Wealth Management
-
Most comprehensive independent wealth management platform in the region
-
Cachet-engineered investment products synonymous with superior investment returns and rigid risk management
-
Open architecture to access the best financial products in the market
-
Exclusive access to special investment opportunities
Family Wealth
Planning
Global Banking
Connections
Innovative Financing
Solution
Bespoke Investment
Advisory
Family Wealth Planning
Insurance advisory and trust services form indispensable core of family wealth planning.
Deep-dive into family situations to thoroughly comprehend financial necessity idiosyncrasies.
Systematic analysis of life, business, investments and aspirations to provide the most suitable strategies
Wealth Planning
-
Taxation
-
Relocation
-
Retirement
-
Succession
-
Philanthropy
Wealth Management
-
Discretionary mandate
-
Trade execution
-
Structured products
-
Alternative investments
-
Cachet in-house funds
Wealth Faineancy
-
Collateralized lending
-
Mortgage/property financing
-
Credit structuring
-
Single stock lending
-
Tailored financing
-
Customised credit solutions
Global Banking Connections
Inimitable relationships with the most prestigious banking institutions around the world
Option to establish overseas bank accounts, in major financial jurisdictions, from client’s own country and with competitive fee structures
Innovative Financing Solutions
Exceling in designing solutions to unlock intrinsic value of hard and illiquid assets
Experienced in managing the liquidity matters of ultra-wealthy families and individuals
5 major types of solutions:
Share Pledge
Financing
Private Placement/
Block Trade
Structured
Financing
Asset-backed
Financing
Private Equities
Financing
Financing Solution Cases
 |  |  |
|---|---|---|
 |  |
Bespoke Investment Advisory
primary types of investment advisory:
-
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
Discretionary Portfolios
-
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
Funds Offering
