We manage wealth for high-net-worth Mandarin-speaking families and socially responsible institutions by connecting them with leading asset managers across the globe.
Customized Investment Services Designed to Address of Your Unique Financial Needs
We provide customized and solution-oriented wealth management services.
1、 Listen
We listen to your unique needs to ensure our services align with your expectations and goals.
2、 Assess
We assess your asset allocation options and provide professional advice tailored to you.
3、 Allocate
We create a customized asset allocation plan, combining scientific analysis with a forward-looking investment strategy.
4、 Review
We implement the asset allocation plan and regularly review your portfolio to optimize performance and manage risk.
A one-stop integrated service model
Account
Asset allocation specialists
Build and maintain client relationships
Provide asset allocation advisory services
Solution
Product and solution specialists
Provide categorized investment products recommendations
Offer diverse and adaptable options tailored to client needs
Service Delivery
Service delivery and portfolio management specialists
Manage investment execution efficiently and accurately
Provide ongoing portfolio oversight
Handle back-office operations to ensure smooth service delivery
CCI Model
Leveraging a multi-office approach to streamline operations and deliver fully-integrated solutions.
Chief Investment Office (CIO)
Conducts macroeconomic research and develops asset allocation recommendations aligned with macro-strategic objectives.
Client Strategy Office (CSO)
Conducts in-depth client analysis to develop cross-product, multi-faceted solutions.
Investment Product & Solution (IPS)
Responsible for product access and promotion, offering comprehensive support through a combination of "investment advisory + integrated services", empowering clients to achieve optimal results and overall financial optimization.
Wealth Management
We tailor our approach to align with your evolving investment goals and needs, delivering high-quality, personalized wealth management that prioritizes client care and trust.
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Our Partners
We collaborate with Leading Fund Managers and Top Asset Management Institutions Globally,including:
International Private Equity Institutions
Partnering with leading international private equity institutions to strategically invest and drive significant wealth growth for our clients.
Leading Global Hedge Fund Managers
Collaborating with leading global hedge fund managers to leverage best-in-class strategies for wealth protection and growth.
Global Major Public Fund Products
Introducing major global public fund products, offering a diverse range of options and new opportunities for effective wealth management.
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N+
N+ is an exclusive community for Ark Wealth’s esteemed clients, offering a sophisticated platform with a comprehensive array of premium services. Leveraging our expertise and extensive global network, N+ is dedicated to helping you achieve a fulfilling and successful life, enhancing your lifestyle, personal growth, and spiritual fulfillment.
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