About Hamilton Crawford

Custom financial solutions

Hamilton Crawford is an independent wealth management firm providing a global client base with personalized investment management and wealth planning services. Based in Shanghai, China, Hamilton Crawford's client base is comprised of a diverse set of private individuals and their families.

We work closely with clients to deliver services and solutions that are relative to their current requirements and future aspirations.

Wealth management in the modern era

Hamilton Crawford was established to bridge an emerging gap where client needs were identified to demand a more custom based approach to the management of wealth.

The paradigm shift of investment management away from high street banks and larger institutions is an emerging trend as private investors prefer a more custom focused approach to the management of their financial needs instead of being categorized by net-worth and risk tolerance alone.

At Hamilton Crawford we work with clients as together we determine a series of expectations that when met, ultimately determine a level of satisfaction based on success.

Our approach

As an independent provider of financial solutions, we are dedicated to meeting client expectations through the provision of impartial, prudent advice. Combining contemporary research with innovative investment expertise we are able to satisfy the wealth planning needs of each client under our care.

As value-based investors we prioritize the preservation of wealth through a series of integrated practices that focus on investment management, tax planning and risk assessment. We seek to deliver long-term investment returns on an absolute basis - irrespective of market conditions.

What sets us apart

Hamilton Crawford specializes in working closely with individuals and their families as we deliver cross-border wealth solutions to integrate tax-efficient benefits created only through offshore wealth planning.

We utilize our global experience to create personalized investment policies to accommodate individual, client-specific financial requirements.

Every member of our team of professionals is individually selected on their merits as financial experts and together are collectively competent through a number of financial disciplines ranging from investment management, tax planning, trust management and estate preparation.

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