Keystone Group
Established in 2015, we are a professional asset management company with:
- Licensed for Type 1 (dealing in securities), Type 4 (advising on securities), and Type 9 (asset management) regulated activity by the Hong Kong Securities and Futures Commission (CE Number: BGQ802)
Keystone Capital brings together senior professionals with extensive knowledge of the Hong Kong and Mainland markets to provide comprehensive, high-quality and diversified asset management services to our clients. We provide customized investment management services to high-net-worth clients, family offices and institutional investors. Headquartered in Hong Kong, our businesses cover Mainland China and Singapore.
Our Investment Philosophy
We understand that capital preservation and wealth creation are equally important to our clients. Keystone Capital builds investment portfolios according to rigorous standards to maximize returns for our clients. We place a strong emphasis on the value and quality of our investments and strive to achieve sustainable investment returns through our unique strategies.
Our Business Model
We provide clients with an open architect that they can choose the custodian bank which suits their needs. We manage the investment portfolios based on the power of attorney given by our clients, enabling us to achieve clients’ financial goals effectively.
Asset Management Service
We provide integrated services to help target families setting up family offices. We use different investment strategies and insurance to set up family trust in order to manage family wealth and pass wealth to their next generation.
Discretionary Portfolio Management Service
We invest across all major asset classes, including equities, bonds, funds, commodities, foreign exchange and structured products. Our investment team actively manages the portfolios in response to the changing market environment to ensure that our clients' portfolios are optimized at the appropriate time.
We establish a close relationship with private banks. Through the External Asset Management (EAM) model, clients can get professional investment advices and use the products, market information and custody platform provided by private banks to achieve their investment goals of maximizing returns.
The relationship between clients, asset management companies and private banks can be visualized in a triangle as follow:
Fund Service
Committed to building a high-quality overseas private equity fund investment management platform, we cooperate with top domestic and offshore private equity funds and boutique private equity funds, focusing on global high-tech and biomedical sectors to pursue reasonable investment returns. We effectively manage investment risks, leverage and enhance the synergy between each business segments of the company.
Our professionals have extensive industry knowledge and over 10 years of experience in fund investment and corporate finance, assisting corporate clients and families in setting up investment funds.
Bond and Stock Underwriting Service
We work with reputable partners to provide debt issuance services to corporate clients to open up financing channels. In December 2020, we worked with DBS Bank as joint bookrunner for the successful public offering of corporate bonds (including USD, HKD and RMB) of LVGEM CHINA (0095.HK).
Consultancy Service
Trust Consultancy Services
We provide clients with professional advices on setting up family trusts and corporate trusts.
Our Preferred Asset Management Institutions
Our Preferred Corporate Finance Institutions
Contact Us
(852) 3577-8660
admin@kstonecapital.com
1902-3A, 19/F, FWD Financial Centre, 308-320 Des Voeux Road Central, Sheung Wan, Hong Kong
2021 © KEYSTONE CAPITAL