What is Asset and Wealth Management ?
When growing family and corporate wealth, we believe in looking at the big picture. This means looking at what your wealth is now and what it might be. Great investment advice and strategy don’t exist in a vacuum.
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Our service takes into account all your financial needs, from wealth planning to investing to succession planning. We call this your total wealth solution.
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To suit strategic investment objectives and different risk appetite, we offer personalised asset and wealth management solutions covering investing, financing and succession planning to high net worth individual, family office and corporation.
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We are ready to assist you in creating sustainable financial growth and preserving your legacy.
Investment Portfolio​​
We provide access and entry to different marktes and strategies, so that you can diversify your portfolio based on sector, asset class and market volatility.
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With a defined strategy and agile portfolio management style, your investment portfolio will be managed to achieve optimum return according to risk tolerance and the parameter set.
Cash Fund Management
Cash management solution that offers safety of capital, yield enhancement, regular income stream, convenience, liquidity and tax advantage to corporate investors.
Fund Investment Portfolio
Choice of global funds from fixed income, bonds, balanced and equity asset classes to meet your risk-return expectations and evolving investment need.
Alternative Investments​
Real Estate, Infrastructure,
Private Equity and Venture Capital Fund will allow you access to unique opportunities and gain exposure in alternative markets.
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Insurance Planning​
About
Life Insurance has been the proven and most effective funding mechanism
for many wealth investments and succession planning.
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Life Insurance is able to fit into many situations
of the family and business needs, such as:
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Liquidity planning
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Asset protection
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Estate equalisation
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Debt protection
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Wealth Enhancement by swapping hard asset.
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Funding mechanism for a share sale agreement.
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Key Employee(s) protection and retention plan.
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Whatever the situation, we can assist to assess the needs and the types of wealth solutions be it an onshore or offshore life insurance policy.
Family Office
Family Office is an office that is set up to provide wealth management solutions to a particular high net-worth family.
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Family wealth holding structure, administration of complex wealth, consolidation of assets with consistent performance management and investment strategies, philanthropic services, tax and legal services, trusteeship or protectorship and risk management are part of the offering depending on the need of the family.
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A Family Office further facilitates the organization of concierge services, coordinate insurance solutions, manage the family private jet or yacht, investing in private equity, managing real estate and even managing the family business.
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A core function of the Family Office is to effectively transfer established wealth across generations while acting as an inter-generational touchstone for the family’s collective values and heritage.