Services

Managed Account

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Our managed account service manages a client’s account(s) with authorized discretion to meet his/her objectives and profile, and also handles some investment management issues, such as screening investment advices from broker(s).

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Investment Advisory

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Our investment advisory service works with client’s broker(s) to generate investment ideas to meet the client’s objectives and profile, e.g. risk and return, special requirements.

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For more details, please contact us.