We aim to deliver high quality strategic advices on choosing between products/solutions and offer asset allocation advice with a higher level of stability manner. We demonstrate excellence in all that we do. Our flexibility allows us to ensure customer satisfaction and we are confident that our strength and ability will guarantee the quality of our financial services and tailormade solutions. Two major scope of services are:

Provision of Wealth Management Services for ultra-high net-worth and high net-worth individuals and corporates which included discretionary accounts

Provision of a platform for setting up private label funds for clients and the introduction of funds for overseas fund houses who do not have a presence in Hong Kong to other private banks under Type 9 license.