Customer Support
400-18-95538/ 3979 2890（Hong Kong）
Focusing on customer needs, creating a full range of personalized wealth management services for high net worth customers
Understand your needs
Our financial advisers listen carefully to your wealth management needs and goals.
Personal Risk Preference Analysis
Our financial advisor will analyze your investment profile to help you establish your wealth management concept.
Personal Risk Preference Analysis
The financial advisor will help you to lock in your investment direction based on your risk level.
Formulate investment strategy
The financial advisor will design the most suitable investment plan for you based on your portfolio configuration and risk profile. By designing and screening the products, we help you meet your overseas asset allocation requirements
Implement the investment plan
Financial advisors will make investment instructions under the agreement plan
Reporting and follow-up
The financial advisers will regularly report on your investment status and conduct timely portfolio optimization.
We help you to select the world's leading investment products, high-quality insurance products and stable fixed income products, in order to achieve a variety of combinations of risk and return of your asset allocation.
Leveraging the platform of Zhongtai Securities Research Team and Zhongtai Financial International research platform, A-shares and Hong Kong stocks are connected. Deep and professional analysis of equity, bond, macro and strategic can fully support your investment strategy.
You can use the iFast platform to conveniently and quickly select and invest funds and bond products. Fund companies enjoy a good reputation and focus on Asia, Europe, the United States, technology, bonds and alternative investments on our platform.
We can assist you in tailoring the best fund portfolio based on your investment objectives through numerous funds on this platform.
Numerous partners are international insurance companies. We provide you with personalized products based on your request and preference. we can provide large-value insurance policies, life insurance and other insurance products and services. Comprehensive follow-up services will be offered to you from the insurance consulting to the claims process, in order toprovide you with a comfortable signing environment and medical environment.
Based on your family financial situation and specific needs, we construct the family trust's to help you get more return.With the inheritance tax, the improvement of the system of property registration, transfer system reform and foreign exchange control,family trust will gradually become an important tool for wealth inheritance for high net worth clients.
