Discretionary Account
Discretionary Account Management
We manage discretionary account for local and foreign institutions and high net worth individuals. As investment manager, we can provide tailored investment products to our investors through comprehensively understanding investor's demand and capability. Investment portfolios we recommend to investors are constructed based on the investment objective and demands of our investor with relatively flexible investment strategies. Relatively flexible investment strategies will allow us to capture more investment opportunities in the volatile market.

Our advantage lies in the fact that Hong Kong's financial market has very diversified investment products. It is an open financial market, and investors can freely invest in the global market.

Investment Products Include:
  • Global Equity, Fixed Income Products and Exchange-traded funds
  • Mutual Funds, Hedge Funds and Private Equity Funds
  • Commodities
  • Derivatives (Futures, Options, Warrants and CBBCs)
  • Structure Products
  • Foreign Currency
  • Other Over-the-Counter (OTC) Products