• High ratios of referrals from clients, more than 85% of the clients are referred by recent clients;
  • The first financial company to disclose all charges, including commission income to clients;
  • Pioneer in providing “Discretionary Account” services through IFA channels, and we do not adopt” High to High Basis” in calculating investment performance fee;
  • One of the few external asset managers outsourced by BOC International;
  • Self establishment of a large fund database & unique computerized transaction analysis for tracking of funds; and
  • Weekly portfolio report & regular free investment seminar for clients.
  • Was awarded the Outstanding Brand Awards 2010 by Economic Digest.