While most businesses suffer during economic downturns, AMG Financial Group has survived storms, big and small, and has kept the business growth over the past 20 years. They hold to what they believe is a genuinely sustainable business—one that chooses steady wealth-building over rapid growth, which often comes with a high risk.

“We believe in a win-win, sustainable business model.” This model has earned the local financial institution word of mouth and highly-coveted customer loyalty, driving continuous organic business growth for AMG throughout the years, even during the most challenging times.

“As Independent financial advisors (IFA) represent their clients, we need a profound understanding of their needs.” Clients trust IFA on product portfolio selection, risk management, retirement planning, and even succession planning for their children and grandchildren.

“We take customer’s investment seriously. We hope to help clients achieve stable capital growth.” AMG is one of the very few, if not the only, to treat clients like deserving and access different products aligned with the customers goals and risk profile and make sure that they are getting the best deal from the providers.

“One of the major selection criteria is credibility, followed by market risk.” As a responsible financial adviser, AMG looks for indicators of a credible investment product, including a reputable custodian, transparent price and risk calculation,  investment strategy, and more.

Take ESG as an example; while any company can claim to be conscious about ESG, AMG digs deep into the details and requests specific proofs during the product selection process. For instance, how much and how substantial the impact of ESG has on the business’s decision-making.

In terms of market risk, AMG is known for having a robust risk evaluation system. All staff have received proper training on the use of financial analysis tools.

“Despite the impact of Covid, our pursuit of professionalism through training never stops.” Continuous training is provided to keep the staff informed of new industry trends and developments, alongside internal audits to promote best practices.

“We believe that a better future awaits.”

“Running IFA requires dedication and hard work.” Given a relatively lower profit margin among businesses in the financial industry, AMG is convinced of the potential of IFA to grow and sustain in the long term. In Hong Kong, the IFA industry has become increasingly mature and has stayed ahead of its Southeast Asian counterparts. And for many years, AMG has strived to win international recognition for the industry and IFA consultants.

“10 years has proven our ability to achieve out performance.” Looking forward, AMG will stay true to its vision and bring steady wealth growth for its clients.

“Our mission is to build a financial institution led by conscience.”