Solutions for your financial objectives

Our aim is to preserve and increase your wealth for the long-term. We develop the ideal solutions for you, implemented through an optimal combination of asset classes.
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We earn your trust through outstanding performance

We always keep you aware of the current status of your assets by providing you transparency and prudent investment opportunities.
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Meet one of our Portfolio Managers?

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Unique Investment Opportunities

Since our foundation, we have been a trusted Wealth Management firm for lots of individual and corporate investors both in Asia and internationally. Our wide range of bespoke portfolios can meet any investor risk profile and are handled by our in-house team of Portfolio Managers to provide unique value opportunities. 

Global Markets

Get direct access to worldwide markets with our innovative trading platforms.

Global Network Partners

Giving investors entry to new lines of business through our global network.

Personal Management

Your Personal Advisor will help you navigate through the investment world.

First Class Service

Our values and principles define our actions creating sustainable networks.

Personal Portfolio

Tailored services to your personal investment goals and financial objectives.

Easy Account Management

We develop the best possible investment solutions for you and your family.

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Our core values and principles

We place great importance in establishing long-term partnerships with our clients and always focus our actions on the achievement of their personal investment goals. We aim to provide in-depth and expert research through our team of analysts and we believe that the personal touch is key to building lasting relationships.

We are of the opinion that investors should receive precise and transparent information about all investments. We aim to provide stable and sustainable growth on all our advisory products.

K. Lee
CEO & Founder

Diversified Portfolio

Our advisors have unmatched expertise across all investment segments. Corporate clients and private clients may enjoy potentially better returns than bank deposits through our diverse portfolio selection process.

Portfolio Management

A particular focus of our portfolio management is on small and mid cap companies, as we believe that the opportunities to generate returns for our investors are particularly high in these market segments.

Financial Goals

Our financial philosophy is determined by our many years of investment experience in dealing with the individual challenges of the financial markets and the investment objectives of our private and institutional clients.

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Testimonials

Their approach to planning provides financial clarity taking into consideration all facets of Wealth Management. Their holistic approach is truly unique and refreshing.

Michael Johnson
Private Investor

My Personal Advisor's approach to wealth management has brought clarity to all of my financial goals and aspirations. He has done an incredible job of analyzing, integrating and managing my personal needs enabling me to feel secure in my investment portfolio.

Julie Wright
Private Investor

My Advisor has brought stability and profitability to my portfolio. He has used his network and expertise to assist in maximizing risk management. I now have a feeling of confidence and security in all areas of my life.

Mary Hughes
Private Investor

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Responsible Investment Solutions

Over the last five years, the volume invested in sustainable investment funds and mandates has quadrupled. More and more institutional investors attach great importance to responsible investment solutions because they know that an ethically sustainable investment strategy often correlates with revenue opportunities.

With over 10 years of experience in portfolio management, we draw on that extensive expertise to meet the requirements and satisfy the aspirations of our private and institutional investors. The investment solutions of our company excel on the market through the following qualities:

  • Market capitalization benchmarks are mostly arbitrarily defined.
  • We analyze the markets and securities on the basis of your personal data and the financial climate. 
  • Our analysis and decisions are 100% independent. We attach great importance to quality and objectivity in our investment strategies.
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Our portfolio management is characterized by an active asset management style. We systematically support our clients in formulating adequate investment objectives.

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How to open an Investment Account

Register Online

Everything starts with a free online registration. Basic data is required, name, surname and contact details.

Fill Out A Form

After the basic registration, you will need to fill out a form to help us determine your financial goals.

Start Trading

This stage concludes the procedure of opening an account where you can begin trading with our company.

Personal Advisor

You will be assigned your own personal Portfolio Advisor who will asses your investment objectives.

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Frequently Asked Questions

Who is our typical client?

Our clients are not only institutional investors but private individuals and families. They have wealth they want to protect and grow, yet not be exposed to undue risk. They are looking for safe and secure management of their investments and recognize the value of a professional investment team in achieving this objective.

Is my Investment safe and protected?

We rigorously follow industry standards. Only you or those you legally designate can deposit or take money from your investment account regardless of your holdings. Your investment holdings are carefully matched to your own profile. Your account is then carefully monitored and reviewed with you on a regular basis.

What are the fees of Investment Management?

Our fees are based on a percentage of the investments you have entrusted us to manage. This places us in alignment with your interests to protect and grow your investments. Included in our investment management fees are our Wealth Management services adding value for your money.

How will you invest my money?

Each investment you make with our company will be invested according to a written Investment Policy Statement that sets out your return expectations, risk tolerance, timeline, exit strategy, etc. We customized this on the personal and financial information you provide to us.

How will I be kept up to date on my Portfolio?

All our Investors are kept well informed of our investment decisions and transactions within their accounts. We remain continuously available to contact our clients over the phone, as often as necessary. We provide quarterly reports, periodic market updates and account reviews.

How do we determine investment risk tolerance?

Our Personal Advisor’s will determine how much money an Investor will need to reach their financial goals and then determine how much risk the client will need to take to achieve those goals. We believe that many investors take on more risk in their portfolios than they need to take or that they are comfortable taking.

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    Contact Information

    • 16/F Harbour Commercial Building, 122-124 Connaught Road Central, Hong Kong
    • +852 3973 3844
    • [email protected]