Awards for Distinction 2024 – Best Independent Wealth Manager – Hong Kong

Best Independent Wealth Manager Hong Kong

 

Carret Private Capital Limited

Best Independent Wealth Manager – Hong Kong

Kenneth Kent Ho

managing partner

“At Carret Private Capital, our success is built on a leadership philosophy of empowerment and collaboration across all levels of the organisation. By fostering a supportive culture, we inspire our team to innovate and deliver excellence in wealth management. This approach has been key to providing exceptional service and solutions that set us apart in a competitive market.

“Looking ahead, we are pursuing growth by expanding our team, acquiring aligned external asset managers, and investing in technology to enhance client experiences. Through our partnership with Endowus, we offer exclusive private equity, credit, real estate, and hedge fund opportunities, providing access to top managers at reduced costs.

“This award is a testament to our team’s dedication, boosting morale and reinforcing our industry credibility. It motivates us to continue leading with distinction, deepening our impact in wealth management.”

What was behind the judges’ decision?

  • The firm’s commitment to transparency and cost efficiency is another reason why it is considered the best in Hong Kong. Carret Private’s fee-only model ensures that clients pay low, transparent fees with no hidden charges or commissions. This approach not only reduces costs but also aligns the firm’s interests with those of its clients, fostering long-term trust and loyalty.
  • Carret Private’s experienced team, with decades of experience from leading global financial institutions, further solidifies its position as a top-tier wealth manager. Their rigorous due diligence process, combined with a scientific approach to asset allocation, ensures that clients receive tailored investment solutions that align with their unique financial goals.
  • Carret Private’s combination of legacy, independence, innovation, and client-centricity makes it the best independent wealth manager in Hong Kong, offering unparalleled value to HNW individuals and families.

What we said…

“Carret Private stands out as one of the best wealth managers in Hong Kong, offering a unique blend of legacy, expertise, and innovation. With a history dating back to 1924, Carret Private has built its reputation on the principles of value investing,” said Twinkle Sparta, associate editor, Asian Private Banker.

“One of Carret Private’s key strengths is its independence. Unlike many wealth managers tied to large financial institutions, Carret Private operates without conflicts of interest, ensuring that clients’ best interests are always prioritised. This independence allows them to offer unbiased investment strategies and access to a diverse range of global opportunities, including exclusive private market deals and institutional-grade funds.

“Carret Private’s merger with Endowus, an Asia-based digital wealth platform, further enhances its value proposition. This partnership brings together Carret Private’s deep expertise in high net worth (HNW) wealth management and Endowus’s digital solutions, creating a seamless, conflict-free, and cost-effective wealth management experience. Clients benefit from access to best-in-class investment strategies, institutional share-class funds, and a comprehensive digital interface that provides a holistic view of their wealth across multiple banks.

Asian Private Banker is proud to award Carret Private as Best Independent Wealth Manager – Hong Kong. Congratulations to everyone who contributed to this success.”


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