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Asset Management services
CWAM will act as an investment manager to clients who are treated as professional investors under the Securities and Futures Ordinance (“SFO”).
- We conducts asset management services in Hong Kong which will be carried out with full discretion.
- We will enter into an investment management agreement directly with the client.
- We can set up long / short fund, macro fund, fixed income fund, sector fund, etc. through SPC structure.
- We will manage assets listed globally across all assets classes with a predominantly Asian focus and with a specific focus on Chinese Mainland and Hong Kong.
- Our discretionary account management service will cover primarily listed equities, unlisted securities, and equity related derivatives.
Fund services
- Advise fund managers on the most appropriate structure, operation and domicile of their investment funds
- We will assist you with fund incorporation and navigating the regulatory approval process. CWAM ensure that the fund prospectus and supporting documentation are in compliance with the appropriate regulatory environment.
- CWAM liaise and coordinate with investment managers, legal counsel, prime broker, execution brokers, custodians and auditors to facilitate a smooth fund set-up
Investment advice
- Assessment of investment’s feasibility
- Review of their current investment holdings
- Preparation of reports on their holdings and investment risk analysis of positions held
- Investment ideas to add to their portfolios or recommendation to sell certain positions they may have
Our Best Team
Our team has many years of experience in asset management. We are dedicated to providing you with high-quality asset management services, ensuring your safety and satisfaction.
Competitive
The research team of CWAM has been constantly tracking onshore and offshore macro-economy and industry sectors.
Set up its high efficient and effective research system, which provides strong support for prudent and efficient investment strategy of CWAM.
Investment Philosophy
Since the inception of Central Wealth Asset Management’s private funds, we have issued a number of products, and the scale of management has grown rapidly, which has brought stable and safe benefits to investors and has been recognized by the market.
We will strive for the greatest return on investment for our clients and strive to be the leading asset management company in the Asia Pacific region based on the investment philosophy of achieving sustained and stable over-benchmark returns, while avoiding excessive risks.