Services

Core Services

A complete view of our service scope, capabilities and product platform for ultra-high-net-worth clients.

Six Core Capabilities

Six Core Service Capabilities

Under “For Your Betterment”, we provide better wealth management solutions across every dimension of clients’ needs.

Better Multi-Account Management

Multi-jurisdiction account structures across Hong Kong, Singapore, Switzerland and other markets.

Better Private Banking Access

Private banking access aligned with asset size, risk preference and investment needs.

Better Service Quality

Dedicated service from a core team with 10+ years of industry experience.

Better Execution Flow

A single coordination window for efficient, transparent and compliant investment execution.

Better Resource Integration

Integrated investment, legal and tax solutions through global investment banks, funds and professional firms.

Better Product Platform

Market-wide selection and diversified “core-satellite” portfolios.

Integrated Solution

Four-Part Integrated Solution

We provide integrated wealth solutions for individuals, families, enterprises and society.

Services cover personal wealth needs, family succession planning, enterprise lifecycle financing and social value realisation.

Core tools include asset allocation, family trusts, corporate financing, cash-flow management, IPO advisory and charitable trusts.

Value-added non-financial services include premium lifestyle access, education resources, industrial connections and philanthropic projects.

Core Stable Assets

SFC-authorised funds, blue chips, government bonds, investment-grade bonds, money market funds and core REITs.

Satellite Growth Investments

Private equity, hedge funds, FOF/MOM, thematic funds, quantitative strategies, cross-border opportunities and Web3-related investments.

Cross-Border Services

Multi-currency accounts, cross-border allocation, CRS-related tax planning, Hong Kong identity support and offshore accounts.

Family and Enterprise Support

Family trust structures, corporate cash-flow management, share-backed financing, IPO advisory and governance consulting.

Product Platform

Full-Spectrum Product Platform

01

Core Stable Assets

Funds, blue chips, government bonds, investment-grade bonds, money market funds and core REITs.

02

Satellite Growth

Private equity, hedge funds, FOF/MOM, quantitative strategies, art and Web3-related investments.

03

Cross-Border Services

Multi-currency accounts, cross-border allocation, CRS tax planning, Hong Kong identity support and offshore accounts.

04

Family and Enterprise

Family trusts, corporate cash-flow, share-backed financing, IPO advisory, charitable trusts and family governance.