What we offer
Active and passive equity funds, index funds, and thematic portfolios tailored to client needs.
Bespoke investment portfolios designed for large institutions, balancing risk and return.
Efficient, low-impact block trading with strong liquidity management.
Full-process support for cross-border IPOs and SPOs, from valuation to investor relations.
Facilitating access to NYSE, NASDAQ, HKEX and other global markets.
Advisory for corporate financing, restructuring, and long-term capital strategy.
Equity & Fund Management
We provide both active and passive equity fund management, including index funds, thematic funds, and customized mandates. Our solutions ensure clients capture growth opportunities while maintaining risk-adjusted balance.
Step 01
Combining market-responsive active strategies with cost-efficient passive management to optimize outcomes.
Step 02
Offering index funds and sector-focused thematic strategies to match evolving client
Step 03
Designing bespoke equity portfolios aligned with client-specific objectives, risk tolerance, and long-term vision.
Institutional Custom Mandates
We design bespoke investment portfolios that align with the unique objectives of institutional clients. By balancing risk tolerance, regulatory requirements, and long-term strategies, we ensure that capital is deployed with precision and accountability.
Portfolios are structured to deliver consistent returns while respecting institutional risk frameworks.
Designed with adherence to global and local regulatory standards, ensuring institutional confidence.
Mandates incorporate growth objectives, liquidity needs, and sustainability goals for lasting impact.
Block Trading Execution
We deliver block trading services designed for institutional investors, hedge funds, and family offices. By focusing on liquidity management and minimizing market disruption, our execution ensures large-scale transactions are handled with precision and discretion.
Step 01
Access to deep pools of liquidity ensures smoother execution for large trades.
Step 02
Advanced strategies reduce price slippage and protect transaction value.
Step 03
Strong relationships with brokers and trading platforms enhance execution efficiency.
IPO & Secondary Offerings
We provide end-to-end IPO and SPO services, covering valuation, underwriting, pricing, roadshows, and investor relations. With expertise in cross-border and dual listings, we help companies expand financing channels and strengthen their capital structures.
Professional guidance on company valuation and offering structure to maximize capital efficiency.
From underwriting to investor outreach, we ensure seamless IPO and SPO processes.
Experience in dual listings and global exchange access including NYSE, NASDAQ, and HKEX.
Cross-Border Capital Access
We provide clients with seamless access to international exchanges including NYSE, NASDAQ, and HKEX. With expertise in dual listings and cross-border financing, we enable institutions and enterprises to expand their reach and secure capital on a global scale.
Supporting companies through multi-market listings to maximize visibility and investor access.
Direct access to NYSE, NASDAQ, HKEX and other leading financial hubs.
Structuring capital solutions that align with both local and international regulations.
