We manage discretionary tailor-made portfolios for clients. Assets are held beneficially in the client’s own name with the client's choice of international bank and booked in the client's preferred jurisdiction. We provide investment management services to the client under a limited power of attorney.
Clients with managed accounts benefit from our investment ideas and strategies, company research and proprietary tools. Managed accounts typically have flexible global mandates with a distinct emphasis on Asia, consistent with our investment strategy and philosophy. Mandates can be tailored to fit a particular client’s requirements.
Managed accounts are available to institutions, family offices and high net worth individuals who qualify as Professional Investors under Hong Kong law, subject to a minimum level of assets under management of US$25 million.
Please contact us to receive further information