Business Areas
Wealth Management
Offering asset management services optimized to the investment goals of individual and HNW customers as well as institutions and their owners
Wealth Management / Bespoke Global Wealth Management
Family Office / SNI / WM / Corporate Finance Centers
Tailored global wealth management consulting provided by our expert advisory group
Specialized consulting for UHNW* individuals (taxation, real estate, family business succession, etc.)
Integrated solutions tailored to each growth stage of our corporate clients
- Market situation, investing strategy
- Global financial market analysis and comprehensive investment strategy development
- Balancing asset allocation strategy-based portfolios to customer propensities
- Tips on market-leading global companies and rising financial products
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Tax and accounting
- Tax reduction planning through customer status analysis
- business succession, bequeathal/bestowal planning
- Assessing foreign tax risks and advising on solution
- Law
- Advising on corporate banking (IPO, M&A etc.)
- Seminar support for corporate banking, corporate law and etc.
- Advising legal on personal assets
- Real estate
- Planning optimal leasing and management of real state assets
- Appraising assets before sale or in-vestment and advising on asset trade
- Development feasibility analysis for idle assets
