360 degree discretionary portfolio management
Our core services
Wealth Planning
Jurisdictional diversification
Structures and services related to tax, inheritance, asset protection and compliance
Access to our network of partners to provide full suite of wealth planning solutions
Investment Strategy
Portfolio performance reviews and consultation
Tailor-made proposals
Formulation of suitable investment mandate
Reporting
Get online statements and performance reports efficiently and securely.
Reporting across multiple banks.
Ongoing account monitoring and reviews
Investing
Hybrid investment process and methodology.
Research and investment strategies from multiple private banks
Discretionary investment organizer
Structure of the EAM model
Our core services
Bank Account Opening
A direct relationship established between client and one of our partner banks. HCAM assists the account opening procedures.
Mandate Management
HCAM manages, on a Discretionary basis, the investment mandate which is suitable for and agreed with the relevant client.
Limited Power of Attorney
Client gives HCAM a LPOA status of the account which allows us to buy and sell assets. Such LPOA status can be removed at client's discretion at any time.
Custodian
The banks acts as a custodian, while client still retains full ownership and control of their assets.
Monitoring & Balance
This tri-party relationship allows on-going checks and balance,keeping control of client's assets at all times. Custodian banks will provide reporting services.
Our strengths
Our core services
Our partners
Hope Chain Asset Management
After fact finding and need analysis.
Our Clients
Based on the team's knowledge and expertise in the industry.
We filter and recommend most suitable service provider to our clients.
Using Hope Chain Asset Management vs Direct to bank
Our core services
Using Hope Chain Asset Management
· Multiple providers to suit different needs
· Variety of products (avoid product pushing)
· Multiple research providers
· Two governing bodies meaning double protection for clients
Private banking and products
· Single provider
· Limited product range
· One governing body (HKMA)
Our Partners
