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

全權委託 Discretionary Portfolio

全權委託組合管理服務 



繼續我們專業卓越的服務,助您成就安穩豐盛的未來


360°全方位財富管理

透過紐約梅隆銀行,為您提供全球市場的接觸及投資者的保護


美國萬利理財提供全權委託組合管理服務,協助缺乏時間及市場資訊的客戶作出必要的投資決定。客戶可授權投資組合經理全權管理投資組合,運用理財的專業意見,以維繫客戶的最佳利益。投資組合經理將遵照客戶的投資目標、承受風險的程度、期望回報,代表客戶作出投資決定。


為何採用我們的全權委託組合管理服務?


- 專家管理:
萬利投資組合經理擁有專業的知識、技巧及經驗,由專家管理投資組合,可讓您放心委託


- 個人化方案:
為您度身訂做個人化的投資組合,深入分析您的整體財務狀況、投資目標、風險收益偏好等,滿足您的財務需要和目標


- 風險管理:
透過對沖技術廣泛分散您的投資組合,有效地使風險大減


- 節省時間:
把日常的資產管理工作委託予美國萬利投資專家,能節省您的寶貴時間,我們會以宏觀分析作出精明和理智的投資



Discretionary Portfolio Management Service

Continue our professional and excellent service to help you achieve a stable and prosperous future



With our discretionary Portfolio management service, you can delegate the daily management of your assets to our specialists, saving you time while ensuring professional supervision and active management of your fund portfolio.


Clients can authorize their portfolio managers to manage their account in full discretion and make investment decisions on behalf of the clients. Based on clients’ investment objectives, expected returns and risk appetite, our managers make investment decisions of clients’ best interest.


What are the benefits of our service?


- Professional management: 
Our fund managers with extensive knowledge, skills and experience provide you with professional portfolio management service, ensuring you a hassle-free life.


- Personalized solutions: 
With an in-depth analysis of your financial conditions, investment goals, preferences on risk and return, we will construct a tailor-made investment portfolio to fulfill your financial needs and objectives.


- Risk management: 
Our hedging techniques enable us to diversify the allocation of your asset, reducing the investment risk to minimal.


- Saving your time: 
Delegating your daily management of your assets to our fund managers saves your time and effort. Our specialists will carry out all necessary market research and analysis in order to manage your portfolio effectively.