美國萬利理財(香港)有限公司
Money Concepts (Hong Kong) Limited 

ASSET MGT 資產配置


資產配置建議服務


您現時的投資得到最大的回報嗎?



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"一站式的產品服務。


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?




Asset management 360 services


360° Holistic Approach


Whether you are adding to your existing managed investment program—or expanding into the advisory market for the first time—you can find a technology solution to fit your needs, regardless where you custody your assets.

Pershing's managed investments technology provides an intuitive, integrated and elegant experience that is designed to:

  • Deliver seamless accessibility for Advisor-Directed Accounts, Mutual Fund/Exchange-Traded Fund Wrap Accounts, Separately Managed Accounts and Unified Managed Accounts
  • Potentially improve efficiency, reduce expenses and grow revenue
  • Manage investors' needs from start to finish—from proposal to performance
  • Simplify the way advisors do business
  • Provide education, training and business intelligence resources



Powerful Features That Simplify Your Experience

Our technology frees advisors to focus on growing their business—and can help make your organization more competitive at attracting and retaining top talent. It offers:

  • Sales tools to enhance the investor experience with comprehensive, high-quality investment proposals featuring detailed analyses of current client portfolios
  • Tools for model management, block trading and rebalancing—allowing advisors to manage trades for hundreds of accounts with just a few clicks
  • Wealth reporting tools powered by our affiliate, Albridge Solutions, LLC , offering holistic views of client relationships
  • Business process management solutions—including account opening and maintenance workflow tools—integrated into common menu options, simplifying operational tasks and adding transparency
  • Portfolio analytics and research tools integrated within the proposal system and research center
  • Business intelligence and decision science tools—including book-of-business optics and key account data—offering actionable insights to help advisors grow their businesses, work more productively and manage risk




Tailor made portfolio set up services

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