Discretionary Account


We strive to provide tailor-made investment portfolios services to you. Based on your investment objectives, risk appetite and expected return, our specialists manage your portfolio accordingly and independently to maximize your return under changing market conditions. 



Tailor-made Investment Portfolio

Develop your investment portfolio that meets your needs, risk tolerance and expected return.

Full Transparency

Detailed monthly statement shows all transactions, existing stock holdings and cash balance for your review.

Diversified Strategies

Your portfolio may include equities, bonds as well as derivatives in order to diversify your assets and reduce the risk.

Regular Review

We will review your investment portfolio regularly and fine tune the investment strategy to achieve your goals.