Investment Approach
Investment Philosophy & Strategy
Long-term wealth preservation through disciplined allocation.
Core Principles
Long-term Focus
Multi-generational horizon
Diversification
Across asset classes
Risk Management
Preservation-first approach
ESG Integration
Sustainable investing
Direct Investing
Private market opportunities
Strategic Asset Allocation
Public Equities
27%
Private Equity
20%
Fixed Income
15%
Real Estate
14%
Cash
13%
Alternatives
11%
Risk-Return Profile
- Capital Preservation
- High
- Income Generation
- Medium
- Growth Potential
- Medium-High
- Liquidity
- Medium
Family Office · Hong Kong · Switzerland
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