Asset Management
Asset Management Services
We will only deal with professional investors as defined under the Securities and Futures Ordinance (“SFO”) and the Securities and Futures (Professional Investor) Rules and its subsidiary legislation.
CWAM...
Fund Services
Fund set-up
With our expertise, we advise fund managers on the most appropriate structure, operation and domicile of their investment funds.
We assist you with fund incorporation and navigating the...
Fund Administration
Securities trade confirmation and settlement
Daily position and cash reconciliation between portfolio stock positions and third party records. Integration with major fund administrators or direct portal...
Front Office Support
Trader
The trader is responsible for calculating the number of securities to execute, placing and monitoring orders.
Analyst
The analyst is responsible for securities analysis and will...