Found in 2002, a licensed corporation under the Honk Kong Securities and Futures Commission to engage in Type4 (Advising on Securities ) and Type 9 (Asset Management) regulated activities (CE No.AHQ867)
We are devoted to offer professional investment advisory, asset management and other related services, with the aim to provide tailor-made wealth management solutions to our clients.
Our team has a long experience to meet the customers' investment needs,styles,and goals. With the study and analysis of global macro trend,we have developed a personalized investmenet strategy for customers and devoted to create the greatest value for the customers.
Our team helps our clients to draw a blueprint to allocate their assets in their portfolio based on our client's strategy, time horizon and risk tolerance level. We are committed to facilitate our clients to cope with the fast-changing market and its investment to be unrestricted by region, industry, and asset type in order to seek chance globally.
We provide our clients with professional portfolio management services in according to customer orientation, strategy, and opportunities in global financial markets. Regularly review of the portfolio performance is provided to make appropriate deployment to ensure that the allocations consistently meet the customers' strategic goals.
Through data and technical analysis, the risk management team of our Group is dedicated to monitor the risks including the market, concentration, liquidity, default and credit. Derivative products in conjunction with general trading strategies are used to optimize risk premiums and control risks.
Efficient administrative work can enhance the efficiency of investment. With years of experience in the industry, we provide advice and assistance in every administrative activity related to account registration, account opening and fund transfer. Therefore, our customers can save the time and workloads spending on administrative work and be focusing on decisions making.
Periodic macroscopic report is providing information to our clients to analyze the trend of global and geographical financial market and to review the impacts arising from major events. The reports ensure our clients to react promptly in the fast-changing financial market.
Industry analysis services are available for customers in according to their interests and needs. A wide range of surveys and research will be conducted on specific industry to facilitate our clients to access information such as industry trends, prospects and essential factors affecting the industry. Industry analysis services will be a tool for our clients to identify the potential of the industry, explore potential investment opportunities and assist them to choose an appropriate strategy.
We analyze specific companies in response to customer requests. Our team will analyze the target company's operating principle, management efficiency, business details, financial status, position within the industry, competition, and market transactions from different perspectives, and compare with the similar companies. Helping customers to understand the target company and formulating the best investment strategy.
We conduct research and analysis for designated investment projects, such as real estate development, equity investment, over-the-counter transactions, and sale of precious collectibles. The analysis covers the project profitability, payback period, growth potential, and risk factors, etc. We can also cooperate with independent industry expert assessment reports to enable customers to make correct investment decisions.