One-stop asset management service
 

• Provide investment recommendations based on the client’s risk appetite to realize potential value. Through systematic analysis and risk management, identify good and bad projects, select high-quality investment projects for clients, realize appreciation potential, avoid high-risk and low-value investments, improve client investment returns, achieve high growth and high efficiency, and strive for the best value for clients.

• Investing clients' assets held in international private banks (including those in Europe, the US, Singapore, and Hong Kong) with their authorization. Private banks act as custodians of clients' assets and also provide trading platforms. We sign a limited investment authorization letter with the client, allowing us to invest and trade the client's assets held in the private bank.

• Identify high-quality unlisted and pre-listed equity investment opportunities for suitable clients, explore their significant appreciation potential, and strive to achieve greater economic benefits for clients.

• Provide suitable clients with opportunities to increase their investment in assets other than stocks, bonds and cash, such as infrastructure, real estate and private equity.

• At the same time, based on the client's investment experience and risk tolerance, we provide investment management advice involving the use of non-traditional methods or non-traditional strategies, such as short selling and leverage strategies.

• Leveraging our vast and friendly network of business partners, we can quickly provide assistance to clients when they need to set up a family office in Hong Kong.