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Business Profile

Business Profile

The business are carried on through Central Wealth Asset Management Limited (Central Wealth Asset Management). Central Wealth Asset Management (CWAM) was founded in 2017. Currently, it holds Hong Kong securities No.4 (advising on securities) and No.9 (asset management) licenses, with business covering asset management services, fund services and investment .advice.

1. Asset management services:

CWAM will act as an investment manager to clients who are treated as professional investors under the Securities and Futures Ordinance (“SFO”).

  • CWAM conducts asset management services in Hong Kong which will be carried out with full discretion.
  • CWAM will enter into an investment management agreement directly with the client.
  • CWAM can set up long / short fund, macro fund, fixed income fund, sector fund, etc. through SPC structure.
  • CWAM will manage assets listed globally across all assets classes with a predominantly Asian focus and with a specific focus on Chinese Mainland and Hong Kong.
  • Our discretionary account management service will cover primarily listed equities, unlisted securities, and equity related derivatives.

2. Fund services:

  • CWAM advise fund managers on the most appropriate structure, operation and domicile of their investment funds.
  • CWAM assist you with fund incorporation and navigating the regulatory approval process. CWAM ensure that the fund prospectus and supporting documentation are in compliance with the appropriate regulatory environment.
  • CWAM liaise and coordinate with investment managers, legal counsel, prime broker, execution brokers, custodians and auditors to facilitate a smooth fund set-up.

3. Investment .advice:

  • Assessment of investment’s feasibility
  • Review of their current investment holdings
  • Preparation of reports on their holdings and investment risk analysis of positions held
  • Investment ideas to add to their portfolios or recommendation to sell certain positions they may have