Investment Advisory

Investment Advisory

  • We provide independent financial advisory services to institutions and selected ultra-high-net-worth individuals (UHNWI).
  • Advising investors including institutional investors, family offices and corporates on their asset allocation and portfolio selection
  • Our backgrounds in investment banking, private equity and Big 4 accounting firms guarantee a best in class service

 

 

Assignment Examples:

1/ Advising a family group on asset allocation between public and private equity, and local and international markets. Following strategy definition, we would work top-down to determine the best selection of assets and further assist the family in executing the investments, in terms of class of instruments and timing of execution

2/ A family business has decided to invest in regional bonds, and they have asked us to make a shortlist according to a specific set of criteria. The selection is then monitored and revised on a regular basis as in line with the investor's strategy and needs.