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Tailored Asset Allocation Solutions
  • STEP 1Demand Analysis

    Understand your investment horizon, risk preference, asset preference and liquidity preference etc.

  • STEP 2Bespoke Investment Solutions

    Offer customized investment strategies and solutions tailored to your risk profile, preferences and needs.

  • STEP 3Asset Allocation Strategies

    Build a diversified portfolio and select the investment strategy that matches your risk-return profile.

  • STEP 4Optimal Portfolio Selection

    Select the optimal portfolio to achieve the investment strategy.

  • STEP 5Portfolio Monitoring

    Assess whether risk, return targets and other indicators meet your requirements.

  • STEP 6Portfolio Review & Rebalance

    Regular account diagnosis and portfolio rebalancing.