ABOUT FTAG FINANCIAL

FTAG Asset Management Ltd (or group) is an Asia-focused financial services group dedicated to serving our investors with the most advanced and bespoke solutions in Fund Management and Wealth Management. As an independent AND privately held group, our strategic entities and partnerships with licensed financial institutions globally provide customised structures or portfolio solutions for our clients who share our investment and bespoke wealth management philosophy.

FTAG Financial Limited – a subsidiary of FTAG Asset Management Ltd which is based in Hong Kong, holds the licences licensed by the Securities and Futures Commission of Hong Kong (SFC), including the RA Type 1 for dealing in securities, RA Type 4 for advising on securities and RA Type 9 Licence for asset management.

For more information about the FTAG group, please visit our group website.

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what we do

Our Services

Dealing in Securities

  • Providing dealing in securities services.

Advising on Securities

  • Conducting securities analysis and making investment recommendations based on the client’s investment objectives and financial situations.
  • Providing advice concerning securities including the issuance or promulgation of research reports and analyses.
  • Providing consultancy and advisory services relating to corporate finance and financial planning matters for corporate clients.

Asset Management

  • Acting or offering to act as a portfolio manager on behalf of the clients for a portfolio of securities including private funds.
  • Managing activities in the acquisition or disposal of a portfolio of securities including funds.
  • Managing clients’ discretionary accounts and providing advice on collective investment schemes.

OUR BUSINESS

Fund Management

  • We launch funds with attractive returns to investors. We also assist clients in structuring and launching private funds for their own projects, e.g. real estate private equity funds, rare collectibles private funds, family trust funds, etc.

Wealth Management

  • At FTAG, we seek to understand people and their circumstances. We are experts not only in financial services but in making the right financial moves and in systematic ways to manage your wealth holistically.
  • We offer clients tailor-made wealth management solutions. Investment decisions are made at the portfolio level with capital preservation as a key focus. Considering clients’ investment goals, personal preferences, risk tolerance and various restrictions, we co-strategize with clients to make foresight investments in prompt response to market opportunities and risk considerations.
  • When it comes to managing wealth, our services provide the ideal solution for clients who are seeking transparency and efficiency, without compromising confidentiality. Our clients can enjoy peace of mind over their accounts and investments which are held with top-tier banks of their choice and at the same time, take advantage of the global infrastructure, accessibility and services these banks offer.
  • The client relationship and level of engagement can either be on an Advisory or Discretionary basis.
    • → Our advisory team has rich experience in various types of investment products such as securities, futures, private equities, etc. We help build your ideal portfolio with strong market sense and accurate analysis on global economic trends, by selecting the right choice of investment options and avoiding risks.
    • → One of our core businesses is discretionary investment portfolio management. Your portfolio will be managed by a group of seasoned professionals who will try their utmost to bring the expected investment return and grow your wealth.