Services
Wealth Management
- Tapping on global resources and local insights, we provide best-in-class products and services to our HNWIs in China and the Asia-Pacific, including private bank account management, investment management, trust and inheritance planning and more.
![](/static/home/images/ywbkboxBg1.png)
![1697699913175739.png 微信截图_20231019151638.png](/ueditor/php/upload/image/20231019/1697699913175739.png)
Asset Management
- As an external asset manager, we can provide clients with opportunities to invest in both traditional and alternative assets including equities, fixed income, structured products, private equity funds and other assets.
![](/ueditor/php/upload/image/20230714/1689300043144686.jpg)
Family Office
- With a client-centric approach, our comprehensive services include establishing family offices, legal and tax advisory, health management and overseas medical services, education planning, and concierge services.
![](/ueditor/php/upload/image/20230714/1689300448555993.jpg)
Fintech
- Driven by digitalization, we developed a client-oriented interactive App “Fargo Technology”, integrating instant messaging, multi-custodian, live trade, convenient transfer, real-time data, customized reports, and family office services, and etc. This innovative solution addresses the inefficiencies of traditional wealth management, offering a seamless blend of efficiency and security.
![](/ueditor/php/upload/image/20230901/1693548660664327.png)