Hong Kong Family Office – Asset Management

Hong Kong Family Office – Asset Management
 
 
Starting point: USD 2 million or above
 
Features: Tailor-made investment portfolio for each customer
 
Operation model: The fund manager who is holding the No. 9 license of the Hong Kong Securities Regulatory Commission is authorized to operate in EAM mode under customer personal account in HK Private Bank.
 
 Choice of Management fee charge:
 
 (1) Regardless of profit or loss, it is charged at 1% of the net asset value of the account each year as a management fee;
 
or
 (2) Annual review, 25% of Net profit as a management fee;
 
 or
 (3) Annual review, maintaining the value of the principal as much as possible, the first 5% of the net profit is exempt from any management fees.  The net profit of 5% to 15% will be charged 60% as the management fee; the net profit of 15% or above will be charged 70% as the management fee.
 
 
Customers can choose either one of above charging methods according to own preference.  Thank you!
 
Please feel free to contact us if there is any enquiry. Thank you.
 
 
Note: Investment involves risks. Customers should carefully assess their own ability and risk tolerant before any decision made; if in doubt, customers are recommended to seek independent  professional advice.
 
 
The above data is for reference only. The Company reserves the right of final decision.