Capabilities
What we do
Custody, asset management, advisory, execution services, and vehicle structuring delivered with institutional controls.
Core capabilities
Five core capabilities that connect safekeeping, advice, execution, and structuring.
Safe custody
Segregated custody with top-tier banks and disciplined operational controls.
Assets
Client assets
Custody layer
CWB Hong Kong
Segregated·Independent·Controlled
Custodians
Top-tier custodian banks
Segregated custodyCustody & settlement setupGovernance & reporting
100%
Segregated custody
0
Proprietary risk
Selected custodians
BNY Mellon
DBS Bank
China Construction Bank
Asset management
Open-architecture access to public and private assets aligned to mandate and risk.
Asset classes
Equities & ETFsBonds & fixed incomeMoney market fundsForeign exchangeMutual fundsAlternative fundsOptions & futuresStructured productsEquities & ETFsBonds & fixed incomeMoney market fundsForeign exchangeMutual fundsAlternative fundsOptions & futuresStructured products
Investment advisory
Advisory aligned to objectives, governance, and cross-border realities.
Governance
Mandate alignment
Risk
Framework & controls
Cross-border
Multi-jurisdiction
Product & vehicle selectionGovernance alignmentCross-border advisory
SFC
Regulated
100%
Client aligned
Execution services
Execution across global markets with APAC coverage and controlled instruction workflows.
Brokerage network
Haitong Securities
BNY Pershing
DBS Vickers
Interactive Brokers
CGS International
CCB International
Market coverage
USUKEuropeHong KongChina Stock ConnectJapanTaiwanSingaporeMalaysiaIndiaIndonesiaEuroclearUSUKEuropeHong KongChina Stock ConnectJapanTaiwanSingaporeMalaysiaIndiaIndonesiaEuroclear
Local market accessCounterparty onboardingDiscreet execution
Vehicle structuring
Structuring for investment vehicles and holding entities across jurisdictions.
Trust
HoldCo
Investment vehicle
Client assets
Estate & succession planningTax-efficient structuringTrust setupIn coordination with specialist legal and tax advisers
Capabilities
Ready to speak?
Reach out for a confidential conversation about your custody and investment needs.