning, strategy, risk, superannuation, CPF (Singapore), MPF (HK) and investment advice to expatriates based in Singapore, Hong Kong and the Asian region. Email Brett at [email protected]
In Singapore Brett was and still is an active member of Keppel Golf Club and the Singapore Cricket Club. Brett also enjoyed a media presence whilst in Singapore and was frequently interviewed by both local and international media on various topics pertaining to financial planning and wealth management. Brett also ran popular “Migrate to Australia” seminars, contributed to lifestyle and trade publications such as Asian Golf Monthly and the Asian Financial Planning Journal.
Joined Ord Minnett in 2012 and established the SIV Ord Minnett Investment Service. Licensed to provide advice in both Australia and Hong Kong.
Areas of Expertise
Investment Adviser to High-Net-Worth families from across the world, assisting them to grow and protect their wealth by diversifying their investments into developed well-regulated markets.
Industry leading expert for Australia’s Investor Visas (IV and SIV), offering:
- Access to compliant IV and SIV Investment Solutions.
- Diversified Investment approach to suit client’s risk profile and circumstances.
- Safe investments with the protection of capital being of paramount importance.
- Research driven, proactively managed investment process (rather than set and forget).
- Flexible and liquid: Ability to redeem and move between asset classes and investments when appropriate.
- Competitive fee structure and no exit fees.
- SAFE Investment Portfolios. Independent from product issuers.
The Ord Minnett Investor Visa Service is a major provider of SIV Investment advice and has been since 2012. Our IV and SIV compliant portfolios include the required investment into Venture Capital / Private Equity, Emerging Companies and Balancing Investments.
As required by Australian regulations, all SIV related investment advice and investments will be made under Ord Minnett's Australian Financial Services Licence (AFSL).
Get in Touch
Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth.