Hong Kong

Welcome to Ord Minnett Hong Kong

Building Wealth for Generations

Ord Minnett Hong Kong

A PROUD HERITAGE OF EXCELLENCE

Ord Minnett (Ords) is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. With corporate origins dating back to 1872, Ord Minnett is a highly respected name in the Australian investment landscape. 

Ord Minnett Hong Kong is wholly owned by Australian company Ord Minnett Holdings Pty Limited (“Ord Minnett”).

Specialist Australian Expat Investment Advice

Our Hong Kong team is committed to the highest standards of service and has an in-depth understanding of why an integrated approach to asset protection and private wealth management in HK is vital for an expat. The team can guide you with various strategies based on their experience throughout the Asia Pacific region and explain the intricacies of international structuring. 

Ords Hong Kong also work with institutional investors, providing a wealth of research, sales coverage and networks at both a local and global level.

"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."

Proud Heritage

Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.

Funds Under Advice

Ords has over AUD$58.4 billion in total Funds under Advice (FUA) and AUD$884.5 million in Funds under Management (FUM) as of 30 September 2023.

Service Excellence

Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.

Expat Private Wealth Services

Managing your wealth is a task in itself without having to wrap your head around foreign markets and currencies. If you are an expat struggling with planning your finances or you want guidance on how to expand your portfolio, Ord Minnett Hong Kong can help.  

We offer investors with a full suite of private wealth investment services and tailored financial solutions, including: 

Financial Planning

Effectively manage risks and plan your finances with advice from our experts on private wealth management in Hong Kong, to protect your current wealth and set up for future growth. 

Stockbroking

With some of the industry's leading stockbrokers and analysts, gain access to the best opportunities in local and international markets. 

Global Structuring

Navigate the complexities of global structuring with the help of our experienced advisers through a thorough knowledge of tax, commercial and regulatory concerns.

Superannuation

Ensure you get the most out of retirement by choosing the right superannuation fund or establishing a self-managed superannuation fund (SMSF) with guidance from our team. 

Significant Investor Visa (SIV)

Discover how our Australian SIV specialists can help you understand and meet the complex requirements and regulation. 

Click here to visit our Significant Investor Visa (SIV) page

Click here to visit our Significant Investor Visa (SIV) Traditional Chinese page


Institutional Services

Our services include:

Direct access to company management

Through deep and extensive networks, Ords is connected to the CEOs and senior decision makers of Australia's leading emerging companies. 

Expert Research

Superior research and analysis leads to superior advice and, in turn, superior investment performance. 

Sales coverage at Domestic and International level

Our ability to identify high quality investment opportunities across emerging Australian companies with a sustained capacity to generate returns in excess of their cost of capital is among the very best in the Australian market. 

hong kong team

Meet the Team

  • Andrew Han

  • George Gladstone

  • Vlada Vujasinovic

  • Brett Morris Waller

Brett Morris Waller - Managing Director Ord Minnett Investor Visa Service (IV and SIV)

After a career spanning over 25 years with one of Australia’s big four banks, Brett moved to Asia joining ipac Singapore as a Senior Vice President in August 2005. Brett spent 8 years in Singapore and Hong Kong providing high level financial planning, strategy, risk, superannuation, CPF (Singapore), MPF (HK) and investment advice to expatriates based in Singapore, Hong Kong and the Asian region. Email Brett at [email protected]

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In Singapore Brett was and still is an active member of Keppel Golf Club and the Singapore Cricket Club. Brett also enjoyed a media presence whilst in Singapore and was frequently interviewed by both local and international media on various topics pertaining to financial planning and wealth management. Brett also ran popular “Migrate to Australia” seminars, contributed to lifestyle and trade publications such as Asian Golf Monthly and the Asian Financial Planning Journal.

Joined Ord Minnett in 2012 and established the SIV Ord Minnett Investment Service. Licensed to provide advice in both Australia and Hong Kong.

Areas of Expertise

Investment Adviser to High-Net-Worth families from across the world, assisting them to grow and protect their wealth by diversifying their investments into developed well-regulated markets.

Industry leading expert for Australia’s Investor Visas (IV and SIV), offering:

  • Access to compliant IV and SIV Investment Solutions.
  • Diversified Investment approach to suit client’s risk profile and circumstances.
  • Safe investments with the protection of capital being of paramount importance.
  • Research driven, proactively managed investment process (rather than set and forget).
  • Flexible and liquid: Ability to redeem and move between asset classes and investments when appropriate.
  • Competitive fee structure and no exit fees.
  • SAFE Investment Portfolios. Independent from product issuers.

The Ord Minnett Investor Visa Service is a major provider of SIV Investment advice and has been since 2012. Our IV and SIV compliant portfolios include the required investment into Venture Capital / Private Equity, Emerging Companies and Balancing Investments.

As required by Australian regulations, all SIV related investment advice and investments will be made under Ord Minnett's Australian Financial Services Licence (AFSL).

Get in Touch

Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth. 

Contact Details

  • 1801 Ruttonjee House
  • 11 Duddell Street
  • Central Hong Kong
  • [email protected]
  • +852 2912 8980
  • 09:00 - 17:00