What We Do
Asset Management
- Selective individual solutions could be offered on standalone basis, or clients can engage us via our EAM platform for Bespoke Portfolio Management service for our most comprehensive offerings
- We continually develop/search for investment solutions, both in-house as well as 3rd party, that fit our macro views with superior risk/return characteristics and divergent alpha sources
Strategic Advisory
- Our Advisory Board comprises of seasoned professionals in all necessary aspects in the entire wealth management life cycle
- We have lots of practical experiences working with UHNW families across generations, helping them to formulate and execute plans that facilitate succession and wealth planning
PWA Trust
- PWA Trust offers an unique one-stop wealth structuring experience for the purpose of family wealth protection and transmission
- Our experienced wealth engineering and trust advisory team takes on a global view of assets to address personal concerns.
