Hong Kong

Our focused range of flexible investment solutions allow you to tailor your financial plan, as well as respond to life and market changes.

  • Personal Portfolio

  • Personal Portfolio is designed for investors with a medium- to long-term investment horizon who require maximum flexibility and easy access to their offshore investment portfolio whenever they need it.

    Personal Portfolio (1.7 MB)

  • Fund choice and flexibility

  • Guided Architecture

    Harmony Funds

    The Harmony Fund range consists of eight multi-asset, multi-manager funds diversified across local and global investments, asset classes, currencies, managers and investment styles. The portfolio managers tactically allocate assets on a dynamic basis to provide a risk/return profile best suited to particular investment needs. These views are implemented using best of breed fund managers from around the world, as well as passive strategies, where appropriate.

    Momentum Harmony Funds (265 KB)

    Open Architecture

    The Open Architecture range gives clients the opportunity to choose from over 1 000 underlying funds, which are suited to varying client risk profiles and offer access to global equity, bond, property, cash, multi-asset, specialist, alternative and index tracker investment options.

How to invest with us

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