Wealth Management

Wealth Management

Our Expertise

The Company and its affiliates have extensive experience in wealth and asset management.

We seek to expand our co-investor network through partnering with, and offering niche investment opportunities to, high-net worth (HNW) clients and family offices. In particular, we believe that building relationships with multi-family offices and wealth management businesses will enable us to access prospective investors and expand our partnering opportunities.

In an effort to expand this strategy, The Group has invested in Heritage Family Office Ltd, a wealth management and advisory business led by a seasoned and trusted professional team. Heritage caters to ultra-HNW clients, seeking asset administration, consolidation and investment advice. Heritage also offers its clients access to exclusive proprietary co-investment opportunities.