Discretionary Account Management
We are client-centred. From portfolio management, investment choices, risk management, investment advisory, to buy/sell pricing and transaction execution, we act with clients’ interest and mandate objectives in mind.
One-Stop Support
We take care of client portfolio’s daily accounts hassles and banking facilities coordination, and provide timely advisory and reports, all at one-stop.
Investment Advisory
We make sure clients are timely informed and advised on any macro market changes, micro moves and adjustment needs, while staying on course of clients’ long-term goal and return objectives.
Partners
We work in close collaboration with 30+ financial institutions, including global investment banks, private banks, commercial banks, fund houses, insurers, custodians, brokerage firms on daily basis.
Our major working partners included
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