05 / Services

Cross-border resource coordination

Offshore allocation · identity planning · medical, education, property

Offshore allocation, identity planning and premium lifestyle services under one team, so cross-border matters are settled and advanced in one place.

Offshore asset allocation

Insurance portfolio

Large life paired with savings and cross-border medical, covering succession, growth and health.

Offshore bonds

Chinese USD bonds, European bonds, emerging-market sovereigns and more, with research focused on investment-grade credit and structural opportunities.

Overseas real estate

Property allocation in markets such as Japan, Singapore and Australia.

Offshore trust

Bespoke trust products for ultra-high-net-worth clients.

Securities & investment services

Opening offshore investment channels through the Hong Kong platform

HK securities accountsHK/US IPO subscriptionsBond tradingOTC optionsDerivativesCross-border investingAlternative investments

Family & lifestyle services

From identity, education and medical care to practical matters — coordinated together

Study abroadGlobal propertyOverseas immigrationPremium medicalImage managementHong Kong accountsBusiness registrationAccounting & taxLegal services

Access to exclusive resources

Long-standing partnerships unlock scarce resources usually out of reach

Fine dining eventsConcert ticketsLuxury cars & watchesPrivate jetsYachtsHotel bookingAirport transfers & chartersSecurityFine dining

Cross-border resources depend on partner institutions and actual circumstances; this page is descriptive.

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