As a wealth advisory and solutions firm, we serve to ensure the growth and preservation of the wealth
of our clients. We believe that these objectives could be met much more effectively not by offering
standard products and services but by providing comprehensive wealth planning solutions that take
into account each client’s personal circumstances. Our services are highly individualized.
At Blue Concept Asia, we always begin by knowing you and understanding your personal profile. We consider your life stage, career, passions, interests, and family–all vital information that will lay the basis for determining the general financial plan for you. Then we will try to learn and understand your wealth goals, around which will revolve the subsequent wealth management strategies that we will formulate for you.
Then we will try to learn and understand your goals, around which will revolve the subsequent wealth solutions and strategies that we will formulate for you.
We serve with transparency and accountability, and accountability and will provide you with timely
assessment of the solutions we recommend.
Whatever among our range of services you engage us -- Corporate and Family Governance, Fiduciary Management Services, Estate and Succession Planning, Business Strategies, Relocation Planning, Risk Management, Protector, and Guardianship, and Trustee and Nominee Services – you can be assured of our highly customized brand of service.
Blue represents the Blue Oceans Strategy, a revolutionary business strategy that advocates creating
new market opportunities by being creative and innovative, instead of meeting head-on the stiff
competition of the open, free market. Blue, likewise, represents trust and loyalty.
Concept represents our ideas and solutions to the financial challenges of our clients. Asia represents not only our current geographical location, but also oriental cultural pride, our founder having adopted the Far East as his new home. Our founder was born and raised in Liechtenstein but bears roots from the Balkans. With his elements from the East (Eastern European, Serbian heritage) and West (Western European birthplace) he symbolizes a blending of Eastern and Western culture.
Asia represents not only our current geographical location, but also oriental cultural pride, our founder having adopted the Far East as his new home. Our founder was born and raised in Liechtenstein but bears roots from the Balkans. With his elements from the East and West he symbolizes a blending of Eastern and Western culture.
Collectively, thus, Blue Concept Asia stands for our innovative approach and creative solutions to the financial challenges of our clients, for the values of trust and fidelity that we hold ourselves by, and for the melting point of Eastern and Western influences in Hong Kong and Asia that metaphorically represents the cultural multiplicity of our founder.
Beyond these symbolisms are our passionate drive to deliver tangible and quantifiable results for our clients. When it comes to wealth planning advisory services, Blue Concept Asia is a name you can trust.
“Dani,” as he is fondly called, was born, raised, and primarily educated in Liechtenstein. Further, he completed post-graduate studies in Fiduciary Management from the University of Liechtenstein in 2010, earned his Global MBA at the University of Manchester in 2018, and completed certified-studies in FinTech at the Harvard University in 2021.
Dani, a citizen of Liechtenstein and Hong Kong Permanent Resident, is a native German and Serbo-Croatian-speaker, is fluent in English, and possesses basic skills in French.
Dani believes in giving back to his adopted community, and he and Blue Concept Asia support the development of Hong Kong’s youth through sports. He is a founding member of the Next Gen Sports Association, an organization that promotes character development and a healthy lifestyle among Hong Kong’s young generation.
After a thriving career in the wealth management and planning industry as a Foundation and Trust expert with a professional footprint spanning Liechtenstein and since 2014 Hong Kong, Dani took the next step in his career and formally entered the entrepreneurial world at the dawn of 2020, establishing his own consulting firm for wealth solutions, namely Blue Concept Asia Limited.
Joshua joined Blue Concept Asia in March 2021 as Business Operations Manager.
He was born and raised in Switzerland for the first part of his childhood; and completed high school, business college, and university in Hong Kong. He obtained his bachelor’s degree in Business Management from University College Dublin in 2019 and is a native German-speaker, is fluent in English, with a limited working proficiency in French.
Before joining Blue Concept Asia, he has been working as Brand and Operations Manager in various industries. Such versatility and experience, along with Joshua’s knowledge and interest in current trends and developments in social media, digital marketing, and internet culture has become a value-added asset to Blue Concept Asia; a furnace of Eastern and Western culture, where Joshua fits in perfectly.
Joshua has also been a big part of the Swiss community in Hong Kong and is organising the Swiss Dragons, the Swiss dragon boat team, as well as volunteering his technical know-how as web coordinator for the Swiss Association of Hong Kong.
Anna has joined Blue Concept Asia as Business Development and Relationship Manager in November 2021.
Born and raised in Russia, she enjoyed education in Russia and completed her major studies in Translation and Interpretation in Kazakhstan. Further, Anna completed studies in Business Russian Language in Russia, as well as Chinese Language and Culture in China, where she worked in hospitality management before moving to Hong Kong. Anna is a native Russian speaker, is fluent in English and Mandarin, and possesses basic skills in French.
With her client-oriented, result-driven, dedicated professionalism, with a decade of international experience in hospitality management and guest services, combined with deep expertise of operations, ability to communicate, and experience in directing cross-functional teams towards success in achieving client’s satisfaction, she is an added value to Blue Concept Asia.
Susanne joined BLUE CONCEPT ASIA as Office Administrator in February 2022. Susanne was born, raised, and educated in Switzerland. After completing her apprenticeship as post office clerk, she joined the “Zurich Cantonal Bank” as privatization account manager. At 20 years old, Susanne joined the City Police of Zurich, where she graduated from the Zurich Police Academy. After 8 years as a patrolwoman, she changed to an office role in management support. During her time in the police corps, she completed several internal trainings to advance her career.
In 2016, due to her husband’s new job opportunity, Susanne and her family moved to Hong Kong. Susanne immediately got involved in the local communities, acting as a Parent Class Representative at her daughter’s school and by volunteering for the Swiss Association of Hong Kong first as Events Coordinator and later as Secretary. Susanne is also an active member of the Swiss Dragons.
With her experience in administration, great understanding of internal processes, and her polite and professional social skills, Susanne is a valuable member to BLUE CONCEPT ASIA.
Blue Concept Asia and its associated partners worldwide form a network of wealth management advisors who extend each one’s reach to every partners’ national sphere.
We complement each other by performing services anyone’s client may need in another partner’s jurisdiction. We work for our mutual benefit, which is a testament to the goodwill among the practitioners of our esteemed profession.
Blue Concept Asia invites you to join its professional force and offers career choices that will
challenge you to unleash your true potential.
We look forward to our achievements and successes together.
You will be part of our organization that shapes the lives and future of distinguished
individuals and multi-national companies. Your functions will require diligence, initiative,
keen judgment, high standards of excellence, creativity and imagination.
At Blue Concept Asia you will soon understand the values that define us to our clients and communities. We stand for professional responsibility, honesty, transparency, stewardship to our clients and unfailing vigilance to their interest, all of which have earned us their trust and confidence. These values will inspire you in your daily personal and professional life. We believe our partnership will be mutually beneficial, and as you will help us realize our corporate objectives, we will provide you the opportunities to fulfil your professional aspirations.
We believe our partnership will be mutually beneficial, and as you will help us realize our corporate objectives, we will provide you the opportunities to fulfil your professional aspirations.