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Wealth Management
Adhering to the belief of "Transforming Your Goals Into Reality," Victory developed a series of personal investment products and financial solutions based on customers′ needs.
Global Wealth Management
People-oriented strategy

We can help formulate a wealth management framework tailored to meet your needs, requirements, and risk profile, ensuring that your financial goals is aligned to your families’ future milestones. For decades, our knowledgeable team of experts has designed portfolios combined with regular reviews so that the investment activities reflect your needs. Our global presence in the world’s biggest financial markets also means you can rest assured your hard-earned wealth can diversify and grow.

At Victory, we created a long-term relationship with our clients based on mutual loyalty. Whether you’re an entrepreneur, looking to manage your family’s wealth, or an high net worth individual, seeking to make a difference, we can bring you expert advice to give your wealth the best solution to exceed your expectations.

A FIRM YOU CAN TRUST
Reliable
For over 50 years, Victory has provided planning and asset allocation solutions to multi-generational clients. With our vast network of experts delivering the best-in-class investment insights on the markets and wealth management advisory, we want to prepare you with the tools and guidance necessary to achieve your goals along your wealth journey.
Expertise of the financial markets
Our professional team can define a growth strategy aligned to your financial objectives and risk appetite. Tailored to suit you, we offer the investment expertise and careful execution that have kept the fortunes growing for decades.
Wealth Appreciation
Wealth Preservation
Inheritance of wealth
Professional team
Asset Management
Insurance Preservation
Trust Service
Legacy Planning
Tax planning
Case Study
Professional team
In the wealth inheritance service, you will be served by an exclusive representative and professional teams from Victory, including the investment team, trust team, legal advisor, tax advisor, and insurance team, to provide the professional services you need for your wealth management plan. In the wealth inheritance services, Victory will develop the wealth management planning based on your concerns and preferences, such as a specific fund to support your descendants start-up their business in the future and regular distribution of funds to prevent profligacy and avoid inheritance disputes. It is a tailored program for you to prepare enough savings for retirement and support your children′s study plan and career development in the future.
Asset Management
The Asset Management team in Victory has accumulated over 20 years of experience in the capital market. They all are professionals who love to study and research, treating investment as their lifelong career. With the knowledge and passion, the performance excellence reflects their professionalism to continuously deliver outstanding performance and win customers′ trust, resulting in the rapid growth in Asset Under Management (AUM) every year.
Insurance Preservation
Achievement or success in life should not be limited by time, but a need for long-term goals and plans that can guide you to move on to a bright future, to preserve your wealth and inheritance for your loved ones.
Through Premium Financing, you can enjoy low premiums, but high protection; our wealth management plan will provide lifetime protection of US$2 million, diversify investment risks and ensure inheritance needs.
In addition, a set of basic medical and illness protection will be provided for each family member to minimize the uncertainty of medical expenses.
Trust Service
Many entrepreneurs and families using trusts to preserve and manage their wealth for the benefit of their heirs for centuries. Family trusts have become a valuable tool for high-net-worth individuals to achieve safe inheritance and efficient family wealth management.
A trust is an arrangement whereby assets are transferred from one person (the ′settlor′) to another person (the ′trustee′) to hold the property for the benefit of a specified list or class of persons (the ′beneficiaries′). The practical advantages of a trust are gained from the distinction drawn between the formal or legal owner of the asset, the trustee, and those who have the use or benefit of the asset, the beneficiaries. Unlike corporate vehicles, the lack of rigid formal requirements for the creation and operation of trusts, and the tremendous flexibility of trust instruments, make them uniquely useful for estate and succession planning.
Legacy Planning
In response to your inheritance needs, our professional team will customize and manage legacy plans for you through trusts or other wealth management planning so that you can facilitate your legacy planning in every detail that you can continue nurturing your family even beyond your lifetime.

In your legacy planning, you will be served by an exclusive representative and professional teams from Victory, including the investment team, trust team, legal counsel, tax consultant, and insurance team. Moreover, to pass your wealth in the best, most tax-efficient way, our experienced inheritance tax advisors will help you make intelligent decisions, so your money goes to your beneficiaries and less to the tax authorities. In addition, our legacy plan will separate your assets to be distributed from your retirement savings would yield better benefits that help you effectively manage your retirement savings independently without having to worry about spending the assets meant to be passed on and using premium financing to make you enjoy low premiums but high protection.
Tax planning
Inheritance tax can cost your loved one′s hundreds of thousands when you pass away, yet it′s possible to legally avoid it – or even pay none at all with the right plan in place.
The experts of Victory Securities will assist you in formulating legacy plans through strategic evaluation, hoping to make wise decisions, so your money goes to your beneficiaries and less to the tax authorities.
Case Study

盈家睿富

Senior management executive, a family with children

Family-owned assets: real estate, stock, funds, cash

  • Current Status
    • Start planning retirement and heritage preservation
    • Sufficiency of assets for retirement and children′s development
  • Concern
    • Insufficient/limited insurance coverage for family members
    • Lack of tax planning and unclear risk of the assets held in the future
  • Objectives
    • Stable and long-term wealth creation and distribution of resources on each milestone of every family member.
  • Suggesstions
    • Wealth management through 盈家睿富

盈家承譽

Ultra-high net worth family

Family-owned assets: family business, real estate, stock, funds, cash, and various type of assets

  • Current Status
    • Starting to think of wealth preservation, accumulation and distribution
    • Heritage and legacy planning for generations
  • Concern
    • Wish to pass on the heritage not only to the next generations
    • Tax issues and multinational legal risk associated with the distribution of the family assets
    • Distribution of wealth shall be efficient and executed properly
  • Objectives
    • Secure legacy plan and risk management
    • Reasonable allocation of assets to achieve wealth preservation and appreciation
    • Special funds to motivate future generations, set up to prevent squandering and reduce inheritance disputes
  • Suggestions
    • Wealth management through 盈家承譽