Investing made easy
Step-by-step procedure
1. Initial Consultation: During our initial consultation, the focus is on understanding your unique needs, goals, and preferences. Your personal and financial situation are key components in creating a customized investment solution. Drawing from our expertise, we tailor our products and services to best suit your individual interests and meet your specific requirements.
2. Risk Profile Assessment: Your risk profile is determined in collaboration with your personal client advisor. Factors such as your risk tolerance, investment horizon, experience, and financial status are considered in developing your investment strategy. This analysis directly impacts the expected return, aiming to align your risk tolerance and investment timeframe with realistic profit targets.
3. Strategy Development and Model Selection: Together, we establish an investment strategy based on your objectives and requirements. Depending on your needs and financial standing, various personalized management models are available to you. We work with you to create a bespoke mandate tailored to your specific situation.
4. Implementation of Investment Goals: Our portfolio management team oversees the execution of your investment strategy, ensuring that your portfolio aligns with current market and economic conditions. The dynamic nature of the markets plays a crucial role in our investment approach.
5. Asset Supervision and Management: Our team of experts continuously monitors your assets, employing strict risk control measures. We provide detailed and transparent reports on the performance of your portfolio, keeping you informed about the progress of your investments.
2. Risk Profile Assessment: Your risk profile is determined in collaboration with your personal client advisor. Factors such as your risk tolerance, investment horizon, experience, and financial status are considered in developing your investment strategy. This analysis directly impacts the expected return, aiming to align your risk tolerance and investment timeframe with realistic profit targets.
3. Strategy Development and Model Selection: Together, we establish an investment strategy based on your objectives and requirements. Depending on your needs and financial standing, various personalized management models are available to you. We work with you to create a bespoke mandate tailored to your specific situation.
4. Implementation of Investment Goals: Our portfolio management team oversees the execution of your investment strategy, ensuring that your portfolio aligns with current market and economic conditions. The dynamic nature of the markets plays a crucial role in our investment approach.
5. Asset Supervision and Management: Our team of experts continuously monitors your assets, employing strict risk control measures. We provide detailed and transparent reports on the performance of your portfolio, keeping you informed about the progress of your investments.
📂 Application form download📂 Investment management agreementTo begin the investment process, please download the application form and submit it along with a copy of your passport or ID. Additionally, for verification purposes, please provide a utility bill as proof of address. You can upload the files to your personal account after completing the registration process.
We accept direct investments to our Fintech Business bank accounts, alternatively we may consider accept
Letter Credit, SBLC, BG, cryptocurrencies. |
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Portfolio Management Mandates
We take care of managing your portfolio as part of our comprehensive management solutions. Our approach is based on the investment strategy we agreed upon and our assessment of the current market conditions. You can rest easy knowing that everything is taken care of.
Under the "Aggressive Strategy" mandate, we provide a wide range of optimized investment solutions suitable for small investment amounts. Under the "Moderate Strategy" mandate, you can take advantage of our expertise in individual stocks. With the "Conservative Strategy" mandate, you can customize your portfolio to better meet your specific requirements. All investment options are offered in USD, SGD and HKD.
We are excited to create a customized management solution that aligns perfectly with your needs.
Under the "Aggressive Strategy" mandate, we provide a wide range of optimized investment solutions suitable for small investment amounts. Under the "Moderate Strategy" mandate, you can take advantage of our expertise in individual stocks. With the "Conservative Strategy" mandate, you can customize your portfolio to better meet your specific requirements. All investment options are offered in USD, SGD and HKD.
We are excited to create a customized management solution that aligns perfectly with your needs.
investment philosophy
At the heart of our investment philosophy is a deep understanding of the importance of having a clearly defined strategy. We believe that having a well-thought-out plan is essential for successful investing, as it allows us to navigate the complexities of the market with purpose and intention.
Furthermore, we recognize the value of constantly monitoring and analyzing market trends in order to make informed investment decisions. By staying up-to-date with the latest developments and constantly evaluating our options, we are able to adapt our strategies accordingly and seize opportunities as they arise.
In addition, we place a strong emphasis on responsible investing with a focus on sustainability. We believe that investing in companies that prioritize environmental, social, and governance factors not only contributes to a more sustainable future but also has the potential to deliver long-term financial returns.
Overall, by incorporating these three core elements of an entrepreneurial mindset into our investment approach, we strive to maximize returns for our clients while also making a positive impact on the world.
Furthermore, we recognize the value of constantly monitoring and analyzing market trends in order to make informed investment decisions. By staying up-to-date with the latest developments and constantly evaluating our options, we are able to adapt our strategies accordingly and seize opportunities as they arise.
In addition, we place a strong emphasis on responsible investing with a focus on sustainability. We believe that investing in companies that prioritize environmental, social, and governance factors not only contributes to a more sustainable future but also has the potential to deliver long-term financial returns.
Overall, by incorporating these three core elements of an entrepreneurial mindset into our investment approach, we strive to maximize returns for our clients while also making a positive impact on the world.
Advisory Mandates
By utilizing advisory solutions, you have the authority to make the ultimate investment decisions. Depending on your chosen investment strategy and our market analysis, we defer to your judgment when it comes to selecting investment opportunities.
Under the "Aggressive" mandate, your Relationship Manager will present you with comprehensive investment options and suggestions. They will leverage the expertise of our seasoned investment professionals to provide you with the best possible advice.
If you prefer direct access to our investment specialists for real-time market updates and recommendations, the "Moderate" mandate is the ideal choice for you.
With our "Conservative" advisory mandate, we broaden the scope of potential investments to include unconventional and alternative options in addition to traditional choices.
Under the "Aggressive" mandate, your Relationship Manager will present you with comprehensive investment options and suggestions. They will leverage the expertise of our seasoned investment professionals to provide you with the best possible advice.
If you prefer direct access to our investment specialists for real-time market updates and recommendations, the "Moderate" mandate is the ideal choice for you.
With our "Conservative" advisory mandate, we broaden the scope of potential investments to include unconventional and alternative options in addition to traditional choices.
Asset Classes and Financial Products
Our investment solutions are highly diversified across various asset classes, with a focus on equities and bonds as central portfolio components. We have a strong passion for the equity and commodities market and possess extensive expertise in analyzing ETF.
Furthermore, we also invest in hedge funds, commodities, and crypto assets as part of our alternative investment strategy. This approach aims to achieve a well-balanced risk profile that optimizes investment returns. In addition to traditional share and bond recommendations, we offer suggestions for alternative investments. If a specific opportunity is not available, our specialists are ready to analyze potential ideas and tailor an investment solution to meet your needs.
Furthermore, we also invest in hedge funds, commodities, and crypto assets as part of our alternative investment strategy. This approach aims to achieve a well-balanced risk profile that optimizes investment returns. In addition to traditional share and bond recommendations, we offer suggestions for alternative investments. If a specific opportunity is not available, our specialists are ready to analyze potential ideas and tailor an investment solution to meet your needs.
Declaration
DECLARATION
The information on this website is intended exclusively for qualified investors. By visiting the website you certify that you are a qualified investor and that you have read, understood and accepted the important information set out below.
Qualified investor: definition
Qualified investors within the meaning of Article 10 of the Swiss Federal Collective Investment Schemes Act of 23 June 2006 (“CISA”) and the Collective Investment Schemes Ordinance of 22 November 2006 (“CISO”) are essentially the following:
1. regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes as well as central banks
2. regulated insurance institutions
3. public entities and retirement benefits institutions with professional treasury operations.
4. companies with professional treasury operations.
5. investors who have concluded a written discretionary management agreement with a regulated financial intermediary pursuant to section 1 whom they have not notified in writing that they do not wish to be considered as qualified investors (no “opting out”);
6. Investors who have concluded a written discretionary management agreement with an independent asset manager whom they have not notified in writing that they do not wish to be considered as qualified investors (no “opting out”) and provided (i) the independent asset manager in its capacity as financial intermediary is governed by Article 2 para 3 (e) of the Anti-Money Laundering Act of 10 October 1997 (“AMLA”), (ii) the independent asset manager is governed by the code of conduct issued by a specific industry body, such code of conduct being recognized as the minimum standard by FINMA, and (iii) the discretionary management agreement complies with the standards of a specific industry body, such standards being recognized as the minimum standard by FINMA; or
7. high-net-worth individuals who have confirmed in writing to a financial intermediary pursuant to section 1, or to an independent asset manager that meets the requirements described in section 6, that they wish to be considered as qualified investors (“opting-in”) and that they (a) have the knowledge required to understand the risks of the investments based on their individual education and professional experience or based on comparable experience in the financial sector and hold assets of at least CHF 500,000, or (b) hold assets of at least CHF 5 million.
If you are an independent asset manager who fulfils the requirements of Article 3 para 2 (c) CISA, you certify hereby that you will use the information on this website that refers to investment funds not approved by FINMA exclusively for those of your clients that are considered as qualified investors within the meaning of Article 10 CISA.
The information on this website is intended exclusively for qualified investors. By visiting the website you certify that you are a qualified investor and that you have read, understood and accepted the important information set out below.
Qualified investor: definition
Qualified investors within the meaning of Article 10 of the Swiss Federal Collective Investment Schemes Act of 23 June 2006 (“CISA”) and the Collective Investment Schemes Ordinance of 22 November 2006 (“CISO”) are essentially the following:
1. regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes as well as central banks
2. regulated insurance institutions
3. public entities and retirement benefits institutions with professional treasury operations.
4. companies with professional treasury operations.
5. investors who have concluded a written discretionary management agreement with a regulated financial intermediary pursuant to section 1 whom they have not notified in writing that they do not wish to be considered as qualified investors (no “opting out”);
6. Investors who have concluded a written discretionary management agreement with an independent asset manager whom they have not notified in writing that they do not wish to be considered as qualified investors (no “opting out”) and provided (i) the independent asset manager in its capacity as financial intermediary is governed by Article 2 para 3 (e) of the Anti-Money Laundering Act of 10 October 1997 (“AMLA”), (ii) the independent asset manager is governed by the code of conduct issued by a specific industry body, such code of conduct being recognized as the minimum standard by FINMA, and (iii) the discretionary management agreement complies with the standards of a specific industry body, such standards being recognized as the minimum standard by FINMA; or
7. high-net-worth individuals who have confirmed in writing to a financial intermediary pursuant to section 1, or to an independent asset manager that meets the requirements described in section 6, that they wish to be considered as qualified investors (“opting-in”) and that they (a) have the knowledge required to understand the risks of the investments based on their individual education and professional experience or based on comparable experience in the financial sector and hold assets of at least CHF 500,000, or (b) hold assets of at least CHF 5 million.
If you are an independent asset manager who fulfils the requirements of Article 3 para 2 (c) CISA, you certify hereby that you will use the information on this website that refers to investment funds not approved by FINMA exclusively for those of your clients that are considered as qualified investors within the meaning of Article 10 CISA.
Discretionary mandate
By entrusting us with a discretionary mandate, you can take advantage of our expertise as professional asset managers. This allows you to delegate individual decision-making tasks and gives you more time to relax and savor life.
