Consult Our Experts
Insurance
Insurance is a way to manage your risk. When you buy insurance, you get protection against unexpected financial losses. Whether it’s for your family, valuables or for yet another adventure - our goal is to make sure you can go out and live life to the max, without hesitation. By purchasing insurance, we can ensure family economic stability, reduce medical burden, reserve education funds, plan retirement funds, etc., make reasonable arrangements and planning for funds, and at the same time, ensure that assets can be ideally maintained and increased in value.
Investment
According to the individual situation and investment objectives of investors, the investment is allocated to different types of assets to improve the risk of the investment portfolio, optimize the assets regularly, use multiple channels to establish different credit maximization channels, establish stable long-term cash flows, and make full use Financing leverage and other effects.
IPO
Our experts provide professional services in the IPO process for both overseas or Hong Kong Stock Exchange (“HKEx”). We will deliver valuable insights to assist you to overcome the difficulties in the listing process. Our dedicated team of professionals specializing in IPOs can advise you as you think through the additional requirements and continuing obligations in advance, and can develop an appropriate plan to help ensure you’re able to own success at every turn.
Asset Allocation
Asset allocation is an investment strategy that aims to balance risk and reward by dividing a portfolio's assets according to an individual's goals, risk tolerance, and investment horizon. The assets classes fall into three broad categories: equities, fixed-income, and cash and equivalents.
External Asset Management (EAM)
External Asset Managers (EAMs) are also known as Independent Asset Managers (IAMs) or Financial Intermediaries (FIMs). Many bankers left private banks to make changes and work as individuals or in teams in order to better serve top-tier and high-net-worth clients. The client has full authority to entrust EAM to manage the “managed assets” kept in private banks. Investment decisions are made only for client’s financial benefits (not because of sales commission), EAM, as an asset manager, aims to build a long-term, independent, and complete partnerships with clients.
Private Banking
Private banking consists of personalized financial services and products offered to the high-net-worth individual (HNWI) clients of a retail bank or other financial institution. It includes a wide range of wealth management services, and all provided under one roof. Services include investing and portfolio management, tax services, insurance, and trust and estate planning.
Financing
Financing is the process of providing funds for business activities, making purchases or investing. It consists of debt and equity capital, which are used to carry out capital investments, make acquisitions, and generally support the business. Financing is a way to leverage the time value of money (TVM) to put future expected money flows to use for projects started today. Our services include mortgage, policy financing, loans and bonds.
Tax Accounting
Tax accounting focuses solely on those transactions that affect an entity's tax burden, and how those items relate to proper tax calculation and tax document preparation. It applies to everyone—individuals, businesses, corporations, and other entities. Even those who are exempt from paying taxes must participate in tax accounting. The purpose of tax accounting is to be able to track funds associated with individuals and entities. We provide our professional assistance in corporate and personal taxes filing and together with our intermediaries we also provide tax optimization strategy advice.
Study Overseas
We specialize in providing tailored study abroad advice to students throughout their academic journey. Our well-trained and experienced consultants will act in compliance with laws and regulations enacted in Australia, UK, New Zealand, USA, and Canada while carrying out their routine services.
Investment Immigration
We provide one-stop services allowing easy investment migration, such as offering free assessment and consultation services, assisting customers in application, and providing investment solutions. We also offer customized services to suit applicants' different needs, including offering personal investment account, providing personalized financial and investment services, issuing regular integrated account statements, and summiting investment reports required to the Immigration Department at a specified time every year.
Family Office
A family office helps manage the financial needs of a family in order to maximise investments, reduce complexity and handle the family’s personal affairs. It also addresses a range of challenges and needs including: protecting family wealth, managing investment risk, improving family cohesion and generation transition and Clarifying governance over how the family stewards its wealth.
Trust
Our trustees utilize their many years of experience in trust governance and operational excellence to manage a wide variety of trusts. Our qualified trustees can help ensure your assets are preserved, protected, and transferred as you intend. We actively listen to our clients, tailoring our service offerings to their individual requirements. We handle the legal responsibilities bestowed upon us to carry out the terms of the trust competently.
Corporate Training
We provide customized corporate training programs and consultancy services to meet the individual needs of an organization.Being a strategy consultant, we diagnose our clients' needs and help them achieve breakthrough results by providing them a world-class training programme. Contents and course materials of each customized corporate training program will be developed by our in-house advisors upon the receipt of your company's training needs and the participant group of participants' preliminary profile.
