Strategic Objective战略目标

Three principles, one pursuit 三大原则,一以贯之

Long-termism, professionalism, and independence — the operating values behind every investment decision we make for our clients. 长期、专业、独立——这是我们为客户所作的每一个投资决策背后的价值准则。

Sydney harbour skyline at golden hour
Australia anchored澳洲根基

Global allocation, local discipline.全球配置,本地纪律。

AURegulated base监管基础 CNClient network客户网络 USMarket access市场通道
01 Strategic Positioning战略定位

The specialized platform for the global Chinese. 专注服务全球华人的首选资产管理平台。

Become a specialized asset management platform focused on serving — and preferred by — the global Chinese community. 致力于成为专注服务全球华人的首选专业资产管理服务平台。

02 Service Positioning服务定位

Capture opportunity. Build generational wealth. 捕捉全球机会,传承家族财富。

Capture global investment and development opportunities — providing customized service across asset growth, next-generation career development, and the orderly inheritance of wealth. 捕捉全球投资机会和发展机会,为我们投资人的资产保值增值、子女职业发展和财富有序传承提供定制化服务。

03 Investment Values投资价值观

Long-term. Professional. Independent. 长期。专业。独立。

The three values that govern every research call, every allocation, and every client conversation — without exception. 贯穿每一次研究判断、每一项资产配置和每一次客户对话的三项原则,恒久不变。

Products & Services产品与服务

A full-spectrum platform for the global allocation of Chinese wealth. 为全球华人提供全方位的资产配置平台。

01 / FOF

Fund of FundFOF 基金中基金

Hand-picked global managers, diversified by region, asset, and strategy — so client wealth is always allocated to the best of the moment. 精选全球优秀基金管理人与不同策略产品,跨地域、跨资产、跨管理人、跨策略分散,使客户财富始终配置在当下最优的环境中。

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02 / Direct Investment

Direct Investment直接投资

Focused access to capital markets, real estate, and star-level innovation projects across the U.S., China, and Australia. 专注于美国、中国和澳洲的资本市场、房地产市场和明星创新项目,为客户提供独一无二的机会与回报。

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03 / Credit

Credit Services信贷服务

Mortgage and commercial-loan brokerage for the Australian real-estate market. 为澳洲房地产市场及其他商业贷款提供专业的信贷中介服务。

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04 / Education & Immigration

Education & Immigration教育与移民

Advisory across the major advanced economies — drawing on the team's global alumni network — for our investors and their stakeholders. 依托管理团队的全球校友网络,为投资客户的利益相关人提供在全球主要发达国家和地区的教育咨询与移民规划咨询服务。

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05 / Career

Career Development职业发展

Professional-development advisory, employer selection, and ongoing support — powered by our team's network across Australia, the U.S., and China. 依托管理团队在澳洲、美国和中国的业务资源,为投资客户的利益相关人提供职业发展咨询、目标公司筛选与后续扶持指导。

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30yrs
Average team experience across three financial markets. 管理团队在三大金融市场的平均从业年限。
AU · CN · US澳洲 · 中国 · 美国
¥40B400亿
Accumulated assets under management, in RMB. 累计资产管理规模(人民币)。
Cumulative AUM累计管理规模
3
Core markets where we research, allocate, and operate. 我们研究、配置与运营的三大核心市场。
Global presence全球布局
Begin the conversation开启对话

Global wealth, built with conviction. 稳筑全球财富,始于深度对话。

Contact the team 联系团队