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

EAM 外部資產管理



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




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.