Eternity
Eternity is a Hong Kong-based financial consultancy founded in 2010 that serves high-net-worth individuals with wealth management, insurance, trust, tax planning, and immigration advisory services, delivered through nearly 200 professionals and a network of private bank, accounting, and medical partners.
- Company typePrivate
- Founded2010
- HeadquartersHong Kong, Hong Kong SAR China
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Eternity does
Eternity is a Hong Kong-based financial consultancy and wealth management firm established in 2010, operating through a team of nearly 200 professionals out of its headquarters in Tsimshatsui (Gateway Harbour City). The firm serves high-net-worth individuals and life-stage-based client segments with a bundled offering that includes insurance planning (acting as an AIA Hong Kong agency), investment advisory, trust arrangements via TMF Group, tax planning for UK and Australia immigration, medical referrals through four Hong Kong private hospital networks, and overseas property investment. Revenue is generated through insurance product commissions and financial planning advisory fees, with services priced on a customized, quote-based model.
The go-to-market is sales-led and event-driven: the firm invests millions of HKD annually in weekly roadshows across Hong Kong's Kowloon and New Territories, monthly large-scale exhibitions (Health Life Expo, Baby Expo, TVB Lifestyle Carnival, Hong Kong Wedding Expo), and educational seminars on UK/Australia tax planning, family trusts, and property preservation. A five-stage professional training system supports advisor progression through CFP, CFA, CPA, and CPB certifications, and over 50% of team members have achieved MDRT membership as of October 2025.
Eternity's core differentiator is a multi-disciplinary strategic partner network comprising 15+ private banks (Bank of Singapore, Bank of East Asia, Credit Suisse, Wing Lung, CITIC, VP Bank, Hang Seng, Julius Baer), Big Four accounting firms for tax planning, law firms for legal advisory, TMF Group for trust services, four private hospital networks for medical referrals, and overseas property partners. The firm has no proprietary technology platform, no disclosed patents, and operates as a services-led intermediary rather than a software or AI-driven business. There is no publicly disclosed revenue, funding history, or corporate ownership structure, and the firm is privately held with no parent company identified.
Eternity firmographics
Firmographics- Name
- Eternity
- Legal name
- Eternity
- Website
- https://eternitydistrict.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Eternity is a Hong Kong-based financial consultancy founded in 2010 that serves high-net-worth individuals with wealth management, insurance, trust, tax planning, and immigration advisory services, delivered through nearly 200 professionals and a network of private bank, accounting, and medical partners.
- Ownership category
- akta.pro rank
Eternity industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
- akta.pro secondary industries
- Estate Administration & Probate Services (FSAAANAE), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Eternity is headquartered
LocationHeadquarters
- HQ city
- Hong Kong
- HQ country
- Hong Kong SAR China
- HQ region
- Asia
Offices1 record
Markets served
Eternity business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- Insurance and Financial Planning Advisory: Provision of customized investment solutions and financial advisory services, including external asset management, high-end insurance services, private banking referrals, medical referrals, overseas property investment, and other wealth management services. Revenue is generated through insurance product commissions and financial planning advisory fees.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Eternity product offering
Product offeringCore offering
Eternity is a Hong Kong-based financial consultancy and wealth management team that provides customized investment solutions, insurance planning (notably as an AIA agency), trust arrangements, private banking referrals, medical referrals, and overseas property and immigration advisory. The firm delivers these services through a team-based direct advisory model supported by a network of strategic partners including private banks, Big Four accounting firms, law firms, and international trust companies.
Product overview
Eternity is a financial consultancy and wealth management company based in Hong Kong, established in 2010. The company operates as an insurance agency representing AIA (Hong Kong) and offers financial planning services across multiple life stages (Singles, Young Families, Middle-Aged, Retirees, Young Professionals). The company also provides trust arrangements, medical referrals, overseas immigration consultation, and organizes educational seminars on topics such as UK/Australia tax systems, family trusts, property wealth preservation, and insurance marketing. The core service offering is financial consultancy and wealth management advisory, with no technology product component.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management and Investment Advisory
- High-End Insurance Services (AIA Agency)
- Trust Arrangement Services
- Medical Referral Services
- Overseas Immigration and Property Advisory
- Private Banking Referral Services
Quantifiable outcome
- Over 50% of team members achieved MDRT membership (as of October 2025)
- +2 more outcomes
Companies that use Eternity
Customer profileSegments4 records
Ideal customer profiles2 records
Eternity technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Eternity partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered core and minor.
- Bank of Singapore (新加坡銀行)corePrivate banking partner providing comprehensive financial services and support for high-net-worth clients, including investment management and wealth advisory services.
- Bank of East Asia (東亞銀行)corePrivate banking partner providing financial services to high-net-worth clients.
- Credit Suisse (瑞信銀行)coreInternational private banking partner for comprehensive wealth management services.
- Wing Lung Bank (永隆銀行)corePrivate banking partner for client referrals and financial services.
- CITIC Bank (中信銀行)corePrivate banking partner providing services to Chinese mainland and Hong Kong clients.
- VP BankcorePrivate banking partner for wealth management services.
- Hang Seng Bank Private Banking (恒生銀行私人銀行)corePrivate banking partner for high-net-worth client services.
- Julius Baer (瑞士嘉盛銀行)coreInternational private banking partner for wealth management.
- TMF GroupcoreInternational trust company providing trust arrangement services and asset protection solutions for clients. Specializes in reserved power trusts and standby trusts.
- Big Four Accounting Firms (全球四大會計師行)coreProfessional accounting partners providing tax planning services, especially for UK and Australia immigration tax planning. Partners include major international accounting firms.
- Law Firms (律師團隊)coreProfessional legal partners providing legal advisory services for wealth management and trust arrangements.
- Huiyi Family Office (滙一家族辦公室)coreProfessional asset management team partner providing family office services for high-net-worth clients.
- MediTimes Medical Centre (君醫醫療服務中心)minorMedical referral partner providing healthcare services for high-net-worth clients.
- MedixminorMedical case management and referral partner for comprehensive health services.
- Precious Blood Hospital (Caritas) (寶血醫院（明愛）)minorHospital partner providing medical services with guaranteed 30-minute ward reservation service.
- Union Hospital (仁安醫院)minorPrivate hospital partner for medical referrals.
- Gleneagles Hospital Hong Kong (港怡醫院)minorPrivate hospital partner for comprehensive medical services.
- Cross世的匯富 (跨世匯富)minorInvestment migration partner providing overseas immigration consulting services.
- Lian Global Property (利安環球物業有限公司)minorOverseas property investment partner for clients seeking overseas real estate.
- Ray White Hong KongminorInternational real estate partner for overseas property investment services.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Eternity competitors and assessment
Company assessmentDirect peers
- Lighthouse Canton: Singapore-headquartered wealth advisory and asset management firm with Hong Kong presence, serving HNW and family office clients. Comparable to Eternity in providing fee-based advisory, trust arrangements, and investment solutions to HNW individuals across Asia.
- Convoy Global Holdings: Hong Kong-listed independent financial advisory (IFA) firm offering multi-carrier insurance, wealth management, and financial planning to HNW and mass-affluent clients. Directly comparable business model to Eternity as a Hong Kong-based IFA with insurance-led distribution and wealth advisory services.
- Christfund Securities: Hong Kong-based independent financial advisory firm providing insurance brokerage, wealth management, and financial planning services. Closely comparable to Eternity's IFA model with similar HNW focus, multi-carrier representation, and team-based advisor structure.
Regional players
- St. James's Place Wealth Management: UK-listed wealth management group operating a large partnership model of independent financial advisers. Comparable business architecture to Eternity (advisor-led wealth management with partner referral ecosystem), though operating in the UK market and structured as a public partnership.
Broad incumbents
- Sun Life Hong Kong: Hong Kong operations of Sun Life Financial offering life insurance and wealth products via agents and broker distribution. Comparable as a broad incumbent serving the same HNW insurance and retirement planning market.
- FWD Hong Kong: Hong Kong life and health insurer with growing IFA and agency distribution. Comparable as a broad incumbent competing for the same HNW insurance market through both tied agency and independent advisor channels.
- AIA Hong Kong: Hong Kong's largest life insurer and Eternity's primary carrier partner. Comparable as a broader incumbent offering insurance, wealth, and retirement products through tied agency, Premier agency, and IFA channels, though not a direct competitor in the independent advisory niche.
- Manulife Hong Kong: Hong Kong life insurance and wealth management arm of Manulife Financial. Comparable as a broad incumbent offering life insurance, savings, and retirement products through agents and broker channels serving similar HNW client segments.
- Prudential Hong Kong: Major Hong Kong life insurer with tied agency and IFA distribution channels. Comparable as a broader incumbent in the same HNW insurance and wealth management space, with both captive and independent advisor networks.
Emerging players
- iFast Corporation: Singapore-listed digital wealth platform distributing unit trusts, insurance, and bonds across Hong Kong and Asia. Comparable to Eternity as a wealth distribution channel serving HNW clients, though Eternity's advisor-led model contrasts with iFast's self-directed digital platform approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Eternity social profiles
Digital presenceEternity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eternity leadership team
Management profileNumber of profiles
Profiles5 records
Eternity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eternity M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Eternity
What does Eternity do?
Eternity is a Hong Kong-based financial consultancy and wealth management team that provides customized investment solutions, insurance planning (notably as an AIA agency), trust arrangements, private banking referrals, medical referrals, and overseas property and immigration advisory. The firm delivers these services through a team-based direct advisory model supported by a network of strategic partners including private banks, Big Four accounting firms, law firms, and international trust companies.
Is Eternity a public or private company?
Eternity is a private company. It is classified as unknown and is currently operating.
When was Eternity founded?
Eternity was founded in 2010. It employs 51 to 100 people.
Where is Eternity based?
Eternity is headquartered in Hong Kong, Hong Kong SAR China, in the Asia region.
How does Eternity make money?
One revenue line is on record: insurance and Financial Planning Advisory.
Who are Eternity's main competitors?
Direct peers on record are Lighthouse Canton, Convoy Global Holdings and Christfund Securities. St. James's Place Wealth Management is listed as a regional player. Broad incumbents are Sun Life Hong Kong, FWD Hong Kong, AIA Hong Kong, Manulife Hong Kong and Prudential Hong Kong. iFast Corporation is listed as an emerging player.
Does Eternity have an API?
No public API is recorded for Eternity.
What industry is Eternity in?
Eternity's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of FSAAANAE, Estate Administration & Probate Services. Its NAICS code is 52592 and its SIC code is 6411.