Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.
We hold Australian Financial Service License (AFSL No. 505332) and to offer
Clients with wealth management, securities, funds management, derivatives and trustee services. Additionally, we are licensed in Hong Kong to offer wealth and funds management services.
Headquartered in Melbourne, Australia, our team extends across Sydney, Hong Kong, ensuring a broad and effective presence to meet our clients' diverse needs.