OUR SERVICES
We provide truly independent advice while delivering the most comprehensive solutions to meet your needs
ASSET MANAGEMENT
You choose your level of involvement in the portfolio management process in line with your personal preferences and investment objectives.
We offer the platform best suited for you.
Advisory Portfolio Mandate
- We build the portfolio with you; You actively participate in the investment process with the support and advice of our team
- You retain the final decision-making and control of your portfolio; Prior to conducting any transaction, we will obtain your consent before communicating and executing with your choice of Custodian Financial Institution
Discretionary Portfolio Mandate
- You fully entrust us to achieve your investment objectives with different asset allocations according to your risk preference; We will specially tailor our investment strategy and portfolio to meet your investment needs, such as wealth creation, wealth preservation or wealth legacy
- This type of portfolio management generally plays a core strategic role in your portfolio. In addition to contributing to long-term sustainable investment, it helps eliminate the emotional impact of investment
- Choose among Growth, Balanced or Conservative Investment Strategies
FAMILY OFFICE ADVISORY
We provide comprehensive bespoke services & innovative solution offerings for your wealth creation, preservation and transfer
Wealth Management
e.g. Investment strategy, asset allocation, risk management and liquidity planning
Wealth Planning
e.g. Wills drafting, estate planning, succession planning, life insurance, business sustainability
Tax Planning
e.g. Tax returns, filing, legal advisory immigration, international relocation
Trust & Corporate Services
e.g. Company incorporation, family shareholdings, trust structuring and administration
Family Governance
e.g. Setting up of family constitution and
family council
Charity & Philanthropy
e.g. Formulating giving strategy,
setting up of foundation