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Discretionary Managed Accounts
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Institutional Sub-Advisor
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Financial & Wealth Advisor
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Currently we offer several lines of fee-only investment solutions:

Discretionary Managed Accounts

Institutional Sub-Advisor

Financial & Wealth Advisor

We provide investment advisory and asset management solutions to:

Private Individuals: High net-worth individuals, growing middle-class professionals and foreign expatriates working in the Greater China region.

Financial Institutions: Bank and thrift institutions, public and private funds, investment companies & partnerships.

Pensions: Pensions, Union Funds, Long-term disability trusts, Profit-sharing plans, Corporate retirement schemes and Mandatory Provident Funds.

Foundations & Trusts: For-profit and nonprofit organizations, Personal or Family Trusts, Estate Trusts.

Others: public and private business enterprises.


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