STRIKING A BALANCE BETWEEN RISK & GROWTH
Incorporated in 2005, Consolidated Marketing Group International Wealth Management Limited (“CMG”) is a licensed insurance broker (License No. FB1493) regulated by the Insurance Authority in accordance with the Insurance Ordinance (Cap. 41) of the laws of Hong Kong to conduct long term, investment-linked long term, and general insurance business.
CMG is dedicated to providing wealth planning and risk management advisory services to the individual and corporate clients of our institutional partners, including private banks, retail banks, commercial banks, multinational financial institutions, trustees, family offices, etc. By working in collaboration over their open architecture platforms, we formulate practical solutions that cater to their clients' respective needs in wealth preservation and risk management. These solutions are backed by global insurers known for their history,
expertise in risk management, and proven financial strength.
The open architecture strategy originated from the client-centric value proposition established decades ago by some multinational financial institutions to offer comprehensive solutions. With extensive due diligence and qualification procedures, this strategy enables broader quality product selections and top-tier solution providers to serve with minimal resource commitment and execution risks.
CMG is established to be a niche player in this professional and exclusive segment.
To uphold the exclusivity of our CMG Service and to ensure clients have adequate financial resources to fully utilize the benefits of our solutions, our service is only accessible to the individual and corporate clients of our institutional partners on a referral basis.
DIVERSIFIED CLIENT BASE ACROSS ASIA PACIFIC
Our clients are typically responsible persons who are married with a family or have charity in mind. Most of them are asset-rich entrepreneurs or high-income executives, who are frequent travellers with global tax residence status, holding investments or assets in different countries, or have family members living or studying overseas. Some of them are clients referred by their bankers to structure estate and retirement plans; corporate boards seeking sizable coverage to benefit and motivate their key executives; responsible trustees looking for solutions to take care of the beneficiaries; private business owners incorporating sustainable succession plans; partnerships searching for funding solutions to guarantee buy-sell agreements; or senior management teams preparing for affordable management buy-out strategies, to name a few.
The common denominator is that their wealth is exposed to various degrees of financial concerns from growth to preservation, tax, creditors, forced heirship, and charitable giving. For individual clients, we can structure reliable solutions with significant insurance capacity to preserve their wealth beyond generations. And for corporate clients, they can rely on us to deliver sustainable risk management solutions.