Public
Market
Focusing on the mainstream strategies of the world's top-tier managers, we present clients with a full-time boutique shelf and provide services for asset allocation and discretionary portfolio management.
Our Guiding Principles

Client-Centric Approach

We prioritize our clients' interests, tailoring investment strategies to their objectives and delivering optimal solutions

Partnership

We value collaboration, work with the best investment managers, partners, and clients, and constantly grow our global network

Long-Term focus

We see wealth building as a long-term process, market fluctuations should not dictate investment decisions. Our approach centers on disciplined investing, aligning with clients' financial goals through strategic long-term planning.

Research

We rigorously research to spot opportunities and reduce risks, blending macroeconomic analysis and market trends to craft effective investment solutions.

Risk Management

We understand that managing risk is integral to successful asset management.Our advanced methods identify and mitigate risks, ensuring portfolios are diversified and market-resilient.

Product Selection Methodology

Quantitative Evaluation

Based on historical performance and risk profiles, we assess global funds for their key quantitative factors, and benchmark against industry peers.

  • Historical Performance and Risk Profiles
  • Quantitative Evaluation Methodology
  • Strategy/Track Benchmarks
Product Lines
  • Structured Products
  • Hedge Fund Selection
  • Mutual Fund Selection
  • Actively Managed Products
  • Customized Solutions
Structured Products
Slide image

Structured products are financial instruments that combine underlying assets (such as bonds and stocks) with financial derivatives (like options) to meet specific investor needs and provide a flexible return structure. We consistently introduce new products linking to a vast range of underlying assets that offer various protections, so that we can align with clients' risk preferences and return requirements.

Structured Products
Slide image

Structured products are financial instruments that combine underlying assets (such as bonds and stocks) with financial derivatives (like options) to meet specific investor needs and provide a flexible return structure. We consistently introduce new products linking to a vast range of underlying assets that offer various protections, so that we can align with clients' risk preferences and return requirements.

Structured Products
Slide image

Structured products are financial instruments that combine underlying assets (such as bonds and stocks) with financial derivatives (like options) to meet specific investor needs and provide a flexible return structure. We consistently introduce new products linking to a vast range of underlying assets that offer various protections, so that we can align with clients' risk preferences and return requirements.

Structured Products
Slide image

Structured products are financial instruments that combine underlying assets (such as bonds and stocks) with financial derivatives (like options) to meet specific investor needs and provide a flexible return structure. We consistently introduce new products linking to a vast range of underlying assets that offer various protections, so that we can align with clients' risk preferences and return requirements.

Structured Products
Slide image

Structured products are financial instruments that combine underlying assets (such as bonds and stocks) with financial derivatives (like options) to meet specific investor needs and provide a flexible return structure. We consistently introduce new products linking to a vast range of underlying assets that offer various protections, so that we can align with clients' risk preferences and return requirements.

Structured products are financial instruments that combine underlying assets (such as bonds and stocks) with financial derivatives (like options) to meet specific investor needs and provide a flexible return structure. We consistently introduce new products linking to a vast range of underlying assets that offer various protections, so that we can align with clients' risk preferences and return requirements.

Top Brands in Hedge Fund
Structured Product Issuers