Way of working

• Our client advisors will understand your specific situation, recommend suitable investment solutions and show you how to make full use of our global advantages and high-speed service expertise. We will provide you with comprehensive wealth management solutions. Tens of thousands of investment experts from around the world provide uninterrupted support to help you achieve your goals successfully. You can rest assured that your wealth will be carefully managed by professionals.
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We focus on your needs as the core of your personal wealth strategy.

• Step 1: Understand

  Your client advisor translates your needs and concerns into realistic financial goals and provides comprehensive investment advice that complies with regulatory requirements and market conditions.

• Step 2: Proposal

  Your Account Advisor is the bridge between our many products and services, and will work with you to develop a financial strategy to achieve your goals.

• Step 3: Agreement and Implementation

  Once you agree with our proposal, we will start implementing the solution.

• Step 4: Review

  At your request, your client advisor will continue to monitor your investment portfolio and you can consider adjusting your personal wealth strategy if the market or your personal situation changes.