Leveraging on the strong investment expertise of the firm, Wei Da Asset Management strives to offer investment management solutions to family offices, high net worth individuals and institutional investors.

The team designs and manages customized investment funds covering multi-assets classes such as:

Private Investment Instruments: Private Equity Opportunities, Private Loan Opportunities, Private Structured Transactions.

Liquid Asset Class Instruments: Equities, Fixed Income, Commodities, Futures and Options, Investment Funds and Hedge Funds.

Our Discretionary Portfolio Management service enables investor to delegate the management of the investment portfolio to institutional-class investment professionals with a pre-determined return/risk parameters.

Our investment professionals cover all key asset classes including individual securities, bonds, funds and structural investments.

The investment team will actively manage the portfolio in response to the changing market environment to ensure your portfolio will be optimized at all times.

First, the team will determine the investment goal of the investor and tailor-made an investment solutions depending on the preferred risk/return, investment horizon and liquidity preference. The next step is to select the most suitable securities in which your assets will be invested. Each investment idea will be examined on its business fundamentals, thematic undercurrents, valuations and financial analysis.

Performance review will be performed regularly with the investor to make sure the strategy is still appropriate to the investor.