{"id":42,"date":"2025-03-18T05:02:11","date_gmt":"2025-03-18T05:02:11","guid":{"rendered":"https:\/\/cwamhk.com\/?page_id=42"},"modified":"2025-09-04T15:30:39","modified_gmt":"2025-09-04T07:30:39","slug":"services","status":"publish","type":"page","link":"https:\/\/cwamhk.com\/en\/services","title":{"rendered":"Business"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"42\" class=\"elementor elementor-42\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6202cb0d e-flex e-con-boxed e-con e-parent\" data-id=\"6202cb0d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-169faa71 elementor-widget elementor-widget-text-editor\" data-id=\"169faa71\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"wp-block-cover is-light is-style-bottom-wave has-small-font-size\">\n<p><img fetchpriority=\"high\" decoding=\"async\" width=\"2560\" height=\"1696\" class=\"wp-block-cover__image-background wp-image-248\" src=\"https:\/\/cwamhk.com\/wp-content\/uploads\/2025\/03\/robynne-SdPSR-XC49U-unsplash-scaled.jpg\" alt=\"\" data-object-fit=\"cover\" srcset=\"https:\/\/cwamhk.com\/wp-content\/uploads\/2025\/03\/robynne-SdPSR-XC49U-unsplash-scaled.jpg 2560w, https:\/\/cwamhk.com\/wp-content\/uploads\/2025\/03\/robynne-SdPSR-XC49U-unsplash-300x199.jpg 300w, https:\/\/cwamhk.com\/wp-content\/uploads\/2025\/03\/robynne-SdPSR-XC49U-unsplash-1024x679.jpg 1024w, https:\/\/cwamhk.com\/wp-content\/uploads\/2025\/03\/robynne-SdPSR-XC49U-unsplash-768x509.jpg 768w, https:\/\/cwamhk.com\/wp-content\/uploads\/2025\/03\/robynne-SdPSR-XC49U-unsplash-1536x1018.jpg 1536w, https:\/\/cwamhk.com\/wp-content\/uploads\/2025\/03\/robynne-SdPSR-XC49U-unsplash-2048x1357.jpg 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<div class=\"wp-block-cover__inner-container\">\u00a0<\/div>\n<\/div>\n<p><!-- \/wp:cover --><\/p>\n<p><!-- wp:heading {\"textAlign\":\"left\",\"level\":5,\"style\":{\"typography\":{\"fontStyle\":\"normal\",\"fontWeight\":\"400\"},\"elements\":{\"link\":{\"color\":{\"text\":\"var:preset|color|vivid-red\"}}}},\"textColor\":\"vivid-red\",\"fontSize\":\"x-large\"} --><\/p>\n<h5 class=\"wp-block-heading has-text-align-left has-vivid-red-color has-text-color has-link-color has-x-large-font-size\" style=\"font-style: normal; font-weight: 400; padding-left: 15px;\"><strong>Asset Management services<\/strong><\/h5>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:paragraph {\"align\":\"left\",\"placeholder\":\"\u65b0\u589e\u529f\u80fd\u5167\u5bb9\"} --><\/p>\n<p class=\"has-text-align-justify\" style=\"padding-left: 20px; padding-right: 20px;\">CWAM will act as an investment manager to clients who are treated as professional investors under the Securities and Futures Ordinance (\u201cSFO\u201d).<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<p><!-- wp:list --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>We conducts asset management services in Hong Kong which will be carried out with full discretion.<\/li>\n<li>We will enter into an investment management agreement directly with the client.<\/li>\n<li>We can set up long \/ short fund, macro fund, fixed income fund, sector fund, etc. through SPC structure.<\/li>\n<li>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.<\/li>\n<li>Our discretionary account management service will cover primarily listed equities, unlisted securities, and equity related derivatives.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><\/p>\n<p>\u00a0<\/p>\n<p><!-- wp:heading {\"textAlign\":\"left\",\"level\":5,\"style\":{\"typography\":{\"fontStyle\":\"normal\",\"fontWeight\":\"400\"},\"elements\":{\"link\":{\"color\":{\"text\":\"var:preset|color|vivid-red\"}}}},\"textColor\":\"vivid-red\",\"fontSize\":\"x-large\"} --><\/p>\n<h5 class=\"wp-block-heading has-text-align-left has-vivid-red-color has-text-color has-link-color has-x-large-font-size\" style=\"font-style: normal; font-weight: 400; padding-left: 15px;\"><strong>Fund services<\/strong><\/h5>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:list --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>Advise fund managers on the most appropriate structure, operation and domicile of their investment funds<\/li>\n<li>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.<\/li>\n<li>CWAM liaise and coordinate with investment managers, legal counsel, prime broker, execution brokers, custodians and auditors to facilitate a smooth fund set-up<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><\/p>\n<p>\u00a0<\/p>\n<p><!-- wp:heading {\"textAlign\":\"left\",\"level\":5,\"style\":{\"typography\":{\"fontStyle\":\"normal\",\"fontWeight\":\"400\"},\"elements\":{\"link\":{\"color\":{\"text\":\"var:preset|color|vivid-red\"}}}},\"textColor\":\"vivid-red\",\"fontSize\":\"x-large\"} --><\/p>\n<h5 class=\"wp-block-heading has-text-align-left has-vivid-red-color has-text-color has-link-color has-x-large-font-size\" style=\"font-style: normal; font-weight: 400; padding-left: 15px;\"><strong>Investment advice<\/strong><\/h5>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:list --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>Assessment of investment\u2019s feasibility<\/li>\n<li>Review of their current investment holdings<\/li>\n<li>Preparation of reports on their holdings and investment risk analysis of positions held<\/li>\n<li>Investment ideas to add to their portfolios or recommendation to sell certain positions they may have<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><\/p>\n<p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>\u00a0 \u8cc7\u7522\u7ba1\u7406 \u4e2d\u9054\u8cc7\u7522\u7ba1\u7406\u4f5c\u70ba\u6295\u8cc7\u7d93\u7406\u70ba [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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