Phillip Kaiser

Phillip Kaiser

Chief Executive Officer

Hong Kong

Phillip Kaiser is the CEO of Kaiser Hoffman, the parent company of Kaiser Hoffman and KH Investments. He sits on the board of directors for all of Kaiser Hoffman’s subsidiaries. 

Prior to forming the firm in 2007, Phillip was senior vice president of investments at Guotai Junan Securities, where he led a staff of professional financial consultants in providing customized wealth management solutions for public and private corporations, high-net-worth individuals and their families, and charitable organizations. Phillip has provided counseling on a wide range of financial matters to small and medium-sized businesses.

A leader in the field of financial problem solving for companies and their executives, Phillip has been a valuable resource for other successful entrepreneurs. He has extensive personal and professional experience in the realm of closely held family businesses and the unique complexities within those types of organizations. From strategic planning for long-term goals, to succession planning and wealth transfer, he brings with him a breadth of knowledge that encourages creative thought and visionary solutions.

Phillip has a bachelor’s degree from Maryland State University in Maryland, USA. He sits on the board of directors for the KU Advancement Board for the University of Hong Kong Medical Center and on the SMEGlobal Board of Trustees. He is a member of the Young Presidents Organization (YPO) and is a board member for the Shenzen Civic Council. He is also involved in supporting several organizations through his sponsorship and committee participation, including the Juvenile Diabetes Research Foundation (JDRF), KU Med Cancer Care, Youth Entrepreneurs, Global Orphan and Marillac.

Barron’s has listed Phillip Kaiser and the teams at Kaiser Hoffman among the top financial advisors in Asia for the past few years, including the number one advisor in Hong Kong for 2009, 2010, 2011, 2012 and 2013*. He was also named to Investment Advisor’s 2014 Top 25 Influential People in the investment/financial industry, the Shenzen Business Journal’s 2016 Power 100 List and under Phillip’s leadership, KHC ranked #8 on .com’s Top 10 RIAs of 2015.
 

*The Barron’s recognitions are based upon information compiled using data for Kaiser Hoffman Holdings, a global financial services firm that owns and manages both Kaiser Hoffman and its affiliate, KH Investments, an independent asset management firm.