Lambert and Sons Incorporated is a Hong Kong financial services firm of financial planners and finance brokers, who are dedicated to assisting clients to achieve their dreams. Since our inception, our clients have placed their confidence in the skills and experience of Lambert and Sons Incorporated’s team, to advise them on a wide range of financial services.
What’s your vision for the future? At Lambert and Sons Incorporated, we help bring your vision to life with a holistic financial plan structured around your aspirations for yourself and your family.
Our team has a robust process that ensures your investments are reviewed on a monthly basis and adjusted to be in line with our independent research - every month.
At Lambert and Sons Incorporated we believe every client is unique, so we support you with a unique financial plan, built around your personal aspirations, priorities and lifestyle. And we also believe it’s essential to actively manage your wealth, keeping pace with volatile markets and your own changing needs.
Our aim is to create a partnership for life — not simply growing your wealth in the future, but helping you enjoy it in the present.
The world never stands still. Volatile investment markets, changing economic cycles, government reforms and your own evolving lifestyle needs can all impact your financial health, for better or worse. Your adviser will help you actively manage your wealth, identifying new opportunities and emerging risks, so you’ll always be ahead of the curve.
A partnership for life - As you and your family move through life, your financial needs will change and evolve. We’re here to support you and your family at every stage, with insights and solutions to help you grow, manage, protect and transfer your wealth.
Trust and transparency - Our relationship with you is built on trust and transparency. Because we’re an independently owned business, you can be confident we’ll only recommend investments and financial products that are in your best interests. And we’ll always discuss the risks and benefits in detail, so you can make a completely informed decision.
Helping you take control - Few things equal the satisfaction of achieving your financial goals by taking personal control of wealth creation. We work in collaboration with you, giving you the knowledge and opportunities you need to take control of your financial future. You decide how you would like to work with us — whether you’d like us to provide specialist advice on a particular investment strategy, or construct and implement a holistic financial plan.
Enjoying life now and in the future - Most importantly, we aim to create the financial security and prosperity that you and your family need to enjoy life, both now and in the future.
Our Holistic Planning
What’s your vision for the future? At Lambert and Sons Incorporated we help bring your vision to life, with a holistic financial plan structured around your aspirations for yourself and your family. We take the time to develop an in-depth understanding of your current situation, your resources, your attitude towards risk, and your plans for the future. Then we develop tailored strategies to match. So you can enjoy life today and tomorrow, confident that your financial security is in good hands.
In today’s uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you’ve worked so hard to build. At Lambert and Sons Incorporated we combine the best research, the best people and the best strategies to help you build on your success. Harnessing the resources and market insights of one of Hong Kong’s leading financial services groups, we’ll develop a personalized financial plan to help you create wealth for tomorrow, while enjoying life today.
High Net Wealth Specialist
Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most of your growing wealth and safeguard the prosperity you’ve worked so hard to create. At Lambert and Sons Incorporated we specialize in helping successful professionals, executives and business owners extend and protect their wealth, with tailored investment planning, astute portfolio management and specialized strategies including trusts, self-managed super, gearing and tax-effective investments. So you can enjoy life now, while building on your success in the future.