Carey Suen was established in Hong Kong in 2005, founded on a single conviction: that internationally mobile professionals deserve the same quality of wealth structuring available to institutional investors – without the complexity, volatility, or opacity that typically comes with it.

Built by Annette M. Houlihan, a specialist with over 40 years of experience across international financial services, Carey Suen has grown from a boutique Hong Kong advisory into a firm serving high-net-worth expatriates across Singapore, Hong Kong, Dubai, Saudi Arabia, London, and beyond.

The name itself reflects the firm’s founding purpose. “Carey” draws from the Celtic tradition, meaning keeper and guardian – one who protects what matters most. “Suen” is rooted in Eastern philosophy, representing continuity and the passing of wealth across generations. Together, they define everything Carey Suen stands for.

We are the keeper of your wealth across borders, generations, and markets.

2003

The Foundation

Annette began her career in Hong Kong with Parker Billham, developing deep expertise in cross-border financial planning and the complex needs of internationally mobile professionals.

2005

Carey Suen Founded

Drawing on her Hong Kong experience, Annette established Carey Suen as a specialist alternative investment and estate planning firm. The firm was built to give expatriates direct access to institutional-grade private markets opportunities.

2016

Gladstone Morgan Partnership

Annette joined Gladstone Morgan Limited as Partner, broadening Carey Suen's reach across Asia and the Middle East and deepening its capabilities in international wealth structuring.

2022

Expanding the Platform

Annette took on the role of Senior Financial Analyst at Ernest Maude and Managing Director of Carey Suen Visa Services - extending the firm's offering to internationally mobile clients navigating residency, relocation, and cross-border financial complexity.

Why choose us

Cross-Border Expertise

Over 40 years of experience navigating multi-jurisdictional wealth structures across Asia, the Middle East, North America and Europe.

Consistent Returns

Private credit structures targeting 7-16% annual returns with quarterly distributions - independent of public market volatility.

Direct Market Access

Institutional-grade private markets opportunities made available directly to qualified individual investors, without intermediary filters or diluted returns.

Tailored Estate Planning

Bespoke cross-border wills, trusts, and succession planning for clients holding assets across multiple jurisdictions.

Principal Protected

Our litigation funding portfolios carry an 80%+ success rate on selected cases, with principal protected in the event of an unsuccessful outcome.

Proven Client Confidence

Carey Suen's clients increase their allocation after receiving their first quarterly distribution.

Our mission

Our Mission Carey Suen exists to give internationally mobile investors access to wealth structures that protect, grow, and transfer capital – regardless of where they live, work, or hold assets. We remove the complexity of cross-border wealth management and replace it with clarity, structure, and consistent performance.

Carey Suen exists to give internationally mobile investors access to wealth structures that protect, grow, and transfer capital – regardless of where they live, work, or hold assets. We remove the complexity of cross-border wealth management and replace it with clarity, structure, and consistent performance.

  • Direct access to institutional private markets
  • Principal-protected investment structures
  • Cross-border estate planning across multiple jurisdictions
  • Quarterly distributions with full transparency
  • 40+ years of international financial expertise
  • Clients across three continents

Our experience

LITIGATION FUNDING 87%
PRIVATE CREDIT 75%
GLOBAL ESTATE PLANNING 63%
CROSS-BORDER TAX PLANNING 50%

Our team

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