資產配置建議服務

Tailor made portfolio set up services

 財富管理部擁有強大的產品業務支援網路、持續創新的產品研發團隊以及嚴謹完善的產品上線審核流程。 通過開放式的產品平臺, 財富管理部為客戶提供涵蓋不同資產類別和行業領域的產品,努力為客戶提供"壹站式" 的產品服務。

 為客戶配置產品的過程,也是為客戶設計投資組合和完成資產配置的過程。 投資經理在充分瞭解客戶需求的基礎上,為客戶提供恰當的、個人化的投資建議。

1. 全球房地產投資組合

2. 私募股權投資組合

 承擔目前風險，追求更大回報？ 確保目前回報，規避投資風險？

外部資產管理

憑真知灼見及專業知識，助您增值財富

依據高端淨值資產客戶財務需求評估, 將資產全權委託協力廠商專業經理人投資管理, 獲得達致客戶預期最高效益的經營目標。

高端淨值資產客戶對全球開始配置資產、設立家族信託、規劃傳承財富方案的同時，就是進行外部資產管理，也就是尋找機構級的、具有專業資產管理實力的協力廠商投資經理作投資管理的最佳時機 。 

外部資產管理可以從家族資產情況、投資需求、風險偏好、傳承以及風險控制等多方面進行整體規劃。以客戶長期利益為優先，站在家族發展、財富延續的出發點，根據家族發展階段制定財富管理規劃，並陪伴財富家族實現長期的財富延續和傳承

Asset accumulation - with the insight and expertise of our experienced professional.

With a comprehensive range of products and business networks, continuous innovative research capabilities and strict product approval processes, we provide sophisticated investment products in various asset classes and business sectors. We aim to provide clients with a one-stop solution of products and services based on individual return expectations and risk exposure.

1. Global property  portfolio

2. Private equity portfolio

External asset management

Maximize the return on your current investment.

Fully authorize the third-party professional managers to invest and manage the assets of high-net-worth clients based on the clients’ financial needs assessment, and to achieve the business objective with maximum benefit expected by the clients.

EAM can make overall planning from multi aspects, including family assets, investment demands, risk preference, inheritance and risk control. Most importantly, private banking is performance-oriented while EAM takes clients’ long-term interest as first priority. The service period of private banking ends with the termination of single investment, but EAM will accompany the family for a long period of time.

Maximize the return on your current investment.