AI Fund Awards 2017

6 Acquisition International - International Fund Awards 2017 Angus Moore Wealth Management Limited IF17026 Best Investment Advisory Firm – Hong Kong Angus MooreWealth Management Limited The group is a modern financial services institution that, through their global distribution networks of financial and value-added service system, helps the Chinese enterprises and High Net Worth clients to achieve global investing and wealth planning. The firm’s core strategy of building a competitive edge is to build a high standard of client satisfaction that exceeds the clients’ expectations. By using this strategy, the group focuses on using the resources to fully enhance the client experience and satisfaction. This includes providing comprehensive and high standards of wealth management services to the clients, through which the Group has built extensive but comprehensive networks with different world’s leading private banks, investment banks, fund houses, insurance companies, law firms, tax advisers and immigration consultancy companies to establish strategic business cooperation globally. In addition, the group has established strong asset management capabilities. The firm’s investment research department has been focusing on China and the Global Fund analysis and research, they have successfully built their own and unique fund analysis model. Besides helping the clients for the global fund portfolio management, their group has also launched the first Fund of Funds (FOF) in the private equity industry in China in August 2014. This collaborative focus extends to the wider industry, and as such the firm has established convenient marketing and services networks. It has established dozens of branches and franchises companies in China to provide timely and convenient services to different clients in different places in China. Within the wider investment industry, the rapid development in the past 30 years, there is a huge amount of private wealth accumulated in China. The wealthy people now in China are facing different challenging problems, including the wealth preservation, the wealth enhancing and family succession planning. Therefore, it is undeniable that investing globally has become an inevitable choice for the High Net Worth families in China. As such, the firm will, moving forward, continue to open their cooperation platforms in Hong Kong, based on a win-win goal, to actively seek different outstanding institutions in different aspects in the world for cooperation. By using their marketing and service platforms, they will keep on providing excellent global financial and value added services to the High Net Worth families in China. Angus Moore Wealth Management Limited, a subsidiary of Fortuna Group Holding (Hong Kong) Co., Limited, is an asset management company that based in Hong Kong to serve the High Net Worth clients in the Greater China region. We are delighted to invite Ms Janet, the Group CEO, to further introduce their group businesses and their development strategies to us. Company: Angus Moore Wealth Management Limited (A subsidiary of Fortuna Group Holding (Hong Kong) Co., Limited) Name: Janet Yeung Email: [email protected] Web: www.fortunaholding.com Address: Units 2617-18, 26/F, Miramar Tower, 132 Nathan Road, Tsim Sha Tsui, Hong Kong Telephone: (852) 3915 0998 “The wealthy people now in China are facing different challenging problems, including the wealth preservation, the wealth enhancing and family succession planning.”