RELIABLE

SECURE

PROFESSIONAL

ONE HERITAGE
CAPITAL MANAGEMENT

We aspire to be the premier asset manager in Asia and the Greater China, helping investors from around the world, to achieve attractive long-term risk-adjusted returns and benefit from this fast-growing region with great potential.

WHY US?

We provide a series of wealth management services for high-net-worth clients. We would like to tailor-made high-end solutions with flexible options for clients, carefully select private banks and securities companies with sufficient capital and recognized wealth management tools for our clients.

Anchor 2

Our Goal

"Our goal is to build more and more wealth,

which can only be achieved through our concise and reliable proposition"

OUR
VALUES

Experienced team of financial advisors provides professional personal financial advice, solutions and services. We tailored to each client’s unique situation and goals. We work with well capitalized private banks that carefully selected, and we always treat our clients with respect and dignity.

Anchor 1

Our Services

We always treat our clients with respect and dignity.

Private Banking

Family Office

Investment Advisory Services

Private Equity

Properties

Insurance

Trust

One of the reliable member of your family

We help our clients to financially prepare for life's experiences and challenges. We provide a range of tailored financial consultancy services designed around your specific requirements, with a view to protect and grow your wealth.

One Heritage Private Banking

3 core functions

Wealth Protection & Enhancement

Asset Enhancement

Asset

Succession

01 - Develop personalized investment portfolios to diversify risk while maximizing returns through a variety of models )income and capital preservation, balances and capital appreciation)

Key products include:

Deposit and foreign exchange trading services
Bond portfolios
Fixed income linked structured investments

02 - Capture market opportunities and manage your idle assets efficiently

Asset valuation and encashment (bonds, securities, unit trusts, real estate, and mortgage loans)
Tailor-made corporate/personal financing solutions
Universal life insurance premium financing plan

03 - Protect and extend your wealth to build a better future for the next generation

Asset protection advisory services and family trust plans
Immigration and tax planning
Corporate key person protection and risk management consulting services