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Our Firm


Cole Asset Management Asia was born out of the passion of its founding partners to provide financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans.

Our goal is to take the accumulated wealth of experience of our team, our years of academic research and our decades of hands-on experience to help our clients nurture and protect their wealth.

As a firm based within the vibrant and thrilling financial hub of Beijing, we are strategically located to take advantage of opportunities in a timely and effective manner.

We also strive to go beyond being just being another Wealth Manager. We at Cole Asset Management Asia are your "Personal Financial Advocate", helping you make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of your overall financial roadmap. This strategy is simple, yet profound: the greater the number of prudent financial choices you make, the more quickly you will get to where you want to be.

Our Mission is to present the most sound, unbiased financial planning advice available.

The fact that we are not attached to any brokerage-promoted investment products or any of their ultimate providers ensures that each and every unique roadmap we formulate is absolutely devoid of any conflict of interest. This ultimately translates to a 100% custom-tailored solution for you.