WHY US

DCA Limited is one of the Hong Kong's leading wealth management organisations, managing client funds of $85.7 billion USD. The company was founded in 2008 and today through its Partnership provides reliable and expert advice in all aspects of wealth management.

As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach.

We believe in our vision and values as strongly today as we did the first time we put them on paper. Staying true to them has served us well and continues to guide us as we cross milestones on growth and success.

Your relationship is personally led by a dedicated investment advisor who crafts a customised investment strategy tailored to your financial needs, the time frame of your investment objectives and matching your risk appetite. He or She works to build a partnership with you, and regularly reviews your goals and changing life circumstances to ensure your investment objectives stay on track. They ask the right questions to truly understand your needs, goals, and risk tolerance. This is followed by formulating an investment strategy that is tailored to your needs and comfort level.

Our implementation of your investment plan also makes sure that it is cost effective and tax efficient. Transparency and Trust is ensured by being direct, clear and comprehensive in all communications. You will receive regular reports on the performance of your portfolio, ongoing portfolio advice and investment ideas, and a proactive approach to making adjustments as your needs and requirements change with time.