Products & Services

1. Full Discretionary Investment 

We provide segregate full discretionary investment portfolios to our high net wealth clients and institutional professional investors.

The minimum investment amount for each portfolio is USD 1 million or multiple. Our goal is to earn an absolute return for our clients to achieve performance. We report our trades to every client at day end by electronic means and clients should receive their own Net Asset Value report every month.

 

2. Investment advisory

Provide outsource Investment advisory services to institutional clients such as trustee / private bankers in Hong Kong and overseas is one of our main business.

 

3. Formation of Private Equities Fund

We are expertise to set up off shored “Registered Fund” and “Exempted Fund” with Bloomberg ISIN to build track record for institutional or private clients of different purposes.

 

4. Principal Guarantee Investment for CIES

Introduce Principal Guarantee Investment Structure which is approved by Immigration Department of Hong Kong for applicants of CAPITAL INVESTMENT ENTRANT SCHEME (“CIES”)

  • Principal Guarantee
  • Target return: 5% p.a. or above