Family Office Services

Your wealth reflects not only monetary value but also your life’s work, as well as the foundation for everything you and your family have yet to do. Our team, formed by experienced investment experts, will make the best use of our expertise to offer you the best solutions tailored to your needs, helping you preserve hard-earned wealth to guard your family down the road.

Cross Bank Management

Custody and Reporting

Private Advisor

Investment Consultant

Institutional Investment Advisory (IIA)

A successful portfolio not only grows your wealth in a steady manner but also reflects your specific preference and needs in the context of your life. Our team will always pursue the optimal and appropriate returns through prudent and yet disruptive investment strategies. We are also advising other financial institutions and large family offices on the risk management principle and portfolio allocation strategy, in order for them to achieve well-balanced risk/return dynamics

Strategical Allocation

Tactical Allocation

Holistic Asset Classes

Customised Return

Poseidon Actively Managed Certificate (AMC)

For investors who values convenience and efficiency in your asset allocation and post-investment management, we offer Poseidon Actively Managed Certificate to meet your needs. Poseidon AMC allows you to enjoy the benefits of our institutional strategies and instruments without having to worry about the details. With Poseidon AMC, you can delegate the decision making and management process to our professional team and focus on your own goals.

Easy Access

IIA Strategies

Structured Products

House Views

Serve with heart

Understanding a client’s true risk tolerance is essential for us - the primary risk in the market is always a portfolio crash that leads to panicked selling and which can prevent client’s portfolio from achieving its long-term mission and goal. Our core value is built on Wealth Preservation first and then coming to its Growth. We believe the sequence is essential, assisting a client and an institution to weather the financial turmoil.

We are here to help manage all aspects of your financial needs so you can focus on good life - as you define it. You can enjoy life with your loved ones while we safeguard your wealth with our expertise to address every dimension - now and for generations to come. As the modern family office, Poseidon Partner will serve you with our decades of practical experience that have been supporting millions of world’s leading families as well as wealth creators. Managing private wealth and investment has always been our one and only business.

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