Merchant Banking
As an independent firm, we provide a personalized alternative to traditional institutions, offering expertise and tailored solutions for families and entrepreneurs navigating generational transitions. Our services blend traditional banking with bespoke financial advisory and investment solutions to preserve wealth and build legacies. Holistic Wealth Management: Comprehensive advice, sophisticated portfolio management, and asset allocation tailored to family goals. Private Equity & Direct Investments: Exclusive opportunities aligned with wealth and business growth objectives. Technological Innovation: Partnerships with leading institutions to adopt new technologies and digital platforms, unlocking growth opportunities.
Outsourced Chief Investment Office
Our institutional-grade, fully digitized investment platform redefines portfolio management with a data-driven, value-based approach: Next-Generation Portfolio Construction: Custom, diversified portfolios built using a systematic framework, avoiding generic models or subjective forecasts. Global Value Database: Objective, forward-looking rankings of global capital markets across regions, asset classes, sectors, and investment factors. Predefined Strategies: Customizable, ETF-based model portfolios for growth, income, or preservation, designed for professional investors. Professional Allocator Tools: All-in-one digital platform for professional investors, family offices and pension plans, offering global idea generation, real-time optimization, and advanced risk management. Market-Implied Returns: Proprietary tool calculating expected returns without biased forecasts, relying on market signals. Enhanced Black-Litterman Model: Dynamic portfolio optimization incorporating real-time valuations and risk insights, moving beyond outdated rules like 60/40 allocations. Institutional-Grade Risk Analytics: Comprehensive stress testing, downside risk measurement, and probability-based risk management for clarity and control.
Private Markets
Turnkey Investment Solutions: We manage deal sourcing, due diligence, execution, and ongoing management for family offices, allowing focus on long-term goals without complex infrastructure. Connecting Capital & Expertise: We facilitate partnerships between family offices and startups, leveraging our networks to align investments with family goals, risk appetite, and legacy plans. Smart Co-Investing: Direct investment opportunities in private companies, startups, and real assets alongside our firm and other families, offering transparency, reduced fees, and risk mitigation through rigorous due diligence.
Vanessa is a senior wealth and financial service management professional with more than 25 years’ experience in the financial services industry. She worked at Royal Bank of Canada (RBC) for 17 years, including as Regional COO covering operations from front to back office. She was also Executive Director of RBC Wealth Management Hong Kong, before moving on to operations at asset management companies. She was the COO and RO of Cornerstone Asset Management Ltd (2018-19) and then Executive Director and RO of Genesis Investment Management Limited (2019-23). Vanessa has extensive management experience in operations, compliance, risks, credit, counterparty control, finance, IT, and client services. Fluent in English, Chinese (Mandarin and Cantonese) and Vietnamese, Vanessa holds a Master’s degree in Corporate Governance and Directorship from Baptist University in Hong Kong, and a BA in Public Administration from Murdoch University, Australia.