Meeting your every financial need, our wide variety of services is tailor-made for you.

Our investment services evolved through two different stages. Initially, it was our own in-house proprietary investment arm. We have been using our own capital to invest in private equity transaction on selective basis.

In August 2020, Hong Kong government established the Limited Partnership Fund Ordinance (Cap. 637) (“the Ordinance”) to foster the position of Hong Kong as a premier international asset and wealth management centre. This new limited partnership fund (“LPF”) regime enables private funds to be registered in the form of limited partnerships in Hong Kong. We have then taken advantage of this opportunity to broaden our investment activities through acting as a General Partner (“GP”) to set up a LPF, and inviting our clients to join our LPF as Limited Partners (“LPs”) to invest in selected private equity transactions.

Our investees over the years include:

- Polestar

- WeDoctor

- SenseTime

- Legend Holdings

Everyone’s needs are different. We work closely with our clients to pinpoint each of their financial needs from early life to retirement and everything in between. This ensures that each client is adequately cared for through tailor-made services unique to each individual client.

Smart financial planning is a must for anyone who wishes for a successful and healthy financial future. Through our decade’s worth of expertise, we can help you build towards just that

To effectively assist our clients in investments according to their own needs, our advisors provide strategic advice with forward-looking perspectives and professional knowledge.

Our state-of-the-art B2B online system allows our experts, including consultants, branch managers, branch administrators, main managers, main administrators, and main accountants, to run their daily operations and assist clients smoothly and effectively.

Planning one’s life is hard enough, which is why we’re here to help you plan one of the most important things in you and your family’s lives: personal insurance, which will help protect you and your loved ones from the unexpected.

Inside this dynamic investment market and with countless new funds released regularly, investment decisions may seem tough for some non-professional investors; however, they can authorize our portfolio managers to supervise their funds in an effective way, depending on their needs.

Identifying risks and managing them is essential for any financial endeavor. We offer top of the line financial risk management, to help you minimize risks or losses that may arise from uncertainties.