Capabilities
What we do
Custody, asset management, advisory, and execution services delivered with institutional caliber quality.
Core capabilities
Core capabilities that connect safekeeping, advice, and execution.
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
Asset management
Open-architecture access to public and private assets aligned to mandate and risk.
Asset classes
Equities & ETFsBonds & fixed incomeMoney market fundsForeign exchangeMutual fundsAlternativesOptions & futuresStructured productsEquities & ETFsBonds & fixed incomeMoney market fundsForeign exchangeMutual fundsAlternativesOptions & 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
Execution services
Execution across global markets with APAC coverage and controlled instruction workflows.
Brokerage network
Haitong Securities
BNY Pershing
DBS Vickers
CGS International
CCB International
China CITIC Bank International
Market coverage
USUKEuropeHong KongChina Stock ConnectJapanTaiwanSingaporeMalaysiaIndiaIndonesiaUSUKEuropeHong KongChina Stock ConnectJapanTaiwanSingaporeMalaysiaIndiaIndonesia
Local market accessCounterparty onboardingDiscreet execution
SFC
Regulated
100%
Client aligned
Capabilities
Ready to speak?
Reach out for a confidential conversation about your custody and investment needs.