Blue Concept Asia

What Blue Concept Asia does

Blue Concept Asia Limited is a Hong Kong-incorporated, privately held boutique wealth solutions and management consulting firm founded in 2015. The firm is licensed by the Hong Kong Companies Registry as a Trust and Company Service Provider (TCSP licence TC007078, granted 2020, renewed April 2023) and operates from a single office in Central, Hong Kong. It is owner-operated by Daniel Mijic, who assumed ownership in 2019; the core team comprises 3–5 professionals with cross-border wealth advisory backgrounds spanning Liechtenstein, Hong Kong, Russia, and the broader Asia–Europe corridor.

The firm delivers an integrated suite of seven service lines to high net worth individuals, families, and multi-national corporations: corporate and family governance, fiduciary management, estate and succession planning, relocation planning, risk management, trusteeship/protector/guardianship, and nominee services (including nominee directorships). Service delivery is human-advisory-led, bespoke, and consultative; the firm relies on partner investment advisors for market-based solutions and does not operate proprietary technology, applications, or APIs. No AI/ML capabilities are evidenced.

Revenue is generated through professional services fees from individualized wealth planning and fiduciary mandates. No pricing is publicly disclosed and engagement economics vary by client scope, life stage, and complexity. Distribution is direct and relationship-driven, supported by digital content marketing (articles, downloadable factsheets, bilingual EN/DE website, newsletters, and LinkedIn/Facebook/Instagram presence) reaching a stated client base spread across Asia, the Middle East, South America, and Europe.

Name

Blue Concept Asia

Legal name

Blue Concept Asia Limited

Website

https://blueconceptasia.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Blue Concept Asia is a Hong Kong-based boutique wealth solutions and management consulting firm (3–5 staff) licensed as a Trust and Company Service Provider. It delivers bespoke estate, fiduciary, governance, trusteeship, and relocation advisory to HNW individuals, families, and multi-national corporations across Asia, the Middle East, South America, and Europe.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Services-Management Services (8741), Finance Services (6199)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Private Banking Cross-Border & International Wealth Services (FSABADAL), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Wealth management services
• Estate planning
• Fiduciary services
• Trusteeship services
• Family governance

Headquarters

HQ city

Hong Kong

HQ country

Hong Kong SAR China

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Planning and Consulting Services: Blue Concept Asia generates revenue through professional consulting fees for wealth planning solutions, fiduciary management, estate and succession planning, corporate and family governance, relocation planning, risk management, trusteeship services, and nominee director services. Services are highly individualized and billed on a bespoke basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Blue Concept Asia is an independent Hong Kong-based wealth solutions and business consulting firm offering seven core service lines: Corporate and Family Governance, Fiduciary Management, Estate and Succession Planning, Relocation Planning, Risk Management, Trusteeship/Protector/Guardianship, and Nominee Director Services. Services are delivered on a bespoke basis to high net worth individuals, families, and multi-national corporations, with revenue earned through professional consulting fees structured to client scope.

Product overview

Blue Concept Asia is an independent and licensed wealth advisory firm based in Hong Kong offering a comprehensive suite of wealth planning solutions and management services to high net worth individuals, families, and multi-national corporations. The company's service portfolio consists of seven core offerings: Corporate and Family Governance, Fiduciary Management, Estate and Succession Planning, Relocation Planning, Risk Management, Trusteeship/Protector/Guardianship services, and Nominee Services. These services are designed to work together as an integrated wealth planning approach, taking into account each client's personal circumstances, life stage, and individual goals to create customized solutions for wealth creation, preservation, and transfer.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate and Family Governance Consulting service helping families establish business-guiding visions and philosophies, educating members on sound business management, and addressing succession and enterprise continuity issues; also includes corporate governance policies for family and traditional enterprises.
• Fiduciary Management Asset management service focused on building and preserving wealth value while protecting assets from immediate and future threats through planning structures including international business companies, trusts, foundations, insurance solutions, and wills.
• Estate and Succession Planning Comprehensive estate planning services covering property inheritance determination, prevention of court freezing of assets, control of heir spending, and succession planning for family enterprise leadership transitions.
• Relocation Planning International relocation advisory service assessing suitability, determining country of choice, and assisting clients with obtaining residency permits and permanent citizenship.
• Risk Management Wealth risk assessment and protection service that identifies current threats to clients and their businesses and provides market and non-market solutions along with appropriate financial products and investment strategies through investment advisor partners.
• Trusteeship, Protector and Guardianship Fiduciary services including acting as Trustee to administer assets for beneficiaries, serving as Protector to oversee appointed trustees, and functioning as corporate estate guardian for court-appointed matters.
• Nominee Services Nominee Director services for corporations in Hong Kong (onshore) or offshore jurisdictions, allowing investors to maintain full confidentiality of identity and assets while maintaining beneficial ownership control.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Hawksford: International corporate services and private client firm with established Hong Kong and Singapore offices providing company formation, fiduciary, and family-office support. Directly comparable in boutique-to-mid-market segment and HNW client focus.
• Trident Trust: Hong Kong-headquartered independent provider of corporate, trust, and fund administration services to HNW families, family offices, and corporations. It is a direct peer in scope (trusteeship, fiduciary, corporate services) and geography.
• PraxisIFM: Independent provider of corporate, fund, and private client services with offices across Asia, the UK, and offshore centres. Comparable to Blue Concept Asia in combining boutique service style with cross-border fiduciary and family-office offerings.
• Heritage Group: Asia-based corporate services and family-office provider offering fiduciary, corporate, and wealth structuring services across multiple jurisdictions. Closely comparable to Blue Concept Asia in target client (HNW families and owner-managed businesses) and service mix.
• First Advisory Group: Liechtenstein-headquartered private wealth and trust services firm founded by Prof. Dr. Dr. Herbert Batliner, where Blue Concept Asia's principal Daniel Mijic began his career in 2001. It is the most directly comparable peer given shared Liechtenstein-Hong Kong heritage and identical trust and family-office services.
• Sovereign Group: Boutique international corporate services and private wealth firm with a long-standing Hong Kong office, providing company formation, trust, and fiduciary services. Directly comparable in size segment and cross-border HNW client proposition.

Broad incumbents

• Vistra: Global corporate, trust, and fund services provider with a major Hong Kong presence offering TCSP-equivalent fiduciary, company administration, and family-office services. It competes with Blue Concept Asia across the same HNW and corporate client base but at much greater scale.
• Butterfield: Offshore-focused banking and fiduciary group with private banking, trust, and custody services across multiple jurisdictions including Asia. Overlaps with Blue Concept Asia's HNW and family-office proposition but operates from a regulated banking platform.
• CSC (formerly Intertrust): Global leader in corporate, fund, trust, and fiduciary administration following the Intertrust acquisition, with substantial Hong Kong presence. Competes with Blue Concept Asia for the same HNW and corporate fiduciary work but as part of a much larger platform.
• TMF Group: Large global provider of corporate secretarial, accounting, tax, and fiduciary services with significant Hong Kong operations. It overlaps with Blue Concept Asia's TCSP-adjacent offerings but serves clients through a much broader multinational footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/blueconceptasia
• LinkedInlinkedin.com/company/blue-concept-asia
• Instagraminstagram.com/blueconceptasia
• Xx.com/blueconceptasia

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blue Concept Asia