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As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was recently invited to Guangzhou, where he had the opportunity to speak with Chinese [...]

Two weeks ago, I was in Guangzhou again. Besides spending time with government officials, I had the opportunity to spend time with several Chinese financial institutions to share how advice [...]

The Case: Mr Wong, aged 58, owns a business that provides total instrumental and safety solutions for the Semiconductor, Pharmaceutical, and Oil & Gas sectors. After years of successful [...]

The MediShield Life Council recently concluded its 2024 review of our national health insurance scheme. Such reviews are scheduled every three years, but this cycle was delayed by a year due to [...]

Welcome back to part eight of this nine-part mini-series, “The Story of Our Clients’ Wealth Journey”, where we explore the wealth management journey of our clients. As Asia’s [...]

In the complex world of investing, the allure of generating “alpha”—the excess return over a benchmark index—has always been enticing. Many start their investment journeys aiming to [...]

Executive Summary  In September 2024, the stock market marked its first positive month in five years, largely due to a 50-basis point rate cut from the Federal Reserve (Fed) and stimulus [...]

As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors’ Global Advanced Conference. [...]

Since the late 90s, I have been to different parts of the US for work almost every year and I recently just returned from a near 2-week business trip to San Francisco, Dallas and Austin with [...]

As the 2024 US presidential election approaches, investors are grappling with uncertainty surrounding the potential outcomes and their implications for the financial markets. The political [...]