Tools for Private Investment-Seminar (Slides are in Cantonese).
Author: @aljif7
Platform: Steemit
Date: 22 June 2025
Category: Finance-Education
Yesterday Saturday I attended some seminaries about Finances and Insurance.
The last one it's the one caught more my interest--even if was in Cantonese...
I transcript after every slide, so I can learn the explanations they did in Cantonese, at least some good percentage adding new information to my knowledge about Finances. I am using qwen.ai to translate every slide.
Global Presence
Monetary Authority of Singapore
Capital Markets Services License/
Exempt Financial Adviser (including the ability to distribute insurance)
License No.: CMS101245
Securities and Futures Commission, Hong Kong
Type 1, Type 4, and Type 9 licenses
License Nos.: BRZ740, BSJ229, and BSJ232
Insurance Authority, Hong Kong
Insurance Broker License
License No.: FB1770
Mandatory Provident Fund Schemes Authority
License No.: IC001086
Dubai Financial Services Authority – Category 3C
License No.: 5557
Title of the slide: Comprehensive Wealth Solutions
Subtitle or explanation:
Ascend Wealth Solutions offers a full range of services tailored to your personalized needs, providing comprehensive solutions for all your financial requirements.
(Following the chart: First Part of the Diagramme)
Wealth Planning
• Life Insurance
• Will Setup
• Comprehensive Estate Planning
• Tax Planning, including application for
Singapore Family Office (13O, 13U)
(Second part of Diagramme)
**Asset Management **
• Alternative Investments
• Investment Advisory
• Investment Strategy & Asset Allocation
**Private Equity **
• Private Funds / Variable Capital Companies (VCC) / Limited Partnership Funds (LPF) / Open-ended Fund Companies (OFC)
(Third part of Diagramme)
**Non-Bank Asset Investments **
• Private Aircraft & Yachts
• Cryptocurrency/NFTs
• Wine Investment
• Real Estate Investment
(Four Part of the Diagramme)
**Trust & Corporate Services **
• Trust Management
• Family Shareholding
• Nominee Services
• Property Management
• Fund Administration Services
Title of Slide: 投资产品/ Investment Products
Subtitle/Explanation:
Ascend Wealth Solutions tailors comprehensive wealth strategies for each client to achieve their individual investment goals and financial aspirations.
机构观点 / Institutional Insights
Leveraging our resources in research reports and investment banking, we provide you with a customized investment experience and world-class investment insights.
另类投资 / Alternative Investments
Through our extensive network of resources, we provide you with top-tier alternative investment opportunities, including industry-leading fund management firms and exclusive direct investment opportunities.
外汇管理 / Foreign Exchange Management
Directly inquire and transact on investment bank platforms based on your personal or corporate investment/hedging objectives.
融资 / Financing
Supporting your financing needs, including mortgage loans, asset financing, and single stock loans provided by top-tier lenders, as well as professional term negotiations and seamless execution.
高级风险管理 / Advanced Risk Management
Leveraging our internal platform, we maintain continuous monitoring of investments and will adjust strategies as needed to adapt to market volatility and evolving investment objectives.
精心策划的投资构架 / Thoughtfully Structured Investment Framework
We work closely with you to design investment structures using Variable Capital Companies (VCCs), AMCs (Actively Managed Certificates), and other private investment vehicles tailored to your personalized preferences.
Title: 直接获得机构定价 / Direct Access to Institutional Pricing
TREX uniquely empowers clients to effortlessly build their own products, directly connect with investment banks for pricing, and complete everything within 30 seconds.
Red circle:
Choose Your Preferred Trading Counterparty
Blue Circle: ?
Title: Unique Private Fund Investment Opportunities
Subtitle:
Ascend Wealth Solutions can connect you with top-tier alternative investment fund managers to design the optimal investment strategy tailored to your needs.
Example of Weekly Fund Selection:
FCN-Ideas:
Well, after a review of slides, with the help of AI, I can say they is an offer of Investment opportunities. And the final ideas are similar to Options or Warrants, which I am somehow familiar.
This kind of services I would be able to offer in future I continue learning on their seminars.
In the meantime, I am advancing on Insurance services.
One of the new things I am learning from this conference:
Wealth Planning
- Life Insurance, Estate Planning, Tax Planning, Wills
👉 What I note as important this is long-term personal and family financial security planning, not just short-term trading. These are essential tools if you're building generational wealth or want to protect assets for loved ones. Therefore, the profile of Investors are totally different from the usual investment offers.
Anyone in Hong Kong can ask for a meeting and we can give the picture of Insurance Services and Finance Plans, for sure we can tailored your needs.
That’s all for now my friends! Thank you for your support! Don’t forget: Engage, comment interact and we all grow here!
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