Building and Sustaining Wealth
About Us
We are a self-managed, integrated family office based in Hong Kong.
Our dedicated team leverage internal and external resources with the objective of delivering investment solutions that are aligned with the family office priorities.
Our goal is to build and sustain wealth through diversification by optimising the risk and returns of the portfolio with investments evenly allocated in three main asset classes: Real-Estate, Fixed Income, and Equity.
We seek to maximise the benefits that Hong Kong offers as a leading business and financial hub to structure and manage a complex pool of investments and personal assets.
Real Estate
Our property investment portfolio is diversified geographically spread across North America, Europe, and Asia. These include: offices, industrial units, holiday homes, residential apartments, car parking spaces and retail shops.
The real-estate portfolio is structured through investment holding vehicles to help manage property in different jurisdictions, mitigate risk, reduce tax implications, and simplify divestments.
On large-scale investment or construction projects, we look to collaborate and co-invest with like-minded strategic investors.
Fixed Income
Our carefully tailored income-focused bond portfolio aims to provide above-average returns while balancing capital preservation and risk management.
In a post-Lehman & post-pandemic world which has caused ultra-low interest rates to persist, brought new complex bonds to market and significantly increased the risk in many business sectors, our preference is to allocate a significant amount of our fixed income exposure into selective bond funds to reduce the risk in single issuers and indirectly and strategically benefit from higher returns in non-investment grade securities. When considering single issuer debt, we strongly focus on sovereign borrowers, state-owned enterprises, and conglomerates.
We follow global monetary policy closely to actively manage interest-rate risk. We conduct our own extensive research and constantly monitor all other risks associated with bond investments, particularly credit risk.
Equity
Our focus is to invest in equities with a long-term perspective based on fundamentals. We specialise mainly in the US and HK stock markets with the goal of outperforming their main benchmarks. With stable income generated in our property and bond sectors, we favour taking some additional risk in equities, particularly in growth stocks. We conduct due diligence in the selection of individual securities following a classical bottom-up approach.
Philanthropy
We believe in ‘Dāna’ which refers to the form of generous giving that expects nothing in return.
We feel it is our moral duty to contribute to society by sharing and wishing others prosperity. The causes we support with great passion include: feeding the less fortunate, providing children with education, climate change initiatives, animal welfare and so much more.
Get in touch
26/F, Hong Kong Plaza,
188 Connaught Road West,
Sai Ying Pun,
Hong Kong