Reached US$1.5 billion in AUM in just 2 months Expected to grow 100% within 1-2 years
HONG KONG SAR – Media OutReach – 6 March 2023 – KGI Asia has officially launched its new wealth management service, ‘KGI Asia Sage’.
KGI Asia Sage provides clients with their wealth management needs in Asia. We provide a holistic and forward-looking approach to wealth management by exploring opportunities and developing customized wealth solutions to help our clients protect and preserve the wealth of their families and future generations. We adopt a focused approach.
The inaugural ceremony held last Wednesday was attended by William Fang, President of KGI Securities, Lady Wong, Chief Executive Officer of KGI Asia, Patrick Lin, Head of Global Markets, KGI Asia, and Kevin Tai. presided over. Anthony Cristant, Head of International Wealth Management at KGI Asia and President of KGI Asia Indonesia.
William Fang, President of KGI Securities, said: “KGI Securities has a long history in Asian financial markets, including Taiwan, Hong Kong, Singapore, Indonesia and Thailand.With our client-centric approach and innovative approach, we offer advanced and customized investment services and financial products. We provide the ability.”
Reddy Wong, Chief Executive Officer of KGI Asia, said: “It is no secret that the Asia-Pacific region’s HNWIs are on the rise as a result of a stronger economy, greater savings and new wealth creation. We are proud to launch Asia Sage, a wealth solution focused on protecting and preserving the wealth of our clients’ families and their next generation.We believe the wealth management business will be key for KGI Asia in the years to come. I have.”
With 25 years of history in Hong Kong, KGI Asia is one of the region’s leading financial brands. We are committed to providing wealth management, brokerage, investment banking, fixed income and wealth management services to corporate, institutional and individual clients. Firmly backed by our Taiwanese parent companies, KGI Securities Co. Ltd and China Development Financial Holding Corporation, our strong Asian network spanning Taiwan, Hong Kong, Singapore, Indonesia and Thailand enables our clients to explore different areas. Dedicated to helping. -Border investment opportunities.
Kevin Tai, Head of International Wealth Management KGI Asia, said: “We understand that our clients do not only rely on traditional methods to manage their wealth, but also consider total wealth solutions at every stage of their lives.At KGI Asia, we believe in Taking a holistic approach, exploring opportunities and doing customized development.Solutions to help clients explore cross-border investment opportunities.KGI Asia Sage has investable assets of USD 250,000 this year. of wealth management services to clients.In just 2 months, we have successfully reached US$1.5 billion in AUM.We will grow 100% within 1-2 years.We are looking forward to the next 3 years. We are determined to become the preferred asset management partner in Asia within five years from
With a strategic focus on wealth management, 300 relationship managers partner with investment strategy and product team specialists to help clients navigate volatile markets. Leveraging our deep experience, industry knowledge, research-based advisory services and strong execution capabilities, we leverage the expertise of our entire group to deliver sustainable assets aligned with our clients’ objectives and risk tolerance throughout the asset cycle. Create a solution
A range of KGI Asia Sage customer-exclusive products and services include:
- A wide range of investment products including securities, bonds, investment funds and structured investment products.
- Customized investment solutions and portfolio advisory services.
- Our portfolio leverage and customized funding options, as well as our preferred funding rates, can increase the potential earnings and purchasing power of our clients’ investment portfolios/IPO subscriptions.
- To assist clients with cross-border investment needs, we provide a one-stop service to assist clients with identity verification via service providers in Asia.
- KGI Asia’s exclusive “Wealth Insights” provides the latest market trends along with KGI Asia Sage’s proprietary investment strategies.
For more information about KGI Asia Sage, please visit https://www.kgi.com.hk/en/sage.
Hashtag: #KGIAsia #KGIAsiaSage
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About KGI Asia
KGI Asia1 has been one of the region’s leading financial brands since 1997. Our business scope spans brokerage, wealth management, investment banking, fixed income and wealth management. We are committed to providing a wide range of financial products and services to corporate, institutional and individual clients across Asia. Backed by its parent company KGI Securities Co. Ltd and Taiwan’s China Development Financial Holding Corporation, it has a strong Asian presence covering Taiwan, Hong Kong, Singapore, Indonesia and Thailand. KGI Asia Limited was rated BBB+ by Standard & Poor’s and won the ‘Private Wealth Management Award’ at the 2022 Corporate Brand Awards of Excellence hosted by The Hong Kong Economic Journal.
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1. References to KGI Asia in this paragraph mean KGI Asia Limited and its affiliates.