Mr. Xu_Optimization of investment efficiency_CASES_SERVICE

Client needs

Independent investor

Investment experience in global market

Goal: Comprehensive return, risk diversification

Solution

Mr. Xu has successfully invested in many global assets, hoping to use tools to help him manage global assets. He learned that the Franklin Medici Group is a financial advisory institution that specializes in serving ultra-high net worth families. According to Mr. Xu’s needs, Franklin Medici integrated his investment portfolio and direction: integrated investment portfolio and insurance, etc.

Application process

Current situation

Average return income of about 7.8%

Open an overseas bank account

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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