With our strong team we can handle the most complex of financial needs, while small enough to deliver on our promise of providing exceptional service and care.
Our people come from a variety of finance related disciplines and have the grounding, experience and depth to provide expert advice. Our advice team is backed by highly-trained client care professionals. We have the right people in the right roles to deliver the best possible outcomes for you.
Carlson-Schmidt Securities is an independent and diversified financial services adviser providing specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions.
Our origin as a trustee company, together with our outstanding performance track record in investment management, has built our reputation as one of the most respected brands in financial services in Hong Kong.
Carlson-Schmidt Securities Investments
Carlson-Schmidt Securities Investments is one of Hong Kong most highly regarded investment fund managers offering a broad range of products for personal investment, superannuation and retirement to individuals, advisers and institutions. We have strong investment capabilities across a range of asset classes including equities, fixed income, global and diversified strategies.