External advisor to domestic and foreign institutions

Portfolio manager and research provider working with institutional asset managers and foreign monetary authorities.

Monetary policy, interest rates and currency analysis

Identify portfolio impacts from central bank policy decisions and developments in the interest rates, currency and risk asset markets.


Training client staff on identifying market catalysts, instrument behaviors, asset correlations, as well as investment frameworks.

The supreme quality for leadership is unquestionably integrity. Without it, no real success is possible, no matter whether it is on a section gang, a football field, in an army, or in an office.

Dwight D. Eisenhower

Services in English, Mandarin or Cantonese.

Our services are available in multiple languages (simplified Chinese, traditional Chinese, and English). Clients in Asia are welcome to meet our associates at Two International Finance Centre, Hong Kong.

Our expertise