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Our Mission

To provide safe, secure wealth management that lasts for generations

Our Clients

Musa Wealth Ltd works with clients all over the globe including: Single and Multi Family Offices, SME's, LE's, Educational Endowments, and High Net Worth individuals seeking the benefits of a Hong Kong trust.

Our Promise

To provide safe, secure wealth management that lasts for generations

We are committed to accountability and strict Principles of Conduct. We have a zero tolerance policy and always seek to uphold ourselves to our principles and the highest ethical standards.

Our Principles of Ethical Business Conduct is of utmost importance to us and is required of all stakeholders and employees of Musa Wealth Limited even when we are not in the workplace or conducting business.

Our zero tolerance policy means that any violation of these Principles of Conduct will result in disciplinary action that may include termination (regardless of position.)

Employees are expected to co-operate with any investigations into suspected violations.

Employees must report all actions that an employee reasonably believes to violate the company’s Principles of Business Conduct, as well as any infringement of the law or regulation, or any behaviour that constitutes fraud or unethical practices.

Our 10 Principles of Ethical Business Conduct

Compliance with the Law & Principles of Conduct

To respect all applicable laws and regulations in all areas of business undertaking.

Not to place results at the expense of the law, our “Code of Conduct” or compliance with our “Employee Handbook”.

If you are unsure whether any transaction will result in a breach of relevant laws or regulations, you may discuss this with your manager, compliance officer or the legal department, who will be there to guide you.

Trust and Credibility

The success of our business is built on the trust and confidence we earn from our clients.Therefore, we must be fair and just to our clients.

This means providing beneficial advice in the interests of our client, making sure we avoid any conflict of interest, and being upfront about our fees and terms and conditions for the provision of services.

Responsibility and Mutual Support to our Team members

To work together as a team to deliver quality services to our clients. We must be able to rely on each other in the undertaking of our responsibilities.

Responsiblity to our clients

To carry out our work with diligence and care. As professionals, our clients expect a high quality of service to be provided to them.

Conflict of Interest

To ensure that we act in the best interests of our clients and avoid any situation which can give rise to conflicts of interest.

For example, any advice you give to a client must be objective and should not be influenced by anything other than providing the best advice in the best interests of our client.

Any gifts received should be recorded in the gifts register. If the gift cannot be shared among colleagues, it will be auctioned to raise funds for charity.

As long as something gives rise to a conflict of interest whether to a client or to the company, you must not do it.

If you are unsure as to whether a situation will give rise to a conflict of interest, you can discuss it with your manager, compliance officer or an ethics committee member.

Confidentiality

Our clients trust us to maintain confidentiality in our dealings with them, even after they are no longer clients. We must protect all personal information received in the course of providing such services in accordance with the relevant laws.

Diversity & Respect in the Workplace

We have created a global corporate culture with employees of diverse nationalities, race and ethnicities that reflect the diversity of the communities in which we do business.

We commit to respect the customs and cultures of those communities. Racial, religious, sexual discrimination or abuse in any form are not tolerated. Violence, threatening or abusive behaviour are also not tolerated under any circumstances.

Open and Honest Communication

To foster an environment where everyone feels comfortable asking or raising genuine questions on all matters without fear of abuse, reprisal or retaliation.

To trust that the Company will handle all questions and concerns properly, fairly and in a manner that is consistent all other applicable rules.

Property of the company

Company property (e.g. computer facilities, office equipment) should be used for the purpose of conducting the company’s business. Please seek permission should you need to use company property for personal matters.

Continuous Learning

Education is a lifelong journey and we are committed to helping all employees in this respect.

To continue to schedule training sessions for all employees, including officers and directors, and to familiarise them with the Principles of Ethical Business Conduct

COntact

Connect with a Trust Specialist today

Establish a Hong Kong trust and give your beneficiaries access to perpetual wealth across asset classes

Our Team

Our team of highly trained professions are here to help.

Cathal Donnellan

Director

Cathal, an expert in strategy and operations, spearheaded SnapEx in Southeast Asia, focusing on market growth. He launched Hong Kong's top digital remittance service, attracting 40,000 users and partnering with 27,000 payout points in the Philippines.

Later, as Chief Strategy Officer at GOW Exchange, Cathal worked closely with high profile clients, including Manny Pacquiao and collaborated with other top-tier digital exchange providers. Cathal also founded Ireland's first student financial newspaper during his university years.


Vivian Chan

Director / Compliance Officer

Currently the CFO of Marathon Capital Asia Limited group of companies, 2017 to present. Formerly the CFO of Legacy Trust Company Ltd. and Head of Finance for Hong Kong based Orangefield Management (Hong Kong) Limited and Manager Financial Control for ICS Trust (Asia) Limited.

She is a qualified CPA and a graduate in Economics from the University of Toronto: her background includes experience in corporate structuring, offshore and China incorporations, international trade and private trust client services.

David Nesbitt

AML Officer

David Nesbitt is a highly experienced financial professional with a strong focus on compliance and anti-money laundering (AML). He has held senior roles, including Executive Director at Legacy Trust Company Limited, overseeing operations and regulatory transitions. As a Responsible Officer for multiple Hong Kong Securities and Futures Commission licenses, he ensured adherence to rigorous regulatory standards.

During his tenure at American Express Asset Management, David successfully navigated compliance frameworks across 11 countries. His expertise in AML, asset management, and trust operations underscores his dedication to fostering transparency, mitigating risk, and driving integrity in global financial services.

Important Information

1. The information published on this website is for the public’s reference only and subject to change without notice 

2. Neither Musa Wealth Limited nor any third parties provide any expressed or implied warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability in contract, tort or otherwise for any such inaccuracies or errors to the fullest extent permitted by law.

3. Musa Wealth Limited is not liable from any loss or damage attributed from any information we post via any of our channels, including this portal. 

4. The public is advised to perform sufficient due diligence when dealing with any service provider from our industry. Your use of any information on this website is entirely at your own risk., for which Musa Wealth shall not be liable.

5. Musa Wealth Limited further assumes no responsibility or liability for, and makes no warranties that, functions contained on this website or the servers that make it available will be free of viruses or other harmful components. 

6. Musa Wealth Limited is not responsible for the contents of any "off-site" webpages or any other websites linked or linking to this website.