About Metis

COMPANY INTRODUCTION

Metis Global Limited (“Metis”) was founded in Hong Kong and is a registered trust company regulated under the Hong Kong Trustee Ordinance. Metis is also a licensee under the Trust Company Service Provider License which is a new licensing regime that came in force in 2018 (Licensee No. TC000561). The management team of Metis has over 20 years of financial-related experience and our regional business development teams have extensive local knowledges that understand our clients’ needs.

Here at Metis, we pride ourselves in upholding the highest standards of legal compliance and integrity and it is our mission to provide the most comprehensive trust services to Asia.

As a major international financial centre, Hong Kong has unique and excellent geographic advantages. With a multilingual culture, together with the British inherited comprehensive financial legislation, Hong Kong is ranked first in Asia by the Global Financial Centres Index (Source from The Global Financial Centres Index as of March 2017) and received the credit rating of AA+ by Standard & Poor’s. (Source from Standard & Poor’s as of September 2017)

Hong Kong’s transparent and robust regulatory regime for the financial industry has caught the attention of world-renowned financial institutions into making Hong Kong their regional quarters, which brings a wide range of financial products and services with a high degree of liquidity to local and international investors. 

WHY METIS

In Greek mythology, Metis was the daughter of Gods Oceanus and Tethys and she was the first spouse of the King of Gods – Zeus. Metis represents wisdom and prudence and the Athenians view her as an notable goddess as she helped Zeus gained ultimate victory in the battle between Zeus and Cronus (Zeus’ father).

As our name implies, Metis aims to use our wisdom of the industry and skills we gained over the years to build hybrid financial plans that are simple, globalized, innovative, and effective so as to provide a satisfactory solution for our worldwide clients.

The Chinese name of Metis is 「安智 (An Zhi)」 which we aspire to convey its same meaning in English - to be your Reliable and Wise Choice of partner.

Vision | Philosophy

VISION

To become a long-term trustworthy partner by continuing to develop diversified trust plans that meet the needs of our partners and clients.

PHILOSOPHY

The foundation of our philosophy is to provide financial solutions that are straightforward and manageable. With an experienced management team, we strive to develop innovative trust plans and provide efficient and effective services to meet our international client’s needs. We have established robust internal risk controls in accordance with the highest industry standards to safeguard client’s assets. We assist our clients into achieving capital growth, asset protection, and asset transfer.

At Metis, we pride ourselves on our integrity and client centered approach and aim to build long-term client relationships based on mutual trust and respect.

MULTI-STRATEGIES

Multi financial solutions for clients

ETHICS

Ethical management team

TECHNOLOGY

State-of-the-art IT platform providing client support

INNOVATION

Innovative financial plans

SIMPLE & SAFE MECHANISM

Simple and comprehensive protection structure of clients’ assets

Metis Advantage

A TEAM OF PROFESSIONAL EXPERTISE

The core management team is comprised of experienced financial and legal experts who have worked for fund houses, investment managers, retail banks, private banks, and the insurance industry.

PLAN INNOVATION

We focus on providing clients with simple and all-round trust solutions that meet the needs of all regions.

STRICT INTERNAL RISK CONTROL

Policies of independent controls and internal risk management are in place to provide multiple layers of compliance control and protection. 

TRUSTWORTHY PARTNERS

Metis partners with internationally renowned financial institutions that have outstanding track records and comprehensive asset strategies. As clients’ assets are handed over to the custodian bank for safekeeping, therefore choosing a top credit rating bank is vital in achieving maximum protection.

WIDE RANGE OF ASSET OPPORTUNITIES AND FLEXIBILITY

Clients have access to a comprehensive selection of assets depending on their preferences and risk tolerance level, which includes equities, bonds and alternative investments worldwide. Financial experts are also available for appointment with full discretionary power to manage the portfolios which enable clients to enjoy hassle free financial services

SOPHISTICATED CLIENT ONLINE SYSTEM

Plan details or account value are available on the online system on a 24/7 basis. Personal information and asset allocation can also be changed.

APPOINTMENT OF BENEFICIARIES / ASSIGNMENT

Beneficiaries can be appointed by completing the Letter of Wishes when the application was first submitted. If for any reason the Plan Owner wishes to assign the Plan to a 3rd party, the Plan Owner is only required to submit a simple form together with the information of the 3rd party and the assignment will be completed. 

BESPOKE INVESTMENT SERVICES

Our investment advisory team provides tailor-made investment service for high-net-worth individuals and corporate clients.

Safety of Client Assets

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