About
PASSION. EXPERIENCE.
TRUSTWORTHY.
About Us
Our team has always been working in the financial industry which reflects our passion for what we are doing.
We were from Private Banking, where the responsibility of our roles lies in taking charge of our client’s portfolio. We provide them with our professional advice aiding them with their investment decisions and manages their wealth.
Our founders, Mr Tsao and Mr Hsia set up the asset management firm in 2018 to eliminate the multi layers and functions which are present in banks. They believe in a one-stop hassle free yet reliable solution for clients who are looking for professional service to oversee their wealth. For our firm, we don’t just value our clients for entrusting their wealth with us. They are our partner and contributes a big part to our firm’s success.
Our Vision
We are here to be your trustworthy independent financial partner. To build a long-term relationship with you. Together, we will partner to work on steadily growing and preserving your wealth. After all, our vision stems from who we are and what we do best. We will gain your trust, tap on our team’s vast experience and putting our passion to servicing you.
Our Team
Position
John Doe
Position
John Doe