Client
Our clients can download “Goldstream Connect” to manage their portfolio or contact our client service team.
Family Office-in-a-Box
We provide whole investment solution package to single/multi family offices (as well as some Fund of Funds and Manager of Managers) including team, operation, IT system, risk management, product selection and asset allocation. All can be done, in cloud with an open architecture, as quickly as within 60 days for initial asset under advice of as little as US$50 million .
Institution and Enterprise Investment Mandates
We provide bespoke investment solutions to financial institutions and enterprises. Bespoke mandates vary from cash management, fixed income investment, equity investment, alternative investment, and any sort of combination of the above. Minimum size of a mandate usually starts at US$50 million.
AI-powered Block Trading
Our cloud-based algorithm allow clients to carry out block trading in a low-cost and high-efficiency way minimizing market impacts.
Financial Intermediaries
We work with private banks, brokerages, trust companies, and IFAs to service the clients with our products. Click here to contact our client service team if you are interested.
High Net-Worth Individuals (HNWIs) and Small-and-Medium Enterprises (SMEs)
For those HNWIs and SMEs who have an average investable asset of above RMB100 million，we would recommend that you check out our products on the shelf. Click here to contact our client service team.
Individuals
We are currently servicing professional investors only. Our company is a public company listed in the Hong Kong mainboard. Our company’s circulars are here.