We put you squarely in the driving seat – at the centre of creating your wealth and life creation plan, because unless our advice is tailored specifically to you, it will not fit.

We collaborate with you in making sound decisions, not just at the start of your wealth strategy, but as your circumstances and your plan evolve.

We do not give you a map and wish you a safe journey; we travel with you, working with you to negotiate obstacles and environmental changes that arise, as well as to take advantage of your changing circumstances.

You cannot succeed in business by making your clients just a little better off
To be a high performer in your career takes both focus and drive. The casualty of this dedication is often your own personal financial efficiency. This is your blindside.
The key good financial advice is having someone covering your blind spots while being focused on creating value and finding efficiencies in your investment endeavors.

Our process
We take time to determine your current position and work with you to gather all the facts and data, and to clarify what you want to achieve.


Our people

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.

Our Business
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.