tailored strategY

Customise and tailor your portfolio any way you want, according to your investment objectives.

non-retail investments

Enjoy exclusive access to institutional-level products and portfolios, and best-in-class solutions for your investments.

expert guidance

Professional Investors get to enjoy personalised consultation from an advisory team that actively ensures your investments align with your goals.

Personalised portfolios

Let us curate a unique solution aligned to your convictions and risk preferences. Select from a variety of themes, geographies and sectors for a portfolio that best suits you.

Select your investment objective

core equity100

core equity100

For the growth investors, we select long-term, risk-adjusted investments. These consist mainly of equities, and other diversifiers.

possible portfolio allocation

equity100

60

%

Income+ Enhance

25

%

thematics

15

%

Portfolio allocations are provided for illustrative purposes only. Personalised portfolios will be curated based on your unique circumstances after consultation with our team.

core equity100

core equity100

For those who seek a more balanced portfolio, we focus mainly on yield-generating portfolios while staying true to our long-term, passive investment strategy.

possible portfolio allocation

equity100

40

%

income+ enhance

20

%

income+ pure

20

%

cash FLEXI USD

20

%

Portfolio allocations are provided for illustrative purposes only. Personalised portfolios will be curated based on your unique circumstances after consultation with our team.

core equity100

core equity100

If your goal is to generate passive income, we have the perfect portfolio for you – focused on generating yield consistently.

possible portfolio allocation

income+ enhance

50

%

income+ pure

50

%

Portfolio allocations are provided for illustrative purposes only. Personalised portfolios will be curated based on your unique circumstances after consultation with our team.

core equity100

core equity100

For investors who want cash management solutions, we optimise for passive income yield while keeping your funds liquid.

possible portfolio allocation

cash+ Fixed HKD

35

%

Cash+ Flexi USD

35

%

income+ pure

30

%

Portfolio allocations are provided for illustrative purposes only. Personalised portfolios will be curated based on your unique circumstances after consultation with our team.

core equity100

Past returns

period

%

No items found.

period

%

No items found.

period

%

No items found.

core equity100

Composition

period

period

%

Technology Select Sector SPDR Fund

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK

2.41 %

iShares Core MSCI EM IMI UCITS ETF

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK

2.41 %

Utilities Select Sector SPDR Fund

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK

2.41 %

KraneShares CSI China Internet ETF

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK

2.41 %

iShares MSCI China ETF

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK

2.41 %

period

% of portfolio

Apple Inc (AAPL)

4.56 %

Microsoft Corp (MSFT)

4.48 %

Alphabet Inc (GOOGL)

2.20 %

Nvidia Corp (NVDA)

2.11 %

Amazon.Com Inc (AMZN)

2.02 %

Tencent Holdings Ltd (700 HK)

1.77 %

Pepsi Co. (PEP)

1.39 %

period

%

Information Technology

11.57 %

Consumer Staples

13.81 %

Healthcare

13.16 %

Consumer Discretionary

12.77 %

Communication Services

9.96 %

Financials

8.29 %

Utilities

5.26 %

period

% of portfolio

United States

74.31 %

China

14.82 %

Japan

1.88 %

United Kingdom

1.24 %

France

1.03 %

Your Private Wealth experience

01

CONSULT US

Schedule a call to let us understand your goals and advise you on next steps.  

02

define strategy

Receive a clear, customised investment plan based on your goals and catered to your finances.

03

UNLOCK ACCESS

Unlock special access to best-in-class funds and strategies, as well as dedicated wealth advisory. 

04

review PORTFOLIO

Your portfolios are reviewed regularly. No matter where life takes you, we are here to recalibrate as needed. 

Experts at your service

As an Professional Investor and Private Wealth client, you get to enjoy personalised service and advice from our team of wealth experts.

FAQs

What are the benefits of being a Syfe Private Wealth client?

Our Private Wealth offering combines the best of digital wealth management with personalised investment advisory by industry veterans. As a Syfe Private Wealth client, you not only enjoy low fees but also get access to a range of products and services which are typically not available for retail clients from other tiers.

Syfe’s Private Wealth offering currently includes:

Lower Fees
In-depth financial planning and advice
Dedicated Wealth Expert

Schedule a call with our dedicated team of wealth advisors. here

Does one need to be an Professional Investor to be a Syfe Private Wealth client?

Being an Individual Professional Investor is not a prerequisite.

Is there a minimum investment amount required to be a Syfe Private Wealth Client?

Our Private Wealth clients typically start relationships with at least HKD 5 million in assets.

The information contained herein is for general information and reference purposes only. Information on this website is not and should not be construed as an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. It is not intended to form the basis of any investment decision.
‍
Investors should not make any investment decision based solely on the information and services provided herein. Before making any investment decision, investors browsing this website should consider his/her own circumstances including but not limited to his/her financial situation, investment experience and investment objectives, and should understand the nature, terms and risks of the relevant investment funds in detail.
Unless otherwise specified, all historical figures shown are for illustration purposes only and not necessarily indicative of future performance. All forms of investment carry risks, including fluctuation of prices of fund units and the possibility of loss of the capital invested. Please ensure that you fully understand the risks and costs involved by reading the Risk Disclosure Statement.
‍
The fund(s) mentioned above may not be authorised by the Securities and Futures Commission ("SFC") in Hong Kong. Please seek professional advice from an independent financial consultant where necessary. The webpage(s) and this advertisement have not been reviewed by the SFC. Syfe Hong Kong Limited (“Syfe”) is a Hong Kong Corporation licensed by the SFC (CE No. BRQ741) under Types 1 (Dealing in Securities), 4 (Advising on Securities), and 9 (Asset Management) for conducting relevant investment activities.
‍
Every reasonable care has been taken by Syfe to ensure that the information included on this website is correct, up-to-date, complete, fit for its intended purpose and in line with relevant legislation and regulations. However, errors or omissions may occur due to circumstances out of Syfe’s control and information or forecast, being current only as at the date it is first posted, showing prevailing market conditions and certain assumptions (which may not be proven valid) posted on this website is and may no longer be true or complete when viewed by you. No warranty will be given or representation made, regarding the accuracy, validity or completeness of the information on this website and no liability is accepted by such persons for the accuracy or completeness of such information.