Services
External asset management

For EAM services, we work as professional investment managers to help clients entrust their assets in their own names or the names of wholly controlled companies to foreign private banks or investment banks in Hong Kong, Singapore, Switzerland and Liechtenstein, helping clients manage their assets and meet their objectives.


Our partners include top private banks, investment banks and securities brokers across the globe, including UBS, Credit Suisse, Morgan Stanley, Goldman Sachs, BNP Paribas, Citi, Julius Baer, EFG Bank, Nomura, BOS (Bank of Singapore), DBS, Deutsche Bank, LGT Bank, VP Bank, Leonteq Securities, Vontobel, CICC (HK), CCBI (CCB International), CMBI (CMB International), BOCI (BOC International) and Huatai Financial Holdings.

EAM is distinguished from traditional private banking because it is independent from the financial system. Accordingly, its interests are consistent with those of its clients. Professional, highly experienced relationship managers will identify our clients' needs and investment attributes in order to provide the most suitable asset-management suggestions and solutions.


The essential structure of EAM is trilateral: Clients trust EAM to conduct the discretionary oversight of assets under management placed at private banks (or securities brokers), while private banks serve as the asset protectors and recorders so as to ensure that clients' assets are safe and sound within the existing framework. Thus, EAM can effectively oversee the assets under management and tailor its services to meet client needs.

  • Professional research and suggestions
  • Expert management of the investment portfolio
  • Maximum returns
  • Lower cost
  • Centralized portfolio services
  • Round-the-clock support
  • Comprehensive integration reports
  • A suite of private banking services