Wealth Management
We offer strategic investment planning and portfolio management to help you grow and preserve your wealth.
Our experts tailor solutions based on your risk tolerance, goals, and market conditions.
Portfolio offered:
Fixed Income Fund
Private Equity Fund
Multi Currencies Fund
Private Mandate
Financial Planning
From retirement planning to tax optimization, our advisors create customized plans that align with your long-term financial objectives.
Services including:
Elder Care Plan
Annuity Plan
Education Plan
Insurance & Risk Management
Protect yourself, your family, and your businesses with our comprehensive insurance solutions, including General, life, health, and property coverage. Onshore and offshore.
Services including:
- Onshore Life Insurance
- Offshore Life Insurance
- Insurance Wrapper
- General Insurance
- Fire Risk Insurance
- Business Risk Insurance
- Directors & Officers Insurance
- Motor Insurance
- Employee Benefit Insurance
- Personal Accident Insurance
- Personal Liability Insurance
Estate Planning
Ensure your assets are distributed according to your wishes with well-structured wills and trusts.
If you own a business, we help structure a succession plan to ensure a smooth transition to heirs, partners, or key stakeholders.
Services including:
- Will writing
- Living Trust
- Business Succession Plan
- Offshore Trust and Foundation Set up
- Mini-Family Office