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...

 

Registered Office

A Hong Kong company must have a registered office in Hong Kong. CWAM can provide startup space for new managers.

Our office is located in International Commerce Centre, a world class office located in Hong...

 

Investment advice

CWAM will give investment advice to clients under its type 4 license which will include the following services:

  • Assessment of investment’s feasibility
  • Review of their current investment...
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