FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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A WEALTH OF SOLUTIONS

We offer a range of investment solutions to cater for a wide range of clients’ needs. 

The Compass Portfolios

The Compass Portfolios (sometimes referred to as ‘managed solutions’) are managed by our experienced portfolio managers, who take care of both fund selection and asset allocation on your behalf. This enables you to spend more time on your clients’ financial planning needs.

Researched Range

Our Researched Range brings together the expertise of leading global fund managers from well-known high quality asset management brands. The range offers you and your clients funds across all the major asset classes and geographical regions at attractive prices. The funds and fund managers in this range are constantly monitored by our experts to ensure they perform as expected and continue to meet our high standards. You can use these funds to build your own portfolios so that you manage the asset allocation while outsourcing manager research to us.

SelfSelect

For investors who would prefer a broader choice of investments, our SelfSelect range gives you access to hundreds of funds from leading fund groups. The range is continually enhanced to ensure it provides plenty of choice.

Financial Adviser Verification

The content of this site is not for the use of Hong Kong investors, however it does provide you (Hong Kong investors) with a secure customer login.