Main business section

Core Services

1. Diversified asset allocation

a. Covering mainstream asset classes such as stocks, bonds, and alternative investments worldwide

b. Dynamically adjust the proportion of stocks and bonds (flexible allocation of 30% -70%)

c. ESG Responsibility Investment Special Account Management

2. Customized investment strategy

a. Risk preference classification (conservative/balanced/aggressive)

b. Target cycle strategy (3/5/10-year investment plan)

c. Exclusive tax optimization plan

3. Intelligent risk control system

a. Level 3 risk warning mechanism (yellow/orange/red alert system)

b. Daily market volatility monitoring (controlling drawdown<15%)

c. Quarterly stress test report

Service advantages

✓ Transparent operation: T+1 net asset disclosure mechanism

✓ Technology empowerment: AI algorithm optimizes asset portfolio

✓ Historical performance: Annual return rate of 120.8% in the past 5 years

Service Process

Requirement diagnosis (3 working days) → 2 Customized plan (5 working days) → 3 Agreement signing → 4 Account Establishment → 5 sustainable management

Suitable for customers

Individuals with investable assets of ≥ 5 million RMB

✓ Single commission from institutional clients ≥ 30 million RMB

✓ Cross border asset allocation demanders

Compliance Commitment

Strictly follow the requirements of the "New Asset Management Regulations", implement independent custody of dedicated accounts, and ensure that the custodian banks have a rating of AA or above.