Established in 2009 in Hong Kong, Moretti & Associates was founded by Mr. Antonio Moretti with a desire to gain a foothold in the Asian market. Beginning as a local investment firm offering individuals analysis of market trends and potential opportunities, Moretti & Associates developed innovative and robust wealth-creation strategies, laying the foundation for future success.
After the retirement of our Founder Mr. Antonio Moretti in 2012, the company has continued to strive to be at the forefront of all that we do. Since Mr. Morettis’ retirement, Chief Executive Officer, Mr. Alistair Healy and Executive Vice President, Mr. Stanley Yeung have applied their considerable experience to our already dedicated team to ensure the legacy left behind by Mr. Moretti lives strong to this very day.
Although initially only able to employ a handful of employees which restricted their ability to service many clients, this allowed Moretti & Associates’ founders to cultivate client-centred financial investment plans meticulously specified to their requirements, whilst also delivering a collaborative relationship built on trust and transparency. As the firm went from strength to strength, eventually winning national recognition for identifying prospective market opportunities and, importantly, developing a personalised relationship with clients, demand for Moretti & Associates’ services increased.
Successfully expanding the company’s presence internationally, whilst maintaining Moretti & Associates’ fundamental quality of developing assured client-centred relationships with investors, has been essential in establishing ourselves as an eminent institution.
In recent years, Moretti & Associates has established a strong presence in Southeast Asia, recognising the potential for markets to become investment hubs. Headquartered in Hong Kong, Moretti & Associates have expanded in the region with offices in Taiwan, China and Japan, and we have identified key untapped markets allowing us to provide our clients with new and exciting opportunities for significant growth.
With global high-profile clients, our reputation preceding us, we have been able to identify and exploit market trends, using sophisticated strategies and the latest research and analysis methods to recognise key areas for investment, as well as maintaining our founding fathers’ quality of developing a trusting, transparent and personal service with our valued clients.
Moretti & Associates has always taken great pride in providing every client with a professional and personal service in areas such as wealth management and diversification, financial consulting and portfolio building. With dedicated personal advisors highly experienced in market investments, whatever your ambitions, allow us to help you realise your financial potential.