The cooperation of top experts for wealth abundance
Preferred Investment Advisors (H.K.) Ltd. is an asset management company licensed with the Securities and Futures Commission in Hong Kong for the regulated activity of asset management. We provide discretionary portfolio management services. We act as supervisor, in collaboration with the role of protector, of clients’ portfolios in famous private banks. We specialize in management of our clients’ portfolios for all transactions, with the use of a full range of private banking services and products for you to achieve the protection of wealth and the investment objective of capital appreciation.
External asset management services: we work with you and a famous private bank in a partnership formed through a limited power of attorney agreement. Through this agreement, our professional asset management team can manage your investment portfolio and provide a full range of private banking services and products as your designated asset management company. We are not subject to specific banking products or policies. According to your preferred asset allocation guidelines and risk appetite, we provide a full range of banking products for high net worth individuals to achieve the investment objectives of wealth abundance and capital appreciation.
You open and establish the accounts in private banks through a limited power of attorney agreement with Preferred. Your asset management company (Preferred) can manage your account portfolio on behalf of you but cannot dispose of or transfer any of your assets or cash.
Preferred will manage your money to meet the suitability of your needs. Based on your personal situation and financial market conditions, Preferred will discuss the planning program with you to decide appropriate investment products and investment strategies to implement your planning program.
The private bank will provide a comprehensive business platform for managing accounts and custodying your assets. To meet your unique needs, private bank accounts provide a global organization system to support and equip your asset management company, ensuring the investment performance of your assets can be optimum.
To be an independently operated asset management company, our core value is to meet our clients’ needs. As our management team members are also our Group’s shareholders, we have no short-term performance pressure but always stay loyal to our core values, designing the planning program for clients through objective analysis.
High net worth clients’ assets may be custodied in various banks, and clients may often need to make a lot of tedious investment decisions. Through assigning us as your independent asset manager, our management team will manage your assets across different platforms. We provide consolidated portfolio reports and are independent of any financial institution. We exhaust allegiance and wisdom for clients and avoid any conflict of interest in order to provide the total solution for asset management.
In cooperation with prominent private banks, our asset management services cover structured financing, policy financing, margin lending, trust planning and discretionary mandates. Through the trading and custody platforms of prominent private banks, we provide a full range of investment products.
Pick one and we'll take you to the right place.
Please enter your company address (@preferredfund.com).
That's not a company address — it must end with @preferredfund.com.
※ Domain check only for now; one-time passcodes will be enabled once the internal system goes live.
Client accounts, holdings and reports
In developmentWorking calendar system
