Wealth Planning

  1. Taxation

  2. Relocation

  3. Retirement

  4. Succession

  5. Philanthropy

Wealth Management

  1. Discretionary mandate

  2. Trade execution

  3. Structured products

  4. Alternative investments

  5. Cachet in-house funds

Wealth Faineancy

  1. Collateralized lending

  2. Mortgage/property financing

  3. Credit structuring

  4. Single stock lending

  5. Tailored financing

  6. Customised credit solutions

 
 

Share Pledge

Financing

Private Placement/

Block Trade

Structured

Financing

Asset-backed

Financing

Private Equities

Financing

 

Discretionary Portfolios

  • Portfolio construction based on client risk/return preferences

  • Dynamic management across banks and custodians

  • System-and-specialist-based risk monitoring

  • Tailored for investible assets of US$5 million

  • Multi-family office background facilitates connecting to other families and sources of wealth 

  • Private debt, bridge loan, and syndicate loan opportunities

Club Deals

  • Financial advisory practice expedites access to unique possibilities

  • Private equity unicorn and white knight opportunities

Exclusive investment opportunities

 

CACHET GROUP

28/F YF Life Tower,
33 Lockhart Road, Wanchai,

Hong Kong

T(HK): (852) 3579 2090

T(CN): (86) 150 1251 8130

F: (852) 3579 2089

Wechat ID: CACHETGROUP 

linkedin (1).png