As a wealth advisory and solutions firm, we serve to ensure the growth and preservation of the wealth
of our clients. We believe that these objectives could be met much more effectively not by offering
standard products and services but by providing comprehensive wealth planning solutions that take
into account each client’s personal circumstances. Our services are highly individualized.
At Blue Concept Asia, we always begin by knowing you and understanding your personal profile. We consider your life stage, career, passions, interests, and family–all vital information that will lay the basis for determining the general financial plan for you. Then we will try to learn and understand your wealth goals, around which will revolve the subsequent wealth management strategies that we will formulate for you.
Then we will try to learn and understand your goals, around which will revolve the subsequent wealth solutions and strategies that we will formulate for you.
We serve with transparency and accountability, and accountability and will provide you with timely
assessment of the solutions we recommend.
Whatever among our range of services you engage us -- Corporate and Family Governance, Fiduciary Management Services, Estate and Succession Planning, Business Strategies, Relocation Planning, Risk Management, Protector, and Guardianship, and Trustee and Nominee Services – you can be assured of our highly customized brand of service.
Blue represents the Blue Oceans Strategy, a revolutionary business strategy that advocates creating
new market opportunities by being creative and innovative, instead of meeting head-on the stiff
competition of the open, free market. Blue, likewise, represents trust and loyalty.
Concept represents our ideas and solutions to the financial challenges of our clients. Asia represents not only our current geographical location, but also oriental cultural pride, our founder having adopted the Far East as his new home. Our founder was born and raised in Liechtenstein but bears roots from the Balkans. With his elements from the East (Eastern European, Serbian heritage) and West (Western European birthplace) he symbolizes a blending of Eastern and Western culture.
Asia represents not only our current geographical location, but also oriental cultural pride, our founder having adopted the Far East as his new home. Our founder was born and raised in Liechtenstein but bears roots from the Balkans. With his elements from the East and West he symbolizes a blending of Eastern and Western culture.
Collectively, thus, Blue Concept Asia stands for our innovative approach and creative solutions to the financial challenges of our clients, for the values of trust and fidelity that we hold ourselves by, and for the melting point of Eastern and Western influences in Hong Kong and Asia that metaphorically represents the cultural multiplicity of our founder.
Beyond these symbolisms are our passionate drive to deliver tangible and quantifiable results for our clients. When it comes to wealth planning advisory services, Blue Concept Asia is a name you can trust.
Daniel feels that he is made for his profession, born as he was in Liechtenstein, a wealthy nation that
has one of the highest gross domestic products per person in the world, and where the importance of
wealth management has always been appreciated. On the way to building his career, he completed post
graduate studies in Fiduciary Management at the University of Liechtenstein in 2010, and earned a
Master’s Degree in Business Administration from the University in Manchester, United Kingdom in 2018.
Daniel believes in giving back to his adopted community, and he and Blue Concept Asia support the development of Hong Kong’s youth through sports. He is a founding member of the Next Gen Sports Association, an organization that promotes character development and healthy lifestyle among Hong Kong’s young generation. With its cornerstone values of genuine stewardship and commitment to excellence, Daniel is certain Blue Concept Asia will become a leading wealth management firm in Hong Kong.
With its cornerstone values of genuine stewardship and commitment to excellence, Daniel is certain Blue Concept Asia will become a leading wealth management firm in Hong Kong.
Joshua joined Blue Concept Asia in March 2021 as Digital Marketing Manager. Born and raised in Switzerland for the first part of his childhood, he completed his high school, business college, and university in Hong Kong. Blue Concept Asia is a furnace of Eastern and Western culture, where Joshua fits in perfectly. Joshua obtained his bachelor’s degree in Business Management from University College Dublin in 2019. Before joining Blue Concept Asia, he has been working as a Brand and Operations Manager in various industries.
Joshua has been running an e-commerce shop since 2016 as a side business. Besides, he has been managing a tourism company since 2018, which he helped adapt to the tough changes that Hong Kong has undergone for the last two years. Such versatility and experience, along with Joshua’s knowledge and interest in current trends and developments in social media, digital marketing, and internet culture have become a value-added asset to Blue Concept Asia.
Joshua has also been a big part of the Swiss community in Hong Kong and is a member of the Swiss dragon boat and football teams as well as volunteering his technical know-how as web coordinator for the Swiss Association of Hong Kong, a non-profit organisation which aims to bridge the Hong Kong culture with members of the local Swiss community and their friends.
Blue Concept Asia and its associated partners worldwide form a network of wealth management advisors who extend each one’s reach to every partners’ national sphere.
We complement each other by performing services anyone’s client may need in another partner’s jurisdiction. We work for our mutual benefit, which is a testament to the goodwill among the practitioners of our esteemed profession.
Blue Concept Asia invites you to join its professional force and offers career choices that will
challenge you to unleash your true potential.
We look forward to our achievements and successes together.
You will be part of our organization that shapes the lives and future of distinguished
individuals and multi-national companies. Your functions will require diligence, initiative,
keen judgment, high standards of excellence, creativity and imagination.
At Blue Concept Asia you will soon understand the values that define us to our clients and communities. We stand for professional responsibility, honesty, transparency, stewardship to our clients and unfailing vigilance to their interest, all of which have earned us their trust and confidence. These values will inspire you in your daily personal and professional life. We believe our partnership will be mutually beneficial, and as you will help us realize our corporate objectives, we will provide you the opportunities to fulfil your professional aspirations.
We believe our partnership will be mutually beneficial, and as you will help us realize our corporate objectives, we will provide you the opportunities to fulfil your professional aspirations.