About Us

Core Value

Our Vision

Being a professional independent 3rd-party asset manager, we are committed to assisting clients to create wealth by looking for stable investment opportunities in different markets.

Promises to client

We promise to put the best interests of clients at our first priority. Being responsible for our fiduciary duties to clients, we have been providing with clients our professional services with capable, skillful and fair, providing above-average investment return and would not bear too much risks.

Our Competitiveness

Excellent Market Analysis

By employing self-developed software/applications to accurately capture the market trends, we have been analyzing different investment markets and looking for some investment opportunities with lower correlation with other investment options.

Non-traditional Investment Strategy Model

We strives for our clients to earn stable investment returns by regularly adjusting the fund allocations in different assets.

Professional Team

The professional team has very fruitful experiences in managing assets in practices for clients and has been creating long-term wealth accumulation for our clients.

Professional Team

Principal Investment Director / Fund Manager, Dr. Raymond LEE

Dr. Raymond LEE has nearly 30 years of investment experiences. He has ever worked in Credit Suisse First Boston (CSFB), managing more than US$100 million for the bank and its clients. Dr. Raymond LEE has ever been the visiting professor of the Graduated School of the People’s Bank of China (PBoC).

Professional Qualifications

Ph.D. in Global Investments
M.Phil. in Accountancy and Law
M.Phil. in Economics and Finance
B.B.A. (Hons) in Finance
Certified International Financial Advisor
Certified International Sales Advisor
Member of the Hong Kong Securities and Investment Institute (MHKSI)
Fellow, Chartered Financial Practitioner (FChFP)
Fellow, Certified Practitioner Economist (FCPE)

Experienced Management Team

The management team nearly 30 years of practical experiences in managing client’s assets, focusing on wealth management for high net worth clients. By adopting different dynamic asset allocation strategies via our self-developed software/applications to accurately capture the market trends, we strive for clients to earn long-term stable investment returns.