SERVICES
Why Choose Us?
Investment Advisory
Discretionary Portfolio Management
External Asset Management (EAM)
How to Use Family Office for Wealth Management
EAM Process
01 In-depth Understanding
We listen to our clients to understand and analyze their needs and goals.
04 Performance Review
We report account performance to clients on a regular basis, and will make recommendations for better performance.
02 Professional Advice
We provide advice on investment opportunities and methodology to cater the needs of each client.
03 Implementation
We help clients to select the most suitable solutions and keep clients updated with the implementations.
Client Centered
EAM Advantages
More Aligned with Interest of Clients
We focus on management fee and performance fee, which make us more aligned with clients’ interest in growing their asset size.
Tailor-made and Flexible Investment Strategy
Compared to pooled fund with pre-defined investment strategy, EAM can tailor for investment purpose of each client, and can adjust strategy upon clients’ request and discussion.
High Transparency
We are authorized to work on clients bank account, so clients can view the account details and trades being done from time to time.
Professional Team with Greater Independence
A team of investment professionals with extensive experience in global markets and multiple asset classes, who solely focus on clients’ risk and return requirements and the most suitable products for clients, without pressure from external factors such as sales target.
High Liquidity
Like an ordinary bank, clients can withdraw and deposit money anytime.
EAM Account Opening Workflow
