Products & Services

Investment Products​

We leverage deep expertise in empirical research and data analysis to develop competitive advantages capable of delivering income diversification and long term relative value. Our global clients span financial institutions, corporates, insurers, wealth managers and private individuals across fixed income, real estate and private equity asset classes.

Service Offerings

Service Offerings

We offer customised asset management solutions to meet the diverse needs of clients, including:

  • Investment Management
  • Wealth Management
  • Retirement & Estate Planning

We simplify the complexities of international financial management through separately managed accounts. A separately managed account provides direct ownership of securities and is tailored to client needs through our professional expertise, tax-efficient investing and portfolio customisation capabilities.

We advise on securities and provide market access for traditional and alternative asset classes. Our comprehensive investment advisory services enable clients to achieve superior returns.

Asset Management​

We offer customised asset management solutions to meet the diverse needs of clients, including:
  • Investment Management
  • Wealth Management
  • Retirement & Estate Planning

Discretionary Account Management​​

We simplify the complexities of international financial management through separately managed accounts. A separately managed account provides direct ownership of securities and is tailored to client needs through our professional expertise, tax-efficient investing and portfolio customisation capabilities.

Investment Advisory​

We advise on securities and provide market access for traditional and alternative asset classes. Our comprehensive investment advisory services enable clients to achieve superior returns.

Institutional Solutions

Institutional Solutions

We leverage global networks to advise on a full spectrum of financing strategies and deliver optimised capital utilisation solutions based upon client requirements.
We advise on securities and provide market access for traditional and alternative asset classes. Our comprehensive investment advisory services enable institutional clients to meet targets and scale operations.
We offer a powerful fund management platform that enables fund managers to simplify complex fund operations and scale fund scope with ease. Improve efficiency by streamlining operating & compliance procedures and automating the reporting process.
Obtain visibility into deep-tier supply chains with our robust supply chain solution. Record manufacturer and supplier sourcing activity onto a secure private blockchain to validate each transaction throughout the supply chain.

Capital Structuring & Advisory​

We leverage global networks to advise on a full spectrum of financing strategies and deliver optimised capital utilisation solutions based upon client requirements.

Investment Advisory

We advise on securities and provide market access for traditional and alternative asset classes. Our comprehensive investment advisory services enable institutional clients to meet targets and scale operations.

Operating Infrastructure

We offer a powerful fund management platform that enables fund managers to simplify complex fund operations and scale fund scope with ease. Improve efficiency by streamlining operating & compliance procedures and automating the reporting process.

Supply Chain Solution

Obtain visibility into deep-tier supply chains with our robust supply chain solution. Record manufacturer and supplier sourcing activity onto a secure private blockchain to validate each transaction throughout the supply chain.

Are You a Professional Investor?

By clicking 'Accept', I confirm that I acknowledge and agree to the terms and conditions below.

The following persons are “prescribed” as professional investors under the Securities and Futures (Professional Investor) Rules (as extracted):

  • Trust corporations –a trust corporation having been entrusted under one or more trusts of which it acts as a trustee with total assets of not less than HK$40 million or its equivalent in any foreign currency.
  • Individuals –
    1. An individual having a portfolio of not less than HK$8 million or its equivalent in any foreign currency, when any one or more of the following are taken into account:
      1. A portfolio on the individual’s own account;
      2. A portfolio on a joint account with the individual’s associate;
      3. The individual’s share of a portfolio on a joint account with one or more persons other than the individual’s associate;
      4. A portfolio of a corporation which, at the relevant date, has as its principal business the holding of investments and is wholly owned by the individual.
  • For the purposes of paragraph (b)(1)(3), an individual’s share of a portfolio on a joint account with one or more persons other than the individual’s associate is:
    1. The individual’s share of the portfolio as specified in a written agreement among the account holders; or
    2. In the absence of an agreement referred to in paragraph (A), an equal share of the portfolio.
  • Corporations – a corporation to be considered as a Corporate Professional Investor includes:
    1. A corporate having:
      1. A portfolio of not less than HK$8 million or its equivalent in any foreign currency; or
      2. Total assets of not less than HK$40 million or its equivalent in any foreign currency,
    2. A corporation which, at the relevant date, has as its principal business the holding of investments and is wholly owned by any one or more of the following persons:
      1. A trust corporation specified in paragraph (a) above;
        • An individual specified in paragraph (b)(1) above;
        • A corporation specified in this paragraph or paragraph (c)(1) above;
        • A partnership specified in paragraph (d) below;
        • A professional investor within the meaning of paragraph (a), (d), (e), (f), (g) or (h) of the definition of “professional investor” in section 1 of Part 1 of Schedule 1 to the SFO; or
      2. A corporation which, at the relevant date, wholly owns a corporation referred to in paragraph (c)(i).
  • Partnerships – a partnership having:
    1. A portfolio of not less than HK$8 million or its equivalent in any foreign currency; or
    2. Total assets of not less than HK$40 million or its equivalent in any foreign currency