PSI operates on a tripartite relationship, serving as the primary interface between clients and financial institutions (“FIs”). We collaborate closely with various parties to provide comprehensive solutions tailored to high-net-worth families and individuals.

Our clients rely on us to navigate the complex financial landscape. The extensive industry knowledge and due diligence we integrate allow them to entrust the safety of their assets at their preferred FIs. By booking the funds under their own names, our clients have full authority and visibility over their investments. In addition, the capital are free from any lock-up period, further solidifying the sense of utmost transparency and flexibility.

As a liaison, we strive to represent our clients’ best interests at all times. Through our established relationships with reputable entities over the years, we are able to ensure that our clients have access to a wide range of securities products and market opportunities.

The adoption of a client-centric approach stems from our high degree of independence as an EAA, assuring that our investment advice and decisions are solely focused on benefiting our clients. Based on a thorough understanding of our clients’ long-term objectives and risk tolerance, we conduct regular investment strategies reviews, market analysis and risk management, as well as maintain a proactive response to any adverse market situations.

We empower our clients to seize opportunities and actively participate with confidence in the management of their own wealth that align with their financial goals. This tripartite relationship enables our clients to capitalize on our resources while maintaining their overall autonomy, control and flexibility.