Wealth management

Our Advantages

  • Mature effective Swiss Mode

    • The independent wealth management/family office market has developed for 35 years in Switzerland. Switzerland's total market share exceeds 20% in the entire European wealth management market.
    • The effectiveness of Swiss Mode has been proved However,such mode is just in the budding stage in Asia and its market share is only 2-3%.

  • Solve the key problem – conflict of interests

    • The independent wealth management mode adopts a reasonable transparent charging mode to bring resources together. It solves the key problem of traditional modes – inconformity between customer and wealth management manager's interests.
    • Due to a radical change from "working for banks" to "serving customers",our services are more dedicated and effective.

  • Try to satisfy customers’ all demands

    • Connected with large institutions and professional service providers to provide professional and comprehensive "one-stop" services to serve customers'all demands
    • Think outside of the box to offer customers professional and objective views on wealth management,commercial financing,and family assets planning.

Business Framework