Global Markets
Coordination of investment account arrangements across relevant markets and jurisdictions.
OUR SERVICES
Wealth Management
Wealth within a trust structure.
01A STRUCTURED PERSPECTIVE
The asset. The account. The longer term.
We coordinate asset holding and administration through relevant financial institutions and custodians, within the terms of the trust and account arrangements.
Service availability depends on client eligibility, jurisdiction, account arrangements and applicable regulatory requirements. Certain services are restricted to Professional Investors under Hong Kong’s Securities and Futures Ordinance (Cap. 571).
EXPLORE THE TOPICS
02MARKETS & INSTRUMENTS
Public Securities
Listed equities and IPO access through relevant financial institutions and account arrangements.
Funds
Mutual funds and exchange-traded funds, subject to availability and client eligibility.
Bonds
Fixed-income instruments within the applicable account and custody framework.
Money Market
Money-market instruments for short-term liquidity needs within the trust structure.
Structured Products
For Professional Investors only, subject to eligibility and the terms and risks of each product.
Cash Management
Cash and fixed-deposit arrangements coordinated with the structure’s liquidity requirements.
This information is not an investment recommendation. Investments involve risk; returns and principal protection are not guaranteed.
Risk & feesLET’S TALK