“We are seeing an unmistakable shift in the way ultra-high-net-worth families approach wealth management. The demand for a more sophisticated, tailored approach has never been greater,” remarked Jonathan Pierce, Managing Partner at Stonebridge Capital, during the announcement of the firm’s new family office hub in Hong Kong.
Stonebridge Capital, a prominent global wealth management firm, has officially unveiled its expansion into Asia with the opening of a dedicated family office division in Hong Kong. The move is a calculated response to the surging demand for bespoke family office services in the region, driven by a burgeoning class of ultra-wealthy individuals and families across Greater China, Southeast Asia, and beyond.
The Hong Kong office will serve as a cornerstone for Stonebridge’s operations in Asia, providing services ranging from multi-generational wealth planning and philanthropy advisory to tax-efficient structuring and intergenerational succession management. The firm’s decision to establish its presence in the city reflects its confidence in Hong Kong’s status as a gateway to the broader Asian market, as well as its robust legal and financial infrastructure, despite recent geopolitical tensions.
Founded in 1985 and headquartered in Zurich, Stonebridge Capital has long been a trusted partner for high-net-worth families across Europe and the Middle East. The firm’s expansion into Asia marks a pivotal chapter in its growth story, as it seeks to position itself as a global leader in family office services. According to Pierce, the move was not only strategic but essential: “Asia is home to some of the fastest-growing centers of wealth globally. To serve our clients effectively, we must be where they are—physically, culturally, and operationally.”
Hong Kong’s continued appeal as a wealth management hub played a significant role in Stonebridge’s decision. Despite challenges posed by the city’s evolving political environment, its low-tax regime, proximity to mainland China, and established financial ecosystem remain compelling advantages for firms catering to high-net-worth individuals. Stonebridge’s new office is situated in Central, the city’s financial heart, and will employ a team of seasoned advisors with deep expertise in wealth structuring and Asian markets.
“Hong Kong is a city of contrasts and resilience,” noted Sarah Liu, newly appointed Head of Family Office Services for Asia at Stonebridge Capital. “Our clients here are navigating complex challenges—from generational wealth transfer to regulatory shifts. Our goal is to provide clarity and control, ensuring their legacies endure across borders and generations.”
The impact of Stonebridge’s expansion is likely to reverberate beyond its immediate client base. The firm’s decision to invest in Hong Kong underscores the city’s enduring relevance in an increasingly competitive global wealth management landscape, where rival centers like Singapore are vying for dominance. By choosing Hong Kong, Stonebridge is signaling its faith in the city’s ability to remain a critical node for financial services in Asia, even as it adapts to shifting geopolitical dynamics.
As Stonebridge Capital integrates its operations into the region, the firm has already begun forming partnerships with local service providers, legal experts, and private banks to enhance its offerings. This collaborative approach is expected to solidify its foothold in Asia while providing clients with seamless access to a network of regional and global resources.
Stonebridge’s Hong Kong launch is more than an expansion; it is a statement of intent. By aligning its expertise with the needs of Asia’s ultra-high-net-worth families, the firm is poised to set a new benchmark for family office services in the region.
(Editors: admin)