Full-Spectrum Asset Allocation
Full-Spectrum
Asset Allocation
Our Commitment
Reliable Framework
Regulated by Hong Kong SFC (Type 1, 4 & 9 licenses), our team brings 20+ years of Hong Kong regulatory expertise with deep primary market experience, ensure dynamic monitoring process throughout the investment lifecycle to safeguard your assets.
High Transparency
Digital access to detailed portfolio reports, performance data and strategy adjustments through our platform seamlessly.
Tailored Services
We focus on risk tolerance, return expectations, and liquidity needs. We deliver personalized global asset allocation strategies, with each dedicated account managed by a specialist who conducts regular one-on-one reviews and adjustments, to ensure precise execution and ongoing optimization.
Diverse Product Selections
500+ Exclusive Asia partner for European and American private equity funds. Bridging institutional-grade investment products to Asian investors, empowering you to unlock investment limits and grasp scarce opportunities.
2600+ primary and secondary market funds available, including:
- Over 1,000 equity funds
- Over 700 fixed-income funds
- Over 80 alternative asset funds
(i.e. hedge fund, private equity) - Over 400 funds meeting Hong Kong CIES criteria
Covering 160 fund providers worldwide
Global Primary and Secondary Market Asset Allocation
Our investment philosophy on asset allocation focuses six major asset classes: Equity, Fixed Income, Cash and Cash Equivalents, Private Equity, Virtual Assets, and Real Estate Funds, constructing a dumbbell-shaped framework led by equity assets with alternative investments as growth drivers.
Adjust the allocation structure based on research reports from global top private banks. Ensure asset allocation adapts to market trend, maintain optimal risk-return balance, and continuously enhance stability and growth potential of the asset portfolio.
Investment TargetInvestment Target
Region Coverage
Region Coverage
Primary Market
Private Credit Funds (North America, APAC, Europe, Middle East)
Real Estate Funds (including regions like Japan)
Secondary Market
Global Allocation (USD, CNY, HKD)
Money Market Funds, Virtual Asset Funds, Bond Funds, Hedge Funds
Strategy Packages
- Package A - Income
- · Focus on primary and secondary markets with higher proportion of fixed income and dividend products
- · High liquidity
- · Low risk, stable returns
- Package B - Balance
- · Focus on primary and secondary markets with balanced proportion of equity and fixed income
- · Moderate liquidity
- · Moderate risk, balancing returns and growth
- Package C - Growth
- · Focus on primary and secondary markets with higher proportion in equity
- · Focus on primary and secondary markets with higher proportion in equity
- · Relatively low liquidity
- · Higher risk, pursuing capital appreciation
