# Victory Wealth Management

Victory Wealth Management is a Bank / Wealth / Trust based in Reedley, Hong Kong.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reedley, Hong Kong
- **Region:** Asia
- **Address:** Hong Kong, Hong Kong
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** https://victorywealthmanagement.com/
- **LinkedIn:** https://www.linkedin.com/company/victory-wealth-management

## Regulatory record

- **CRD number:** 152221
- **SEC file number:** 801-70816
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152221

## About

Victory Wealth Management brings family office-level financial planning to corporate executives, corporate employees, and high net worth families. The firm specializes in tax planning, estate coordination, executive compensation, and investment management for people whose financial lives have outgrown a standard plan. It oversees full financial strategy and partners with attorneys, tax professionals, and other experts.

## People

- Dan Basinger — CFP®, BFA™, APMA® — President and Financial Advisor

## Questions

### Is Victory Wealth Management regulated, and under which jurisdiction?

Victory Wealth Management operates under the regulatory oversight of Hong Kong's Securities and Futures Commission (SFC). The SFC license permits the firm to conduct asset management and advisory activities for professional and private clients. This provides a statutory framework for client asset protection and conduct standards within Hong Kong.

### What client segments does Victory Wealth Management serve?

The firm primarily serves high-net-worth private clients, with a focus on individuals and families seeking cross-border wealth management solutions between Mainland China and Hong Kong. The firm's boutique structure allows it to concentrate on a limited number of client relationships rather than mass-affluent or retail scale.

### What investment products and asset classes does the firm typically deploy?

Victory Wealth Management constructs portfolios across traditional liquid asset classes, predominantly listed equities and fixed income instruments. The firm utilizes both direct securities and third-party fund products to build discretionary mandates. Geographic allocation concentrates on Asian markets, particularly Greater China.

### How does Victory Wealth Management structure its relationship with clients?

The firm operates a discretionary portfolio management model, where investment decisions are made on behalf of clients within agreed mandate parameters. This differs from an advisory-only or execution-only model. Clients delegate ongoing investment oversight to the firm, which manages positions across market cycles.

### Does the firm offer advice on non-financial assets or succession planning?

While the firm's core license covers financial asset management and investment advisory, boutique wealth managers in Hong Kong frequently coordinate with external professional service providers for estate planning, tax advisory, and trust structuring. The firm's direct regulatory permissions center on securities advisory and asset management.

## Related profiles

- [Victory Fiduciary Consulting](https://altss.com/profile/victory-fiduciary-consulting)
- [Victrix Investment Advisors](https://altss.com/profile/victrix-investment-advisors)

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Last updated: 2026-08-11T15:08:32.892Z

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