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Financial & Wealth Advisor
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In addition to our asset management services, we also offer financial advices and plannings to individuals and institutions on issues ranging from pension, retirement, estate, taxation and investments to their related structures and products.

As oppose to the traditional single-advisor structure where one client is typically advised by one financial advisor. We have created a parallel system where every client would retain and be advised by two dedicated and qualified financial experts: a Financial Consultant and a Portfolio Manager. 

The Financial Consultant will focus on the personal and family financial planning in regard to retirement, estate, tax and other miscellaneous planning.  The Portfolio Manager will provide dedicated investment management and exclusive investment insights for clients.  Additional in-house and external support would also be available and provided in the areas of legal, accounting and banking, should the client desires. 

 

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