Our consulting and research team provides analysis and management services based on a client's income, spending needs, and assets, and assists clients in identifying the most suitable and effective investment solutions, with the goal of progressively building and protecting the client's wealth, thus effectively enhancing their financial standing.
1. Mutual Fund
- Asset diversification approach
- Manages the risk of an investment portfolio and investment returns
- Multiple investors invest by gathering funds and authorizing asset managers
- Invests funds in different industries, regions, sectors, and markets
- Funds diversified across a range of global companies and sectors
- Effectively manages risk / reward ratios
2. Hong Kong and Global Equity
- Generates long-term returns based on share price appreciation through different investment models based on clients’ financial circumstances
- Dividends from individual shares can be a relatively stable source of income
- The most popular markets include the US stock market, Hong Kong stock market, China A- and B-shares stock markets, Singapore and Japan stock markets
- Apart from individual equities and derivative products such as warrants and callable bull / bear contracts, exchange-traded funds (ETFs) are also popular investment products in recent years. ETFs are similar to passively or actively managed funds and are also listed on the Hong Kong stock exchange
3. Bonds and Fixed-income Products
- Bonds are one of fixed-income products typically issued by companies or governments and funded by investors, which become creditors. The investors or bondholders are paid a fixed income regularly and get back their investments when the bonds reach their maturity date
- Fixed-income products are financial products which offer fixed interest rate, having differing maturities and issuers. They are designed to hedge against interest rate and exchange rate risks, they can reduce economic uncertainty, and they serve as risk-control tools in investment portfolios
4. Property Mortgage Referral
- A type of loan or financial option secured by a property and is one of the “secured loans”
- Provides flexible cash flow-related referral services