Services

Managed Account

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).

Investment Advisory

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.

For more details, please contact us.