External Asset Manager (EAM)
External Asset Manager (EAM) is a financial service provided by independent professionals or firms who manage investment portfolios for high net worth individuals, families, and institutions. Unlike traditional in-house asset management by banks, EAM operates independently and offers personalized investment solutions. They focus on understanding clients’ financial goals, provide unbiased advice, and offer specialized expertise in wealth management and investment strategies.
Advantages of EAM
Client-Centric Approach
- The fundamental focus and objective of the EAM platform revolve around addressing and fulfilling clients’ needs and interests. It operates independently of product sales or transaction commissions and is not constrained to a singular financial institution. Embracing a neutral and objective standpoint, the platform effectively amalgamates the strengths and benefits offered by various banks’ products and services to deliver clients with the utmost appropriate solutions.
Funds Security
- EAM operates within a regulatory framework and does not hold any client assets. Client assets are always held in private bank accounts chosen independently by the clients, ensuring the security of funds.
Efficient Communication and Cost Savings
- EAM encompasses multiple financial institutions concurrently, enabling comprehensive information assimilation and industry expertise. This notably streamlines clients’ time and effort compared to the conventional private banking approach, where individual communication and evaluation with each bank are required. Moreover, EAM possesses enhanced negotiation capabilities, reducing external costs for clients.
Contact Us
We have entered into EAM agreement with private banks from Australia, Singapore, and Liechtenstein. Contact us for more information.
Professional Investor Verification
Disclaimer: The above information is intended for professional investors only and the contents should not be considered as promotional materials or any kind of offer.
For the definition of professional investors, please refer to the relevant information from SFC of HK. The above information has not been reviewed by the SFC of HK.