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    • Our Core Services >
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  • Goal Based Wealth Management

Once the initial integrated planning work has been completed out, we proceed to the investment management stage.

This stage includes ongoing and dynamic process of asset allocation, risk management, asset location, investment selection, investment managers' selection and overseeing and advisory coordination

Our aim is optimizing investment portfolio performance. The process is done according to pre-defined policy and market events.

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  • Home
  • About
  • Investment Banking
    • About Alpha
    • Customized Private Placements >
      • Download Guide
      • About Structured Products
      • Our Unique Advantages
    • Mergers and Acquisitions
    • Fund Raising
    • Funds Management >
      • About Funds Manangement
      • Download P2P Fund Information
    • Real Estate
  • Family Office
    • About TAO
    • Wealth Management for HNWI
    • About Our Services
    • Our Core Services >
      • Integrated Planning
      • Investment Management
      • Consolidated Reporting
    • Engaging in Philanthropy and Impact Investment >
      • Philantropy
      • Impact Investment
    • Concierge & Lifestyle
  • Contact
  • Goal Based Wealth Management