Protecting and enhancing your wealth

Personalise your portfolio to diversify risk and maximise returns using different models, such as Income and Principal Preserved based model as well as Balanced and Capital Growth oriented model.

Revitalise your portfolios

Make the most of your assets to seize opportunities

• Net worth valuation and monetisation (bonds, marketable securities, unit trust, real estates and mortgages)
• Tailor-made corporate / personal lending and overdraft facilities
• Personal guarantees surrender and asset protection

Safeguard your assets*

Plan a smooth succession and manage your wealth for the next generation

• Asset protection advisory and family office trust planning
• Immigration advisory and tax planning
• Enterprise key man and personal term risk management advisory service
• Preventative healthcare planning
• Premium Financing of Universal Life Insurance Policy

Enjoying servicing where you need it

Take advantage of our China parentage to better meet your cross-border financial needs

• Cross-border banking services
• Personalised service provided by relationship manager across the border
• Priority services and banking privileges
• New opening of Private Banking Centre in Singapore with presence and knowledge of a key global market

Enrich your lifestyle

Widen your horizons through exposure to topics of interest to you

• Wine investment and appreciation events
• Art appreciation and collection activities
• Precious stone collecting and appreciation seminars
• Investment seminars and risk management education series with distinguished speakers
• A series of exclusive knowledge-based lifestyle events