Our Advantages
Our Advantages
Our Advantages
1. Adopting discretionary portfolio management and Portfolio advisory . We provide the support, insights and guidance you need, from tactical wealth positioning to house views on equities in line with your interests and vision.We put clients' interests first and customise asset allocation solutions.
2. We operate our business with a long term vision across generations, not focusing on profit, and truly putting the "client first" .
3. "Balanced growth" is the core of the family office's investment philosophy, which aims to reduce risk and achieve long-term capital appreciation through a diversified investment portfolio.
4. Independent risk compliance management department to create investment returns and better manage intergenerational risks.
5.Efficiently connecting with overseas banks, insurance, trusts, law firms and other organisations to truly achieve a full range of service experience.
6.We not only care about the inheritance and investment goals of your family's wealth, but also assist your company in providing overseas services in Southeast Asia, helping you expand the Southeast Asian market faster.
Application of Portfolio Principle
Strategic Asset Allocation (SAA)
Tactical Asset Allocation (TAA)
