OUR PRIORITY

YOU

YOUR DEDICATED TEAM OF INDEPENDENT ASSET MANAGERS

OUR PRIORITY

YOU

YOUR DEDICATED TEAM OF INDEPENDENT ASSET MANAGERS

THE ASSET MANAGERS THAT
MEASURE SUCCESS IN HAPPINESS

We deeply believe that, as Asset Managers, we are accountable ONLY to our clients. We are your team and we measure our success in happiness. Happiness for you as a client, but also happiness for our employees and partners. More broadly, we also strive towards happiness for our planet and the communities that live there, by actively engaging in CSR projects that aim to create a more sustainable, ethical and inclusive world.

GUIDED BY TRANSPARENCY

We give you advice based on your situation and the market, not based on our own short term benefit.

INSPIRED BY INNOVATION

We constantly seek to apply new technology and innovative ways to help everyone in our industry grow.

DRIVEN BY RESPONSIBILITY

We are responsible for our actions and we encourage all parties to do the same.

DO YOU WANT A MORE DELIGHTFUL WEALTH MANAGEMENT EXPERIENCE?

OUR APPROACH
TO WEALTH MANAGEMENT

We are blessed to have earned our clients’ trust and their unfailing support, allowing us to redefine a holistic wealth management experience by creating value for them in our journey in the Independent Asset Management space.

A GROWING NETWORK OF INDEPENDENT ASSET MANAGERS

We share our know-how, remain open minded and focus on value creation in this financial ecosystem.

100% OF OUR CLIENTS ARE HAPPY!

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– Mr Tang, CEO of Lorem Ipsum

YOUR TEAM OF INDEPENDENT ASSET MANAGERS

We are here to help

Aloysius Lee

Co-founder, Chief Executive Officer

Les Chin

Co-Founder