# Certus Wealth Advisors

Certus Wealth Advisors is a Bank / Wealth / Trust based in Hong Kong, Hong Kong.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hong Kong, Hong Kong
- **Region:** Asia
- **Address:** Hong Kong, Hong Kong
- **Assets under management:** Undisclosed
- **Website:** certuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/certus-wealth-advisors-ca

## Regulatory record

- **Reports private funds:** No

## About

Certus Wealth Advisors is a wealth management firm based in Hong Kong, Hong Kong SAR - China. It focuses on serving clients in the Asia region.

## Questions

### How does Certus Wealth Advisors differ from a private bank serving the same clients?

Certus operates as an independent advisor rather than a product manufacturer, which means its investment recommendations are not driven by a balance sheet or proprietary fund distribution targets. The firm coordinates legal, tax, and investment functions under one advisory relationship, a structure that private banks often fragment across internal silos or external referrals. This independence allows the firm to select third-party managers and direct securities without a house-product bias.

### What investment stages or structures does Certus typically use?

Certus deploys across public equities, fixed income, and private market allocations, blending direct holdings with fund commitments depending on client mandate. The firm does not operate its own pooled investment vehicles, instead constructing bespoke portfolios that align with each family's liquidity requirements and multi-generational planning needs.

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Last updated: 2026-06-03T20:00:00.000Z

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