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Investment Service

Wealth Harbour Investment Strategy

Our strategies include traditional long-only, as well as alternatives such as long-short and macro, covering equities, fixed income, alternatives, multi-asset and quantitative investment. Our Fund structures include Cayman Islands domiciled standalone, segregated portfolio companies (“SPC”) and GP-LP structure for private equities.

Adhering to value investing philosophy and combining top-down and bottom-up approach to investment research and due diligence, we strive to achieve long-term return maximization and risk minimization. Our professional team makes investment decisions with rigorous due diligence and systematic criteria to achieve long-term excess return and growth of wealth, with a reasonable volatility for our investors.

​Our seasoned portfolio managers team strive to seize market opportunities for institutional and private clients, helping them to create value and achieve long-term growth with our bespoke asset management services and innovative investment strategies.

  • 財富港灣的旗艦基金, 以多元化預設投資主題及策略劃分出獨立投資組合SP, 您可以選擇符合自己投資目標的子基金進行投資。

  • 基於您的特定需求、投資目標和風險偏好,財富港灣將為您提供一站式資產管理解決方案。具體包括量身定制的投資組合、投資風格及資產類別,按約定的投資策略及限制進行投資決策、交易執行及投資管理。

  • 基於您的特定需求、投資目標和風險偏好,財富港灣為您提供量身定制的投資組合、投資風格及資產類別投資意見。與全權委託投資戶口不同, 您可以自由選擇是否參考我們的專業意見進行投資決策、交易執行及投資管理。

  • 財富港灣通過團隊的專業知識、商業網絡渠道,發掘各行各業具有極大潛力的私人企業而設立的專項投資基金,針對私募股權進行專案投資

  • 成立基金需面對昂貴的基礎設施成本、牌照合規監管等要求和挑戰。通過我們和業內專業服務供應商的渠道和合作伙伴資源,協助您搭建基金架構以及在合規監管方面提供支援。

Our services are only suitable for professional investors as defined by the SFC*,
Please contact us for more information.

*The threshold for individual professional investors specified under the Securities and Futures Ordinance isIt is required to hold 8 million Hong Kong dollars or other currency equivalent assets, including:

  • Market capitalization of investments (including stocks, bonds, unit trusts, equity-linked investments and other investment products)

  • certificate of deposit

  • Cash or cash equivalent deposits

© 2023 by Wealth Harbour Investment & Management Co., Limited

​Important Information and Disclaimer

Wealth Harbour Investment & Management Co., Limited ("Wealth Harbour") is a SFC licensed corporation for Type 4 (Advising on Securities) and Type 9  (Asset Management) regulated activities in Hong Kong (SFC CE No. BRY475). This website provides information about Wealth Harbour and its services and products. If you continue to browse any information contained in this website, it means that you have read the following information, understand and be bound by the following terms and conditions. This website is provided by Wealth Harbour and has not been reviewed by the Securities and Futures Commission.  

​Any information contained on this website is intended for professional investors only. "Professional investor" is defined under the Securities and Futures Ordinance (Cap. 571) and its subsidiary legislation. Any information contained on this website is not intended to be published to any jurisdiction in which Wealth Harbour or any of its members requires a license or registration in that jurisdiction, or where any information contained on this website is subject to publication restrictions Posted by anyone. It is your responsibility to comply with all applicable laws and regulations in your jurisdiction before viewing the information contained in this website. All content contained on this website is for the sole purpose of communicating with persons authorized under applicable law to receive such information.

This website is for informational purposes only. The information and any opinions contained in it do not mean that Wealth Harbour, as the principal or agent, invites or advises any person to buy or sell any securities, futures, options or other financial instruments, or to provide any investment advice or services.

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