Financial Services - Hong Kong, Hong Kong Island, HK
The leading Cash Management and Hedging Solutions Provider for SMEs in Hong Kong. Specialized in Investment & Currency Management Solutions. Our mission: We use technology to deliver state of the art Systematic Investment and Currency Management Solutions to maximize net income, minimize costs while providing safety and transparency to the investor. We believe traditional financial services are at an inflection point and to address this our mission is to use technology to deliver high performance systematic investment and currency management solutions to maximize net income, minimize costs while providing safety and transparency to our clients. For investment clients, we build customized portfolios for investors based on their return objectives, risk profile, and theme preferences using our proprietary systematic process. We use our flagship portfolios as building blocks and integrate themes, sectors, and regional allocations. We believe a systematic process is fundamental in best practice investing in order to maximize growth and preserve capital. In today’s global world, currency risk is almost unavoidable. For those businesses, families and funds with foreign currency exposure, we design currency management solutions based on each clients’ unique context to protect them from foreign currency volatility & improve their profit margins. SFC Licence Type 4 & 9 – Advising on Securities & Asset Management CE: BLO527
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