CROSS-BORDER ASSET ALLOCATION
- OVERSEAS PRODUCT PLANNING, INVESTMENT AND CONSULTATION
- The overseas allocation requirements of the Chinese residents are rapidly increased. More and more high net worth customers start to selectively hold some overseas assets to meet the real requirements of scattering of capital risk, cross-border asset configuration and effective wealth hedging and inheritance. However, for most domestic investors, the overseas investment is a new field, they have no enough experience and resources for investment. Meanwhile, there are varieties of overseas assets to be invested and the investment instruments are diversified, which are not well known by the domestic individual investors. Therefore, during overseas asset configuration, investors need very professional overseas investment team to provide them with investment suggestion, product screening and risk control services.
In order to meet the overseas asset allocation requirements of the high net worth customers, Hywin Private Assets selects and matches the corresponding overseas assets according to the customers’ investment period, object and risk control requirements.
- OVERSEAS INVESTMENT NECESSITY
- Why should the cross-border assets be allocated? First, to ensure the capital safety. The cross-regional and cross-field asset allocation may really evade the fluctuation of the market all over the world. Second, domestic economic growth has been slow down recently, which makes it necessary to find the investment opportunity all over the world, perform the layout in advance and grasp the investment opportunities all over the world. In addition, except global allocation of the financial assets, the high net worth people are also confronted with lots of non-financial problems. Domestic high net worth people not only concern the wealth appreciation and hedging, but also consider such future planning as wealth inheritance, immigration, study abroad, etc. The overseas asset allocation not only solves various problems in the financial field, but also is crucial for the high net worth people to plan their dreamed life.