Private Bank Service
Private Bank Service
We provide clients with a premium one-stop private banking service. Leveraging our wealth of experience and expertise, our private banking client service team, comprising investment advisors and wealth consultants, will tailor products and services based on the needs of clients and their families to comprehensively fulfill their diverse financial requirements. We adopt an asset allocation philosophy and approach to assist clients in constructing and dynamically managing their product portfolios. This primarily includes cash management, fixed income, equity investments, alternative investments, and family trusts.
One-stop private banking services
We provide clients with a premium one-stop private banking service. Leveraging our wealth of experience and expertise, our private banking client service team, comprising investment advisors and wealth consultants, will tailor products and services based on the needs of clients and their families to comprehensively fulfill their diverse financial requirements. We adopt an asset allocation philosophy and approach to assist clients in constructing and dynamically managing their product portfolios. This primarily includes cash management, fixed income, equity investments, alternative investments, and family trusts.
One-stop private banking services
The key distinct ion between the EAM model and the traditional private banking model is that the EAM model operates independently from the financial system. In this model, the interests of the EAM are aligned with those of the client. Experienced client managers, familiar with the client's needs and investment profile, provide the most suitable asset management advice and solutions.
The basic structure of the EAM private banking service platform is a tripartite relationship, where the client fully entrusts the EAM to manage their "managed assets" held at the private bank (or brokerage). The private bank serves as the custodian and record-keeper, ensuring the client's assets are secure and reliable within the established system. The EAM, on the other hand, focuses on the management of the "managed assets" and the customized services for the client. In this model, the selection of investment products is not driven by sales performance, but rather by an independent, long-term, and comprehensive partnership. The EAM is both the asset manager for the client and a partner who meets the client's expectations. This close-knit EAM structure fully aligns with the client's desire to both protect and grow their family assets.
EAM Management Model
The key distinct ion between the EAM model and the traditional private banking model is that the EAM model operates independently from the financial system. In this model, the interests of the EAM are aligned with those of the client. Experienced client managers, familiar with the client's needs and investment profile, provide the most suitable asset management advice and solutions.
The basic structure of the EAM private banking service platform is a tripartite relationship, where the client fully entrusts the EAM to manage their "managed assets" held at the private bank (or brokerage). The private bank serves as the custodian and record-keeper, ensuring the client's assets are secure and reliable within the established system. The EAM, on the other hand, focuses on the management of the "managed assets" and the customized services for the client. In this model, the selection of investment products is not driven by sales performance, but rather by an independent, long-term, and comprehensive partnership. The EAM is both the asset manager for the client and a partner who meets the client's expectations. This close-knit EAM structure fully aligns with the client's desire to both protect and grow their family assets.
EAM Management Model