The Wholesale House showcases our strengths within the Investment and Distribution areas, as well as our robust platform abilities. We offer investment capabilities across all major traditional and alternative asset classes to a wide range of clients.
Three modular pillars within the Investment and Distribution services.
Bundling the essence of our investment strengths
- Comprehensive range of capabilities across the asset class spectrum centered around five key investment strengths
- Teams with distinct investment philosophies to navigate different market cycles
- Broad geographic reach
- Unique understanding of client needs across the globe
Providing customized content and structure
- Wide range of services from restructuring portfolios to creating discretionary mandates
- White labelling and sub advisory capabilities
Client training and joint distributor events
- Tailored education programs in various global locations on a broad range of topics
- Helps your distribution organization to navigate through product and regulatory complexity
For professional clients / qualified / institutional investors only.
Please confirm that you or the institution you represent is a qualified investor accredited by Securities Investment Fund Law of the People’s Republic of China, Trust Law of the People's Republic of China, Guidelines on Regulating Financial Institutions' Asset Management Business, Interim Measures for the Supervision and Administration of Privately-Raised Investment Funds, Measures for the Administration of Trust Companies' Trust Plans of Aggregate Funds, Measures for the Administration of the Customer Asset Management Business of Securities Companies, Detailed Rules for the Implementation of the Collective Asset Management Business of Securities Companies, Trial Measures for Fund Management Companies to Provide Asset Management Services for Specific Client and other related laws and regulations
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Any market or investment views expressed are not intended to be investment research. Materials have not been prepared to address requirements designed to promote the independence of investment research and are not subject to any prohibition on dealing ahead of the dissemination of investment research. The information contained in this webpage does not constitute a distribution, nor should it be considered a recommendation to purchase or sell any particular security or fund. The materials and content provided will not constitute investment advice and should not be relied upon as the basis for investment decisions. As individual situations may differ, clients should seek independent professional tax, legal, accounting or other specialist advisors as to the legal and tax implication of investing. Plan fiduciaries should determine whether an investment program is prudent in light of a plan's own circumstances and overall portfolio. A number of the comments in the content of this webpage are considered forward-looking statements. Actual future results, however, may vary materially. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.
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