美國萬利理財是壹個全面的私人財富平臺，專為個人及企業提供世界級的金融服務。我們採用紐約銀行梅隆公司的結算及託管服務。所有財富戶口以客戶名義開設，並且直接由美國紐約梅隆銀行的全資附屬公司 Pershing LLC 以客戶個人身份託管。投資者的資產受到美國證券投資者資產保障公司( (SIPC) 及全球信譽良好的保險公司的保障。
1. 綜合理財戶口
在離岸戶口保障您的存款，同時享受股息及方便的服務。
這種戶口適用於各主要貨幣的存款，包括美元、港元、人民幣、英鎊、歐元、日元、澳元等。
2. 國富戶口 (傭金模式)
享受自主投資的樂趣。
國富戶口採取每次交易收取傭金的模式。讓您享受自主投資的樂趣，最適合中長線以及選擇靈活調動的投資者，或傾向每年作數次買賣的投資者。
3. 環宇匯升戶口 (免傭金模式)
提供專業的投資意見。
環宇匯升戶口採取免傭金收費模式，收取固定百分比的管理費及理財顧問費，不收取任何傭金。理財顧問費與客戶資產價值直接掛勾，從而把理財顧問與客戶之間的利益衝突減至最低，達致雙贏的局面，建立長遠合作關係。
· 與客戶建立長久互信的關係
· 把握每分每秒的機遇
· 提供更全面的投資建議
Provide global market access and secured investor protection through cooperation with renowned The Bank of New York Mellon.
Money Concepts Private Wealth Platform is a full-ranged wealth management platform for individuals and corporations who seek world class financial services. We utilize clearing and custodian services provided by The Bank of New York Mellon. All investments are segregated into individual client accounts under The Bank of New York Mellon. Investors’ assets are protected by Securities Investor Protection Corporation (SIPC) as well as globally reputable insurers.
1. Integrated Wealth Management Account
Secure your deposit in offshore account, while receiving dividends and maintaining convenient access to your money.
This account can cater deposits of multi-currencies, including major currencies such as USD, HKD, CNY, GBP, EUR, JPY, AUD, etc.
2. Wealth Investment Account (Commission-Based)
Enjoy the freedom of your own decisions.
The Wealth Investment Account is a commission-based account. Commission is charged whenever there is a transaction. It is best for those who enjoy the freedom of making own decisions. This is most suitable if you are inclined to only make a few investment changes during the year.
3. Wealth Advisory Account (Fee-based)
Stand close with clients’ benefit.
The Wealth Advisory Account is a Fee-Based account as a fixed percent of a Management Fee and an Advisor Fee. There will be no commission that will be charged. Advisors fee will be directly proportional to client's total asset value; therefore, conflict of interests between financial advisors and their clients could be minimized, resulting in a win-win situation for long term relationship.
· A Life-Long Relationship with clients
· Maximizes Wealth
· Comprehensive advice
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