Designated Relationship Manager
Our dedicated relationship manager will help closely managing your wealth. You can communicate swiftly with your designated relationship manager through phone, instant messaging or email so that your needs can be attended to in a timely manner.
Customized Portfolio Analysis
Our professional specialist team will customize periodic analysis report on your personal portfolio from the prospective of asset allocation, market sectors research, macroeconomic analysis and investment products features. We deliver professional advice tailored to your financial objectives.
We will assist you to capture market opportunities by keeping you ahead of the investment market development and professional advice on the related impact on your portfolio.
We offer exclusive privileges to enhance your status. You can enjoy special value-added services and various service charge waivers. You will be offered priority enrollment to investment conference and seminars as well as special thematic events.
Our Investment and Wealth Management Centers at convenient locations can provide you with extra comfort and privacy in managing your wealth together with your professional relationship manager .