Based on 20+ years of experience in asset allocation in China, we are able to identify new asset opportunities in each cycle, and through market-wide coverage and verified investment methodologies, we are able to help us optimize the selection of outstanding managers, and ultimately, through years of polished co-decision-making systematic services, we are able to achieve a more controllable portfolio for our clients with professional assistance.
◦ The most suitable portfolio plan for dividend allocation, and the validity of the plan has been verified through past performance.
◦ Coverage of all asset classes in the market and accumulation of 1,000+ managers’ information over time, ensuring that all market opportunities are visible to clients
◦ A user-friendly and ethical investment framework and methodology that enables clients to make more effective investment decisions.
◦ Transparent data support and analytical reports from weekly to monthly to help clients take better control of their own portfolios.

A family office needs to serve a wide range of family needs, and meeting each of those needs will drive up the annual operating costs of the family office. By outsourcing a portion of our assets to our investment team, which has more market experience and fuller market coverage, our clients can save money and achieve better results.

Clients have unique perceptions of the world, and these perceptions need to be translated into new and more affordable financial instruments in order to express their views. Clients express their views on the world through communication and discussion with our investment team, which has full asset coverage, to develop their specific investment solutions, so that the financial portfolio serves their thinking.