Reached US$1.5 billion in AUM in simply two quick months Anticipate it should develop by 100% inside one to 2 years
HONG KONG SAR – Media OutReach – 6 March 2023 – KGI Asia formally launched “KGI Asia Sage”, a brand new wealth administration service.
KGI Asia Sage offers shoppers with wealth administration wants in Asia. We take a holistic and forward-looking strategy to wealth administration by exploring alternatives and creating personalized wealth options to assist our shoppers shield and protect the wealth of their households and future generations.
The launch ceremony held earlier final Wednesday was officiated by Mr. William Fang, President of KGI Securities, Mr. Reddy Wong, Chief Govt Officer of KGI Asia, Mr. Patrick Lin, Head of World Markets, KGI Asia, Mr. Kevin Tai, Head of Worldwide Wealth Administration of KGI Asia and Mr. Antony Kristanto, President Director of KGI Asia Indonesia.
William Fang, President, KGI Securities, says, “KGI Securities has an extended historical past of working within the Asian monetary markets, together with Taiwan, Hong Kong, Singapore, Indonesia, and Thailand. We offer forward-thinking and customised funding providers and monetary merchandise, due to our customer-centric strategy and revolutionary capabilities.”
Reddy Wong, Chief Govt Officer of KGI Asia, says, “It’s no secret that resulting from strengthening economies, better financial savings, and new wealth creation, Asia Pacific affluence is on the rise, to cater to this market, we have now proudly determined to launch KGI Asia Sage, an thrilling and brand-new personalized wealth answer that focuses on defending and preserving the wealth of our shoppers’ households and their subsequent generations. We consider that wealth administration enterprise might be key to KGI Asia within the years forward.”
With a 25-year historical past in Hong Kong, KGI Asia is among the area’s main monetary manufacturers. We’re dedicated to offering wealth administration, brokerage, funding banking, fastened revenue and asset administration providers to company, institutional, and particular person shoppers. Firmly backed by our mother or father firm, KGI Securities Co. Ltd. and China Growth Monetary Holding Company in Taiwan, and a strong Asia community that spans Taiwan, Hong Kong, Singapore, Indonesia, and Thailand, we’re devoted to serving to our shoppers discover cross-border funding alternatives.
Kevin Tai, Head of Worldwide Wealth Administration KGI Asia, says, “We perceive that shoppers not solely depend on conventional methods to handle their wealth, but in addition bear in mind whole wealth options at each stage of their lives. At KGI Asia, we take a holistic strategy to wealth administration, discover alternatives, and develop personalized options to assist our shoppers discover cross-border funding alternatives. KGI Asia Sage has supplied shopper with wealth administration providers with investable belongings over US$250,000 this 12 months. In simply two quick months, we have now efficiently reached US$1.5 billion in AUM, and we anticipate it should develop by 100% inside one to 2 years. We’re decided to turn out to be a most well-liked wealth administration companion in Asia inside the subsequent three to 5 years.”
With a strategic deal with wealth administration, our 300 relationship managers companion with our specialists from the Funding Technique Group and Product Group to assist our shoppers navigate by way of risky markets. Drawing on our in depth expertise, trade data, research-based advisory providers, and robust execution capabilities, we leverage our group-wide experience to craft sustainable wealth options tailor-made to our shoppers’ targets and danger tolerance all through the wealth cycle.
A spread of services and products unique to KGI Asia Sage shoppers consists of:
- A broad array of funding merchandise, together with securities, bonds, funding funds, and structured funding merchandise.
- Custom-made funding options and portfolio advisory providers.
- With our portfolio leveraging and tailor-made financing choices, and preferential financing rates of interest, the potential returns and buying energy of shoppers’ funding portfolio/IPO subscription could be enhanced.
- To help shoppers with cross-border funding wants, we offer one-stop service to help shoppers with id authentication through our service suppliers in Asia.
- KGI Asia’s unique “Wealth Insights” present the most recent market developments, together with KGI Asia Sage unique funding methods.
To be taught extra about KGI Asia Sage, please go to through https://www.kgi.com.hk/en/sage.
Hashtag: #KGIAsia #KGIAsiaSage
The issuer is solely liable for the content material of this announcement.
About KGI Asia
KGI Asia1 is among the area’s main monetary model since 1997. Our scope of companies compasses brokerage, wealth administration, funding banking, fastened revenue and asset administration. We’re dedicated to providing a broad vary of monetary services and products to company, institutional and particular person shoppers all through Asia. Backing by our mother or father firm, KGI Securities Co. Ltd. and China Growth Monetary Holding Company in Taiwan, we have now a strong Asia footprint masking Taiwan, Hong Kong, Singapore, Indonesia and Thailand. KGI Asia Restricted attained a BBB+ score by Customary & Poor’s and obtained the “Non-public Wealth Administration Award” on the 2022 Company Model Awards of Excellence organized by the Hong Kong Financial Journal.
All the knowledge contained on this doc will not be meant to be used by individuals or entities situated in or residing in jurisdictions which prohibit the distribution of this doc by KGI Asia Restricted (“KGIA”) or another associates of KGIA. Such data shall not represent funding recommendation, or a suggestion to promote, or an invite, solicitation or suggestion to subscribe for or put money into any securities or different funding services or products nor a distribution of data for any such objective in any jurisdiction. Particularly, the knowledge herein will not be for distribution and doesn’t represent a suggestion to promote or the solicitation of any supply to purchase any securities in the US of America, or to or for the good thing about United States individuals (being residents of the US of America or partnerships or firms organised below the legal guidelines of the US of America or any state, territory or possession thereof). All the knowledge contained on this doc is for basic data and reference objective solely with out making an allowance for of any explicit investor’s targets, monetary scenario or wants and will not be redistributed, reproduced or revealed (in entire or partially) by any means or for any objective with out the prior written consent of KGIA. Such data will not be meant to supply any authorized, monetary, tax or different skilled recommendation and shouldn’t be relied upon in that regard. All investments contain dangers. The costs of securities fluctuate, typically dramatically. The value of a safety could transfer up or down, and will turn out to be worthless. It’s as possible that losses might be incurred fairly than revenue made because of shopping for and promoting securities. You might be suggested to train warning and undertake your individual unbiased evaluate, and it is best to search unbiased skilled recommendation earlier than making any funding resolution. You must fastidiously contemplate whether or not funding is appropriate in gentle of your individual danger tolerance, monetary scenario, funding expertise, funding targets, funding horizon and funding data.
1. KGI Asia on this paragraph means KGI Asia Restricted and its associates.