外部資產管理 (EAM)

憑真知灼見及專業知識，助您增值財富

我們與多家私人銀行合作，以優化外部資產管理 (EAM) 服務。私人銀行繼續擔任客戶資產的保管人並提供交易平臺，而我們致力於 EAM 的專業團隊與我們的內部投資專家協調您的需求，以制定度身定造的有效投資方案。

為什麼選擇外部資產管理人？

客戶資產可以安全地存放在客戶所心儀的私人銀行。外部資產管理人將專註於為客戶提供獨立的投資建議服務，以最大化客戶當前投資的回報。我們的客戶關係經理將定期與客戶會面，以審查客戶的投資組合並設計合適的投資建議委託。

External asset management (EAM)

Maximize the return on your current investment.

We part with a number of private banks to empower the External asset management (EAM) services. The private bank continues to act as custodian of the client’s assets and provides the trading platform,   our team of professionals dedicated to EAM coordinates your needs with our in-house experts to find tailored and effective solutions.

Why Choose an External Asset Manager?

Client assets can be safely kept at the private bank chosen by the client. External Asset Manager will concentrate on provide independent investment advice services to clients to maximize the return on client’s current investment. Our relationship manager will maintain regular meetings to review the portfolio of client and design the suitable advisory mandate.