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Asset Allocation

 

Harmony’s team of experienced professionals combines a deep understanding of the market with institutional-grade research to deliver unique, unbiased and actionable insights to our clients. We create further value by acting as a gatekeeper across all aspects of the investment cycle while curating the best services from leading private banks to deliver a total solution to our clients, from deal sourcing and investment analysis to risk assessment, position monitoring and execution.  

Leveraging our institutional trading, primary market and research relationships with more than 30 broker/dealers across all asset classes and geographies, we possess superior research and execution capabilities and offer External Asset Management (EAM) accounts in global private banks with booking centers in Hong Kong, Singapore and Switzerland. Committed to transparency in all our dealings, we work relentlessly to get the best fees and terms for our clients. We are on their side, and no one else’s.

 
 

 
 

Client Testimonial

“Harmony leverages on a wide network of business partners to meticulously source and filter various investment opportunities to fit our investment preferences. Our group is heavily focused on the real estate and hotel market in the Greater China region and Harmony successfully helped us diversify our risk by investing globally. While the priority is to maximize returns, its team of professionals has been able to safeguard us from undue risk. Beyond striving to deliver steady but decent Alpha return for our Group over the years, we are rewarded with occasional home run returns. Being a group of listed companies with stringent corporate governance and a sizeable shareholder’s capital to deploy, we are particularly appreciative of Harmony’s investment approach.”

— Senior executive in a Hong Kong-domiciled conglomerate with diverse global interests


Services Main | Family Advisory | Asset Allocation | Alternative Assets | Concierge