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Platinum Financial Services
Hong Kong Island, China
D
11-50 Employees
-
Key takeaway
Platinum Financial Services specializes in personal financial advice and planning, including retirement planning. Their comprehensive solutions are tailored to meet diverse client needs, ensuring effective management of financial futures.
Reference
Core business
Corporate Financial Planning | Platinum Financial Services Limited (PFS)
Corporate Financial Planning Platinum Financial Services offers comprehensive and corporate solutions which are customised to your needs that help you satisfy a wide range of protection, employee retention and admin needs that every modern company faces. Thanks to our solutions, which are client-oriented, you can easily attract and retain talent, and build a healthy and…
Acuma Hong Kong
Hong Kong Island, China
D
1001-5000 Employees
2013
Key takeaway
Acuma Hong Kong highlights the importance of effective retirement planning, offering solutions like Qualifying Non-UK Pension Schemes (QNUPS) to enhance your retirement savings. Additionally, they suggest that moving overseas during retirement can provide opportunities for supplementary income and tax-efficient savings, thereby maximizing your pension pot.
Reference
Service
Retirement Planning | Acuma Hong Kong
Moving overseas in your retirement can help you earn a supplementary income, as well as benefit from tax-efficient savings, maximising the earnings you have in your pension pot.
Ruggieri Financial & Insurance Services
Hong Kong Island, China
D
1-10 Employees
2007
Key takeaway
The company offers comprehensive financial planning services specifically for retirement, including IRA/401(k) rollovers, estate planning, and tax planning. Their experienced team is dedicated to helping clients reduce taxes and protect their assets to maintain their lifestyle throughout retirement.
Reference
Service
Our Services
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China Life Insurance Hong Kong
Hong Kong Island, China
D
101-250 Employees
1984
Key takeaway
The company highlights its savings plans designed to help individuals accumulate wealth for a secure retirement, emphasizing features like tax-deductible contributions and the flexibility of personal contributions.
Reference
Product
MPF | China Life (Overseas)
Pacific Risk Advisors
Hong Kong Island, China
D
11-50 Employees
2005
Key takeaway
Pacific Risk Advisors Ltd (PRA) offers dedicated ESG risk advisory services that can be crucial for informed retirement planning by helping investors identify and manage growth opportunities throughout the investment lifespan.
Reference
Core business
Pacific Risk Advisors
iPampas
Hangzhou City, China
D
11-50 Employees
2017
Key takeaway
The company specializes in private wealth management, offering multi-account aggregation and reporting services for Family Offices and Independent Asset Managers. Their expertise in digital planning and investor services positions them as a key player in enhancing retirement planning strategies for clients.
Reference
Core business
私人财富解决方案 | 潘帕斯科技
私人银行、家族办公室、EAM、全球保险、资产配置、数字化服务、智能投顾、属地合规、金融级安全 Insurance Broker、1 4 9 号牌、IA、SFC
Jumbolife Limited
Hong Kong Island, China
D
11-50 Employees
2004
Key takeaway
Jumbolife offers extensive expertise in wealth planning and transfer solutions, making it a key player in retirement planning for high net worth clients. With over 17 years of experience, the company provides tailored advisory services that focus on estate planning, wealth accumulation, and long-term financial goals.
Reference
Core business
Home - Jumbolife Limited
We provide the most comprehensive wealth planning solutions 0 + Years of Experience Jumbolife is your most dynamic provider for wealth planning and transfer solutions in the Asia Pacific region. We have over 17 years of experience in serving our high net worth clients with the most comprehensive and effective solutions for your estate planning, […]
Charles Monat Associates Ltd
Hong Kong Island, China
D
251-500 Employees
1971
Key takeaway
Charles Monat & Associates emphasizes their expertise in wealth planning and liquidity solutions, specifically highlighting their services for retirement planning. Their focus on tailored strategies for high-net-worth clients makes them a key partner for those looking to secure their financial future.
Reference
Service
Our Services - Charles Monat | Legacy | Life Insurance
Our Services WEALTH ACCUMULATION In your early years, when your focus is on creating and accumulating wealth, your priorities may be: Setting aside money for your family Investing in a home or saving for your children Living your ideal lifestyle Transitioning from your career into a new business We have…
DigiCentury (Guangzhou) Ltd.
Guangzhou City, China
D
51-100 Employees
2001
Key takeaway
CIPPlanner Corporation specializes in capital infrastructure development and management, highlighting its experience and commitment to providing effective software solutions. Their comprehensive approach and collaboration with clients may offer valuable insights for retirement planning within the context of managing long-term capital projects and programs.
Reference
Core business
Corporation - CIPPlanner
Kuber Investments
Hong Kong Island, China
D
1-10 Employees
-
Key takeaway
Kuber Investments offers investment management services that focus on providing a low-cost and diversified solution, which can be beneficial for retirement planning. They also emphasize risk management and provide free consultations to help clients navigate their investment strategies.
Reference
Core business
Kuber Investments - Investment Advisors - Irvine & Orange County, CA - USA.
Registered Investment Advisor (RIA) in California. Investment advisor & council, financial advisor, stocks investment - Get 1 hour of free consulting by Mahesh Jain today!
Technologies which have been searched by others and may be interesting for you:
When exploring the Retirement Planning industry in China, several key considerations come into play. The regulatory environment is evolving, with the government implementing policies aimed at improving pension systems and encouraging private retirement savings. Understanding these regulations is crucial, as they can significantly impact investment opportunities and product offerings. Furthermore, demographic shifts, such as an aging population and declining birth rates, create both challenges and opportunities in this sector. The demand for retirement products and services is on the rise, yet companies must navigate potential issues related to underfunded pension schemes and a lack of financial literacy among consumers. The competitive landscape is becoming increasingly crowded, with both domestic and international players vying for market share. It is essential to analyze the strengths and weaknesses of these companies, as well as their market strategies. Environmental concerns are also relevant, particularly in terms of sustainable investing and the growing emphasis on corporate responsibility. Additionally, the global market relevance of China's Retirement Planning industry cannot be overlooked, as trends in technology and innovation, such as fintech solutions, are reshaping how retirement planning is approached. Thus, a comprehensive understanding of these factors will equip individuals with the insights needed to effectively research and engage with companies in this industry.
Some interesting numbers and facts about your company results for Retirement Planning
| Country with most fitting companies | China |
| Amount of fitting manufacturers | 12 |
| Amount of suitable service providers | 20 |
| Average amount of employees | 11-50 |
| Oldest suiting company | 1971 |
| Youngest suiting company | 2017 |
Some interesting questions that has been asked about the results you have just received for Retirement Planning
What are related technologies to Retirement Planning?
Based on our calculations related technologies to Retirement Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Retirement Planning?
The most represented industries which are working in Retirement Planning are Finance and Insurance, Other, Consulting, Consumer Goods and Services, IT, Software and Services
How does ensun find these Retirement Planning Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.