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We actively listen to hear what you want to achieve and offer tailor-made wealth management solutions to help you pursue your financial goals and seize investment opportunities in a fast-changing world.
- 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.
- Account Diagnosis
Account diagnosis reports are tailored for you.
- Asset Allocation Proposal
We offer personalized solutions,designed to diversify your portfolio to meet your long- and short-term investment goals.
- Semi-monthly Macro Report
Uncover the latest on the markets with comprehensive macroeconomic data, and assist you to stay up to trend with key investment insights.Semi-monthly macro market highlights and fresh perspectives are illustrated with compelling charts to provide you with timely macro dynamics in equities, bonds, foreign exchange and the commodity markets.
- Quarterly Report
Review the previous quarter's asset performance and market movements in a shifting world.Access to our analysis and insights for the coming quarter in the fixed-income, equity and fund markets.