Services
Mandates built around your objective, not our product shelf.
Five engagement models, one investment process. Fees are disclosed in full before you sign, and we do not receive retrocessions from fund providers.
Delegated
Discretionary portfolio management
You agree the objective, the constraints and the risk budget. Our investment committee then handles everything else — strategic allocation, fund and security selection, currency hedging, and rebalancing when weights drift outside tolerance.
- Minimum mandate
- HK$5,000,000
- Management fee
- 0.85% – 1.20% per annum
- Reporting
- Daily valuations in the client portal
- Review cadence
- Quarterly, or on request
Collaborative
Advisory mandates
For clients who want to keep the final decision. You receive our research, portfolio construction analysis and trade ideas, and we execute only what you approve. Suited to entrepreneurs with concentrated positions or strong market views of their own.
- Minimum mandate
- HK$8,000,000
- Advisory fee
- 0.55% – 0.75% per annum
- Execution
- 14 exchanges, HKD/USD/CNH settlement
- Research
- Weekly Asia strategy note
Long horizon
Retirement & legacy planning
Cash-flow modelling that maps your portfolio against real liabilities: school fees, property commitments, retirement drawdown and intergenerational transfer. We stress test the plan against sustained market declines, not just average outcomes.
- Scope
- Cash-flow modelling & drawdown design
- Includes
- MPF consolidation review
- Coordination
- With your tax and legal advisers
- Deliverable
- Written policy statement
Multi-generational
Family office services
Consolidated oversight for families holding assets across several banks, jurisdictions and entities. We aggregate everything into one reporting line, run the investment committee, and coordinate trustees, auditors and philanthropy.
- Structure
- Multi-entity, multi-custodian
- Consolidation
- Bankable and non-bankable assets
- Governance
- Family investment committee support
- Engagement
- By appointment
Global payments
International fund transfers
Instruct Elite Wealth Management Group to send cleared funds to any licensed bank abroad. Provide SWIFT/BIC and IBAN or account details; our treasury desk completes AML checks and executes the outbound wire.
- Destinations
- Any licensed bank worldwide
- Currencies
- HKD, USD, EUR, GBP, CNY and more
- Rails
- SWIFT with correspondent banks
- Instruct
- Online form or client portal
Fee philosophy
One fee, disclosed up front
We are paid by you and only by you. No retrocessions, no trailing commissions from product providers, and no performance fee on discretionary mandates.