Why us?
The most comprehensive and
excellent financial services platform
Dingyi holds a registered insurance brokerage license from the Hong Kong Insurance Authority and a registered principal intermediary license from the Hong Kong Mandatory Provident Fund Schemes Authority, enabling it to effectively manage clients' wealth and retirement needs at different stages of life.
We provide comprehensive support for our clients' long-term business development, offering a full range of corporate consulting services, from M&A strategy and advice, financing to business sales, capitalization, and IPOs.
All members have 10 to 20 years of experience in the asset management and insurance industries, and possess extensive experience in wealth management and investment advice.
Through close partnerships, we screen and match global investment opportunities for our clients, including private equity, pre-IPO placements, hedge funds, and venture capital projects, to seize the best market opportunities and seek the best investment returns.
We are the largest and oldest family-owned office in Greater China.
Wealth protection and insurance planning
Asset Management
Capital services
Our Team
Long history
The most comprehensive and best financial services platform
About Us
First Pot Group was established in 2024. Our name embodies our ambition to reach the pinnacle of the industry and our aspiration to be the sole choice for our clients' financial service needs. We expect our group’s elites to uphold the principle of absolute integrity, providing the finest financial services with wholehearted dedication.
In the face of rapid growth in high-net-worth populations and wealth globally and in Mainland China, increasingly specialized financial services have become the industry benchmark. Over the past decade, the "Family Office" concept has reached maturity. As an international financial, asset management, and innovation hub, Hong Kong serves as a global offshore RMB center. Boasting a robust legal system, a simple tax regime, and close geographical and cultural ties to Mainland China—further bolstered by government policy support such as the Wealth Management Connect and various talent attraction schemes—Hong Kong’s advantages make it the ideal location for establishing a family office.
First Pot Group envisions constructing a comprehensive ecosystem. We bring together our core team’s over 20 years of successful wealth management experience for individual and corporate clients, alongside expertise gained from handling cases at Big Four and international accounting firms. We provide high-quality services including auditing for listed companies, compliance, and large-scale mergers and acquisitions (M&A).
Our professional corporate advisory services for Mainland and international enterprises include:
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Company Incorporation (including Offshore entities)
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Pre-listing Advisory Services (Hong Kong and U.S. markets)
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M&A Due Diligence
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Auditing, Accounting, and Tax Filing
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Company Secretarial and Compliance Services
With Hong Kong as our starting point, we uphold the principles of integrity, standardization, and efficiency. By providing a premier suite of financial services that integrates global regional advantages, we define the philosophy of First Pot Multi-Family Office.
