News
News/Notices
We are honored to announce that Aspenwood Capital has been awarded the "Best Independent Asset Manager (IAM) Business Partner 2024" by EFG Private Bank. This prestigious recognition not only acknowledges our team's expertise but also highlights our professionals' ongoing dedication, diligence, and unwavering commitment to providing exceptional asset management services to our clients.
EFG Private Bank:
EFG Private Bank was founded in 1995 in Zurich. As a global private banking group, EFG Private Bank provides private banking and asset management services across approximately 40 locations worldwide. Hong Kong represents one of EFG Private Bank 's core markets in the Asia-Pacific region.
Over the past few years, Aspenwood Capital has developed a close and highly productive partnership with EFG Private Bank. We have benefited significantly from EFG Private Bank 's robust platform and their professional and efficient services, which have provided solid support for the growth of our asset management business. We sincerely thank EFG Private Bank for their trust and recognition of our work, and we especially express our gratitude to EFG Private Bank for graciously hosting this award ceremony at their office.
Aspenwood Capital’s Service Philosophy:
For many years, Aspenwood Capital has followed a client-centric service philosophy, continually striving for innovation and excellence, and consistently optimizing our service quality. We deeply understand that each client's financial goals and needs are unique. Our investment and product management teams have extensive expertise and practical experience across various fields, including funds, equities, fixed income, cash management instruments, real estate, foreign exchange, multi-currency management, and trusts. Additionally, our teams demonstrate superior risk management capabilities.
Whether it is discretionary portfolio management or investment advisory services, we always focus on tailoring personalized investment solutions for our clients. Through proactive and prudent risk management strategies, diversified asset allocation, and carefully constructed balanced solutions, we not only help clients achieve their current financial objectives but also lay a solid foundation for their future financial planning. Our goal is to guide our clients confidently and steadily through every step of their wealth management journey.
Looking ahead, this award will further inspire the entire Aspenwood Capital team to continually pursue excellence. We will continue to deepen our strategic partnership with EFG Private Bank, fully leveraging their stable and diversified platform, and consistently innovate our asset management solutions. Our aim is to deliver sustained superior investment performance and achieve long-term, stable growth in our clients' assets.
Once again, we sincerely thank all our clients, partners, and team members for their continuous support and trust. We look forward to working together to reach new heights.
Aspenwood Capital
was honored for "Best FIM Business Partner 2023" award by Bank of Singapore
We are thrilled to announce that our company, a leading asset management firm specializing in wealth and investment management for high-net-worth clients, has been honored with the esteemed “Best FIM Business Partner 2023” award by Bank of Singapore. This recognition reflects our unwavering commitment to excellence and the exceptional service we provide.
We extend our heartfelt appreciation to our dedicated team whose expertise, market insights, and astute asset allocation have contributed to this remarkable achievement. Their collective efforts and resolute commitment to our clients have enabled us to consistently deliver outstanding results. We would also like to express our deepest gratitude to our valued clients for their unwavering support and trust, we are truly grateful for the opportunity to serve you and assist in achieving your financial goals.
Moving forward, we are excited to build on this success and explore new opportunities to enhance our clients’ wealth. Join us on this journey of financial prosperity and experience the unparalleled service that distinguishes us as the “Best FIM Business Partner.”
Aspenwood Capital was honored for the third consecutive year with the "Annual Best Offshore Financial Institution" award at the "Wealth APAC Forum"
The 8th Asia-Pacific Wealth Forum and 2023 International Private and Family Wealth Management Industry Awards Ceremony, jointly organized by Fortune Management Magazine and Financial Planning Institute, took place in Shanghai in December 2023. Aspenwood Capital, with its comprehensive asset management service system and strong network of collaborative resources, was honored for the third consecutive year with the “Annual Best Offshore Financial Institution” award. Mr. Chan Kin Pan, CEO of Aspenwood Capital, was invited to attend the event and accept the institutional honor.
The panel of industry experts and advisors for this year’s industry selection is composed of the Advanced Institute of Finance at Shanghai Jiao Tong University, Boston Consulting Group, Oliver Wyman, KPMG China, and the editorial committee of Fortune Management Magazine. Adhering to the principles of “fairness, impartiality, and transparency,” the organizing committee employs a credible and professional selection system to discover and commend outstanding teams and services in the Asia-Pacific region. This aims to establish new benchmarks in the wealth management industry, encourage institutions to actively explore the needs of affluent individuals in wealth management and inheritance, promote consensus within the wealth management industry, and foster a thriving and symbiotic market.
At the 8th Wealth APAC Forum and the 2023 International Private and Family Wealth Management Industry Awards Ceremony on December 22nd, 2023, Our CEO Mr. Chan Kin Pan, has expressed “The abundant collaborative resources of Aspenwood Capital also serve to enable the institution to establish a strong foothold in the Greater China region, extend its influence across the Asia-Pacific, and reach a global scale. With an international perspective and wealth of experience, we empower our clients to accomplish their long-term objectives in areas encompassing personal development, family, lineage, and wealth.”
