Services

Wealth Management

We provide our clients investment products across all major asset classes, including but not limited to insurance, real estate properties, (private) equities, fixed income products, mutual funds, ETFs and hedge funds. We also offer wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to individuals, families and small businesses.

Market Research

We offer in-depth market research, valuation services, advanced data analytics and investment recommendations across multiple products and transactions, such as (private) equities, real estate properties, fixed income products, foreign exchange rates, financial derivatives, securitized products, IPO and M&A.

Investment Banking

We develop solutions for our clients on IPO and M&A deals. We offer strategic advice on capital raising, deal negotiation, risk management, valuation and deal execution. We also work with other world-class investment banks to provide the most comprehensive services to our clients.