To us, security is about both protection and trust. The foundation of our offering is the commitment to sincerely do the right thing for your money, and that means keeping it secure and never taking advantage of it. We promise to keep your money safe and deliver services that are in the best interest of you and your wealth. It’s not too good to be true; it’s what wealth management should be.
We're licensed to conduct business in Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activities under SFC for both retail and professional investors. We comply with the strictest international capital, compliance, auditing, and reporting requirements and follow the SFC guidelines.
We built and manage a secure server infrastructure that protects your data. Regular whitebox and blackbox testing ensure that cyber attacks wouldn’t compromise our multi-layered defense mechanism. Our systems are hosted on Amazon Web Services and monitored 24/7 with intrusion detection systems and other security measures to safeguard your data.
We require you to set up two-factor authentication (2-FA) when creating your account. When you log in from a new device or update your account, 2-FA will require you to enter a One-Time Password (OTP) sent via SMS.
You’ll always receive email notifications for your records for every transfer and withdrawal. And, for your security, any suspicious transfers will be automatically flagged for investigation.
Your deposits first go to a Citibank N.A., Hong Kong Branch client asset account. Then, your purchased securities go to a custodian account through Saxo Capital Markets. Even in an unlikely bankruptcy event, any money held in a trust or custodian account can’t be touched, as it belongs to you – not to us. The funds we use for our operations are in a completely separate bank account from your money.
Our founders and management have decades of relevant experience building businesses effectively and honestly, as well as successfully managing billions of dollars in global funds.
Those who have invested in our operations have dedicated their careers to growing financial institutions, with the likes of Citibank and Fidelity.
Our management, development, operations, compliance, marketing, and client engagement teams all work together in-house.
Adjust your risk exposure whenever you want with no minimum balance, no lock-up, and just 0.2% to 0.8% in an all-inclusive management fee. Learn about how we invest.
We’ll intelligently manage your risk exposure with our all-inclusive annual management fee of just 0.2% to 0.8% as you retire faster than your banker. Learn more about retirement planning.