Products & Services

Our Capital Markets team forms a cornerstone of our expertise, positioning us as adept dealmakers for our clients. We specialize in facilitating access to diverse financing solutions, including debt, equity, and mezzanine capital, tailored to meet the unique needs of businesses through our funding sources from China and Southeast Asia. Leveraging our extensive network of institutional investors and high-net-worth individuals, our seasoned team orchestrates seamless financing strategies, ensuring optimal funding structures that drive growth and maximize our clients' values. With deep regional insights, we empower clients to navigate complex financial landscapes, securing the resources essential for their strategic ambitions.

Our elite discretionary account services provide bespoke financial management, ensuring personalized care and expert guidance to help you achieve your unique financial aspirations. No matter what your size of your investment is, there is always a better solution for your portfolio.

Need help on your MPF allocation? Want to check on your fund selection? Or just want our short term professional opinion? Our personalized Adhoc Advisory services deliver unique financial insights and strategies, crafted specifically to meet your individual requirements and help you reach your financial goals with expert care.

When constructing an AI neural network model and an ADAM GARCH (Adaptive Moment Estimation Generalized Autoregressive Conditional Heteroskedasticity)-optimized stock ETF portfolio, the research team first collects historical data for all available stock ETFs. This data includes explanatory factors such as price, trading volume, sector classification, asset size, expense ratios, and dividend yields. The team preprocesses this data to ensure quality and usability. Next, multilayer perceptron (MLP) and convolutional neural network (CNN) models designed by the team are employed to predict future returns for each ETF. These CNN models analyze preprocessed data to identify latent investment opportunities and market trends, generating predicted risk-return profiles for each ETF.

Based on these predictions, the team ranks all ETFs and selects the top performers with the highest forecasted returns as candidate securities. Key considerations include liquidity, expense ratios, sector diversification, and market trends to ensure portfolio robustness. Finally, the team analyzes correlations among selected ETFs to mitigate systemic risks and maintain diversified exposure. This methodology integrates AI-driven deep learning with financial data analytics, aiming to provide investors with a data-driven decision-making framework to achieve optimal risk-adjusted returns.

When constructing a global fixed-income ETF portfolio based on machine learning models and interest rate forecasting, the research team first focuses on collecting historical data across various fixed-income assets. This includes critical explanatory factors such as prices, trading volumes, interest rate trends, credit ratings, maturity dates, duration, expense ratios, and yields for government bonds, corporate bonds, high-yield bonds, and emerging market bonds. The team conducts rigorous quality checks and data normalization to ensure accuracy and reliability.

Leveraging time-series analysis and structural models tailored for interest rate change predictions, the team incorporates macroeconomic indicators such as inflation rates, GDP growth, and central bank policies. These models help quantify the impact of interest rate volatility on different fixed-income ETF categories and generate preliminary return forecasts for each ETF. Using these predictions, an optimization model evaluates risk-adjusted performance to select ETFs that demonstrate stability across varying interest rate environments as candidate securities.

Finally, the team refines the portfolio by analyzing securities based on duration, liquidity, expense ratios, and credit risk to ensure robustness. Stress tests are conducted to simulate portfolio performance under diverse economic scenarios, assessing potential risks and reinforcing diversification. This methodology integrates machine learning with fixed-income market expertise, providing investors with an interest rate risk-managed decision-making framework to achieve stable returns and effective risk control in global fixed-income markets.

Professionally Driven Multi-Strategy Portfolio Construction
The research team builds a global multi-strategy ETF portfolio anchored in "Market Cycle Insights** and "Historically Validated Strategies". By analyzing the long-term performance of private equity, long/short strategies, macro trading, merger arbitrage, and distressed debt, the team prioritizes ETFs that have demonstrated resilience during past market inflection points. For instance, merger arbitrage and distressed debt ETFs are emphasized during economic downturns to mitigate downside risks, while convertible arbitrage and event-driven strategies are allocated during recovery phases to capture rebound potential. Senior analysts dynamically adjust strategy weights based on leading economic indicators (e.g., manufacturing PMI, credit spreads) and policy shifts, rigorously evaluating liquidity, cost efficiency, and cross-strategy correlations to maintain a balance of offensive and defensive positioning across market environments.

Dynamic Rotation and Battle-Tested Risk Management
To navigate market volatility, the team employs an "Active Rotation Framework" that aligns strategy characteristics with market phases. For example, during inflationary or rising-rate regimes, exposure to macro strategies and commodity ETFs is increased to hedge against equity-bond drawdowns, while event-driven and private equity allocations are elevated in liquidity-rich environments to maximize structural opportunities. Concurrently, stress tests simulate extreme scenarios (e.g., 2008 liquidity crisis, 2022 aggressive rate hikes) to validate strategy robustness, complemented by diversified exposures (e.g., negative correlation between distressed debt and convertible arbitrage) to reduce tail risks. This approach integrates two decades of market experience with disciplined execution, aiming to limit losses during downturns while accelerating alpha generation in favorable conditions.

Our short sell option strategy leverages time decay as a key value contributor to enhance returns. By selling call options on securities we believe are overvalued, we generate income from the premiums received. As time progresses, the value of these options typically decreases due to time decay, allowing us to potentially buy them back at a lower price if the market moves in our favor. This strategy not only capitalizes on downward price movements but also benefits from the natural erosion of option value over time. We carefully select underlying assets and strike prices to manage risk effectively, employing rigorous risk management techniques to limit potential losses. By focusing on time decay, we aim to optimize our portfolio returns while providing our clients with a diversified investment approach.

Our option buy-write strategy involves purchasing a security and simultaneously selling call options on that security to generate additional income from the premiums received. This approach is effective in flat or moderately bullish markets, as it enhances returns while holding the underlying asset. This strategy balances income generation and capital appreciation, making it suitable for investors looking to enhance portfolio returns.

Comprehensive financial planning and risk management services designed to ensure long-term stability and profitability, safeguarding your company's financial health.

Expert organizational restructuring and process optimization to enhance operational efficiency, streamline workflows, and improve overall productivity.

Specialized leadership training and executive coaching programs aimed at building a strong management team, fostering effective leadership, and driving organizational success.

Professional secondment services for interim COO and CFO roles, providing expert leadership and support during transitional periods to maintain business continuity and strategic direction.