Our Mission
To provide safe, secure wealth management that lasts for generations
Our Clients
Musa Wealth Ltd works with clients all over the globe including: Single and Multi Family Offices, SME's, LE's, Educational Endowments, and High Net Worth individuals seeking the benefits of a Hong Kong trust.
Our Promise
We are committed to accountability and strict Principles of Conduct. We have a zero tolerance policy and always seek to uphold ourselves to our principles and the highest ethical standards.
Our Principles of Ethical Business Conduct is of utmost importance to us and is required of all stakeholders and employees of Musa Wealth Limited even when we are not in the workplace or conducting business.
Our zero tolerance policy means that any violation of these Principles of Conduct will result in disciplinary action that may include termination (regardless of position.)
Employees are expected to co-operate with any investigations into suspected violations.
Employees must report all actions that an employee reasonably believes to violate the company’s Principles of Business Conduct, as well as any infringement of the law or regulation, or any behaviour that constitutes fraud or unethical practices.
Our 10 Principles of Ethical Business Conduct
Compliance with the Law & Principles of Conduct
To respect all applicable laws and regulations in all areas of business undertaking.
Not to place results at the expense of the law, our “Code of Conduct” or compliance with our “Employee Handbook”.
If you are unsure whether any transaction will result in a breach of relevant laws or regulations, you may discuss this with your manager, compliance officer or the legal department, who will be there to guide you.
Trust and Credibility
The success of our business is built on the trust and confidence we earn from our clients.Therefore, we must be fair and just to our clients.
This means providing beneficial advice in the interests of our client, making sure we avoid any conflict of interest, and being upfront about our fees and terms and conditions for the provision of services.
Responsibility and Mutual Support to our Team members
To work together as a team to deliver quality services to our clients. We must be able to rely on each other in the undertaking of our responsibilities.
Responsiblity to our clients
To carry out our work with diligence and care. As professionals, our clients expect a high quality of service to be provided to them.
Conflict of Interest
To ensure that we act in the best interests of our clients and avoid any situation which can give rise to conflicts of interest.
For example, any advice you give to a client must be objective and should not be influenced by anything other than providing the best advice in the best interests of our client.
Any gifts received should be recorded in the gifts register. If the gift cannot be shared among colleagues, it will be auctioned to raise funds for charity.
As long as something gives rise to a conflict of interest whether to a client or to the company, you must not do it.
If you are unsure as to whether a situation will give rise to a conflict of interest, you can discuss it with your manager, compliance officer or an ethics committee member.
Confidentiality
Our clients trust us to maintain confidentiality in our dealings with them, even after they are no longer clients. We must protect all personal information received in the course of providing such services in accordance with the relevant laws.
Diversity & Respect in the Workplace
We have created a global corporate culture with employees of diverse nationalities, race and ethnicities that reflect the diversity of the communities in which we do business.
We commit to respect the customs and cultures of those communities. Racial, religious, sexual discrimination or abuse in any form are not tolerated. Violence, threatening or abusive behaviour are also not tolerated under any circumstances.
Open and Honest Communication
To foster an environment where everyone feels comfortable asking or raising genuine questions on all matters without fear of abuse, reprisal or retaliation.
To trust that the Company will handle all questions and concerns properly, fairly and in a manner that is consistent all other applicable rules.
Property of the company
Company property (e.g. computer facilities, office equipment) should be used for the purpose of conducting the company’s business. Please seek permission should you need to use company property for personal matters.
Continuous Learning
Education is a lifelong journey and we are committed to helping all employees in this respect.
To continue to schedule training sessions for all employees, including officers and directors, and to familiarise them with the Principles of Ethical Business Conduct
COntact
Establish a Hong Kong trust and give your beneficiaries access to perpetual wealth across asset classes
Our Team
Jerome
Mr. Jerome Leung received his first degree from the Hong Kong Polytechnic University and a Master Degree in Finance from the University of New South Wales in Australia.
Before joining Musa Wealth, he has over 10 years of experience in accounting, auditing and taxation in various companies and financial institutions in Hong Kong & China.
Jerome is a member of the Association of Chartered Certified Accountants (“ACCA”) and also be awarded as the Top Affiliate (HK) of ACCA in December 2014.
David
David had served as Chief Internal Auditor and Finance Director at various international PLCs, and started working since he was 15 at his family business. His over 17 years of experience, from a small start-up to a SME in Canada, allowed him to see a large majority of “growing pains and problems” while devising customised solutions. To gain exposure to operational solutions and perspective he joined listed and/or large businesses including Scott Paper, BMO Bank of Montreal, McDonald’s restaurant, Energy Metals Corporation, Grolliers’, Siam knitwear & Garment Co. Ltd., YF LIF e, and City Credit Investment Bank Limited.
David holds a Bachelor’s degree from the Simon Fraser University, an MBA from MGSM , Macquarie University, a Certificate in Risk Management (International) from the Governance Institute of Australia, and an Executive Diploma in Internal Audit from HKU Space. He also holds a License for MPF from the Mandatory Provident Fund Schemes Authority (HK), License in Principles and Practice of Insurance from the Insurance Authority (HK), and License in Long Term Insurance from the Insurance Authority (HK). He is a CPA CMA of CPA Canada and a CPA of CPA Australia
Vivian
Currently the CFO of Marathon Capital Asia Limited group of companies, 2017 to present. Formerly the CFO of Legacy Trust Company Ltd. and Head of Finance for Hong Kong based Orangefield Management (Hong Kong) Limited and Manager Financial Control for ICS Trust (Asia) Limited.
She is a qualified CPA and a graduate in Economics from the University of Toronto: her background includes experience in corporate structuring, offshore and China incorporations, international trade and private trust client services.
Important Information
1. The information published on this website is for the public’s reference only and subject to change without notice
2. Neither Musa Wealth Limited nor any third parties provide any expressed or implied warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability in contract, tort or otherwise for any such inaccuracies or errors to the fullest extent permitted by law.
3. Musa Wealth Limited is not liable from any loss or damage attributed from any information we post via any of our channels, including this portal.
4. The public is advised to perform sufficient due diligence when dealing with any service provider from our industry. Your use of any information on this website is entirely at your own risk., for which Musa Wealth shall not be liable.
5. Musa Wealth Limited further assumes no responsibility or liability for, and makes no warranties that, functions contained on this website or the servers that make it available will be free of viruses or other harmful components.
6. Musa Wealth Limited is not responsible for the contents of any "off-site" webpages or any other websites linked or linking to this website.