Strategic investment advice for cross-border mandates. We help clients identify, evaluate, and structure investment opportunities across Asian and global markets.
Cross-border asset allocation strategy
Sector and thematic investment research
Portfolio construction and risk review
Due diligence support
Available
02
Financial advisory
Independent financial advisory services for institutional transactions, capital raising, and structured cross-border investment vehicles.
Independent financial advisory mandates
Capital raising and placement support
Structured note and product advisory
Regulatory and jurisdictional guidance
Available
03
Fund management
Active management of cross-border multi-asset strategies. We operate discretionary mandates and fund structures tailored to international investor profiles.
C&K Multi-Asset Fund I (USD)
Discretionary managed accounts
Thematic basket strategies
Digital assets and gold allocation
Available
04
Research subscription
Premium access to all Charles & Kwok published research, data tables, and model outputs. Dual English and Chinese editions for each report.
Full research library access
New report alerts on publication
Proprietary data and model outputs
Analyst Q&A access
Coming soon
05
Model portfolios
Rules-based, scalable allocation frameworks designed for RIA, multi-family office, and institutional use. Rebalanced on a defined schedule.
Conservative, balanced, and growth tiers
Quarterly rebalancing with commentary
Transparent factor and risk attribution
White-label licensing available
Coming soon
06
Investor portal
Secure client reporting and document platform. Portfolio analytics, performance history, fund documents, and direct adviser access in one place.
Portfolio performance dashboards
Document vault (fund docs, reports)
Secure messaging with the team
Multi-currency reporting
Coming soon
Discuss a mandate
For service terms, engagement structure, or an introductory conversation, reach out to the Charles & Kwok team directly. We serve institutional and qualified private clients globally.