Mr. Liang_Global investment_CASES_SERVICE_Franklin Medici Fund Management

Client needs

Owner of a listed real estate company in Hong Kong

Rich multi-class asset investment experience

Goal: Global asset allocation

Solution

Mr. Liang learned that the Franklin Medici Group is a financial advisory institution that specializes in serving ultra-high net worth families. According to Mr. Liang's needs, Franklin Medici has tailored solutions for Mr. Liang:

1. Integrate investment portfolios and directions: a robust portfolio of investment schemes with fixed income as the core investment target, supplemented by insurance and some opportunistic investments.

2. Use family trusts and insurance

Application process

Global asset allocation

Franklin Medici sent a team of professional consultants including solicitor, banker and tax advisor to help summarize identity and asset background. Integrate investment portfolios and directions: a robust portfolio of investment schemes with fixed income as the core investment target, supplemented by insurance and some opportunistic investments.

Current situation

Gradually improve multi-class asset allocation average annualized return 6.2%

The family trust structure is under construction

OUR ADVANTAGE

PRODUCT

Investment

Public & Private Market Investments

Collective-Investment-Scheme

Asset Management

Investment Advisory (EAM model)

OUR ADVANTAGE

Investment Expertise

Franklin Medici group has a team of investment experts bringing their wealth of experience and knowledge to put together holistic unique investment portfolio tailored to each investor. Our network of banking, brokerage and asset management firms allows us access to a wider range of investment products that are usually not accessible by the public. Proper due diligence is taken to ensure that only the cream of the crop investment products is being curated for our clients.

Additionally, we have formalized our own Franklin Medici funds which are specially purposed to fit our investment mandate and houseview. These portfolios are run and managed in-house by our experts to ensure quality execution.

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