• 总部设于香港，并于香港、台北暨上海设有业务服务公司，提供大中华地区及亚洲华人资产管理服务与财富管理教育训练业务，以销售量计目前为香港前五大之独立理财顾问服务提供者。
  Headquartered in Hong Kong, GIA Financial Group, provides the people in the Greater China region with finance, investment and wealth management advisory services through its subsidiaries and strategic partners. We are now one of the largest 5 financial advisory group in Hong Kong in terms of business volume.
• 集团旗下可分为三种型态的业务，并由五家公司来提供与支持相关服务：
  The group is divided into the following 3 functional bodies with 5 subsidiaries to support business development:

• 【寰宇香港 GIA Financial Platform Services】
  以专业之个人理财规划及投资顾问两类型服务方式，提供内陆、香港及台湾的境内与境外金融咨询顾问；并以『前店后厂』的商业模式提供境内外金融商品服务平台，结合金融服务机构及独立财务顾问之业务能力，共同发展资产管理与财富管理顾问事业。
  We provide professional personal financial planning and investment consultation in the Greater China region on both onshore and offshore basis. Adopting the vertical integration business model, GIA financial platform combines the product know-how of our business affiliates with the professional financial consulting services of our independent financial advisors (IFAs), to develop and distribute offshore financial products.
  

• 【寰益财经 GSA Financial Training and Investment Research】
  为大中华区内财富管理教育暨经济投资研究提供者。
  We provide educational financial training and economic analysis in Greater China region.
  

• 【GIA 资产管理 Product Provider Services】
  發展GIA資產管理服務並提供組合式基金等基金產品為主。
  We develop and manage GIA products and investment portfolio.

【寰宇香港 GIA Financial Platform Services】

• 寰宇投资顾问有限公司 Global Investment Advisors Ltd. (Hong Kong)
• 2000年成立，为「香港证券及期货事务监察委员会(HK SFC)」许可经营之持牌法团（中央编号：AGN867），并为「香港保险顾问联会(HK CIB)」会员（会员编号：330），及「香港财务策划师学会」会员﹝会员编号:C000088﹞，与国际级金融机构合作开发及代理各项金融投资保险等商品，并提供全球资产分布等投资研究与顾问咨询服务。
  Founded in 2000, GIA is a licensed corporation with 「The Securities and Futures Commission of Hong Kong (HK SFC)」（CE No.：AGN867, a member of 「The Hong Kong Confederation of Insurance Brokers(HK CIB)」（Membership No.：330）and 「Institute of Financial Planners of Hong Kong」(Corporate Membership No.: C000088). As a financial boutique, GIA works closely with renowned financial institutions worldwide in developing and tendering a wide range of investment and insurance products and related consulting services to investors within the Greater China region. GIA also focuses on research of asset allocation for global markets. ]
• 寰宇财富管理服务有限公司 Global Wealth Services Ltd. (Hong Kong)
• 2002年成立，为「香港保险顾问联会」会员（会员编号：384），以发展金融及保险商品之平台服务与相关顾问业务，提供产品与客户管理服务系统予大中华地区之独立财务顾问(IFA)、保险经纪暨证券金融机构等公司，协助经营其客户关系与服务。
  Established in 2002, GWS is a member of 「The Hong Kong Confederation of Insurance Brokers (HK CIB) 」(Membership No.:384). As a financial and insurance products and services platform, GWS brings independent financial advisors (IFAs), insurance brokers and financial institutions into alignment to serve their clients’ needs and maintain a satisfactory relationship with their clients.

【寰益财经 GSA Financial Training and Investment Research】

• 寰益投资咨询(上海)有限公司 Global Securities Advisors (Shanghai) Limited
• 寰益投资咨询公司于2007年3月份于上海设立，为集团括展至中国内地的首个滩头堡，并于2008年取得保险兼业代理资格。主要业务目标，乃结合两岸三地的财富管理经验，与其它内地教育机构与策略伙伴合作，共同提供个人财富管理顾问咨询服务与金融保险业务人才培训，期为业界培养出专业人才以满足不同客户对于理财规划的全方位需求。
  Established in 2007, GSA Shanghai is the first company to develop business in Mainland China within GIA Financial Group. Apart from developing financial services business, we will also develop portfolio management and financial training services in Mainland China. GSA Shanghai is aiming at developing a comprehensive financial services platform and educational training services so as to assist our business partners and financial expertise to provide all rounded financial services to target clients in Greater China region.

【GIA 资产管理 Product Provider Services】

• GIA Global Funds Limited
• 2004年成立，为BVI 证监会核准之基金管理公司，以发展基金中之基金产品与利基产品为主，并提供国际性基金产品开发与管理的咨询服务。
  Established in 2004 and registered as a fund manager under Financial Services Commission at British Virgin Islands, GIA Global Funds aims at developing fund of fund products and asset management. We also provide international product development and consultation services.

• 华益资产顾问公司 Prosperity Asset Management (HK)