External Private Banker

We build an investment platform in partnership with the world’s premier private banks, aligned to your needs.

Traditional private banks designate relationship managers to accounts. As an employee of the bank, the relationship manager is inevitably driven by sales targets. Moreover, some managers may make recommendations that prejudice the interests of clients with the intention of inflating their own performance indicators.

External private bankers provide investment services in accordance with open and transparent management principles, putting clients, instead of dealing commissions, as top priority. Aligning our own interests with those of our clients, we go to great lengths to ensure the best price and lowest commission for the execution of trades.

Do you trust your bank manager to act under these same principles?

Proportion of assets managed by external asset managers in the overall industry

Business Models with Clearly Responsibilities


  • Account Opening
  • Limited Power of Attorney


  • Banking Products and Banking Serivce
  • Client Asset Custody


  • Asset Management and Agreement
  • Investment Guideline Restrictions


  • Client Relationship Management
  • External Investment Mangement


  • External Asset Mangement
  • Framework Agreement


  • Order Execution
  • Market Research and Information


Economic efficiency

  • Lower dealing fees to be charged by the bank
  • Capture optimal timing for Investment
  • Technical analysis to identify buy and sell signals

Time savings

  • Analyse research reports from different banks
  • Achieve real diversified investment while maintaining controllability
  • Wider investment spectrum

Risk management

  • We manage your wealth round the clock to ensure quicker response
  • Effective deployment of monitoring software
  • Better positioned to break away from the trap of “investor psychology”

Single Private Banking Account vs. External Asset Management

Single Private Banking Account

External Asset Management

  • Dependent on the capability of a single account manager
  • Reliant on single bank’s research
  • Lack bargaining power on fees
  • Bank’s interests shall be the account manager’s primary consideration
  • Subject to client’s time, knowledge and intuition
  • Slower response to market
  • Support of full team
  • Access to research reports of multiple banks
  • More favourable transaction fees
  • Act genuinely in client’s interests
  • Draw on professional manager’s vigour,knowledge and analytical skill sets
  • Quick response to market changes

Cost Efficiency