What We Do
We are a boutique private wealth manager, providing bespoke wealth & investment management, as well as estate planning services to individual, family and corporate clients, based in: Vietnam, Hong Kong, Singapore and throughout Southeast Asia. Our duties to clients include: writing financial plans, international asset allocation, investment analysis, family succession planning, research & trading. We manage portfolios through: stand-alone managed accounts, international tax-beneficial accounts, trusts, pensions, as well as corporate benefit plans. Additionally, facilitate execution services on 100+ stock exchanges through our Global Trader platform.
We use the following tools when servicing our clients: online trading platforms, mutual funds, exchange-traded funds, direct equity investments, commodity futures, private equity investments, global real estate, assurance bonds, trusts, pensions, offshore bank accounts as well as property, which allows us to tailor an investment structure to the specific needs of a client.
Behind the Name
The company name was inspired by Tenzing Norgay, the Nepalese-born Indian Sherpa mountaineer. Among the most famous mountain climbers in history, he was one of the first two individuals known to reach the summit of Mount Everest, which he accomplished with Edmund Hillary on 29 May 1953.
It has been a long road … From a mountain coolie, a bearer of loads, to a wearer of a coat with rows of medals who is carried about in planes and worries about income tax ” – Tenzing Norgay