Best Global Fund Investment Plan
A subsidiary of Fortuna Group Holding (Hong Kong ) Co. Limited, Angus Moore Wealth Management Limited offering Global Fund of Funds (FoF), management and bespoke family solutions. We invited Fortuna’s CEO Janet and Manton Wai, the Head of Investment & Research at Fortuna, to provide us with an overview of the firm and a glimpse into the firm’s future.
Company: Angus Moore Wealth Management Limited (A subsidiary of Fortuna Holding Group (Hong Kong) Company Limited Name: Janet Yeung Email: firstname.lastname@example.org Web Address: http://www.fortunaholding.com/ Address: Units 2617-18, 26/F, Miramar Tower, 132 Nathan Road, Tsim Sha Tsui, Hong Kong Telephone: +(852) 3915 0998
Angus Moore specialise in quantitative analysing over 6000 Funds in Hong Kong and China, 1000 Hedge Funds across the Globe. We have built our own fund screening models and our investment team will interview more than 150 Fund Managers every year to access the quality of the manager to explore further opportunities for our clients. As a business we have an extensive partnership with more than 170 financial institutes, private banks, trustee, legal and taxation adviser, etc. across the globe, and also we have registered our own private equity licence in Qianhai, which brings an exclusive edge to our firm and enables us to assist our clients, by providing tailor made packages to solve any financial problems, both domestically and internationally. In addition, we have established our unique internet platform to enable our customers and business partners to receive the most updated news, knowledge and financial solutions without boundaries. With the aid of our unique platform, we are able to provide extensive and comprehensive training and support to our business partners anywhere, anytime. This shapes the culture of Fortuna Group and ensures competitiveness, efficiency and high mobility, so that everyone working for the firm can fully develop their talents to growth with the company. Recently the firm’s portfolio has been performing well, as despite the massive drawdown in the EM and commodity markets, our portfolio has a very tough risk control mechanism, which has already demonstrated the ability to protect our client portfolio from the extreme market risk. This strong performance comes during an interesting time for China’s wealth management industry, as 2015 was known as the first true year of Wealth Management era in China. We expect there will be a number of tax reformation in China over the next 5-10 years , as the 1st Generation Entrepreneur reaches 60-80 years old. In the same time, there will be more than three million privately owned enterprises which will enter into the problem of Succession the demand for Wealth Preservation, Medical Protection, Retirement & Succession Planning will come to historical high. In order to ensure our customers can get the most superior service moving forward, we are inviting high calibre business partners to join with us, so as to provide high standard of consultation, customer services and tailor made financial solutions that fits our HNW families’ culture in different regions of China. Additionally we expect our group will grow exponentially in the next firm years. In 2016, we adapted to two key trends; the Internet of Things and the Healthcare Reformation promoted by the China Government Policy. Our Group has already established solid relationships with many key property developers, education institutes, hospitals and medical services providers across the country. Our target is to bring in the concept of “Wealth and Health All together” into more than 500,000 wealthy families in Guangdong and Zhejiang Province in the upcoming years and we have confidence that this strategy will bring Fortuna to another new high. 5