Owner of a listed real estate company in Hong Kong
Rich multi-class asset investment experience
Goal: Global asset allocation
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
Gradually improve multi-class asset allocation average annualized return 6.2%
The family trust structure is under construction
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.