Portfolio Management

Chelsea Securities Ltd. creates and manages customized portfolios for Professional Investors as defined by the Hong Kong Securities and Futures Commission.

The portfolios are run with client’s input and interests in mind. However, the day-to-day investment decision may be given to the portfolio manager. Typically, portfolios have a broad exposure to companies listed in the global market. Clients receive regular updates on portfolio performance and commentary on significant market-driven events. Chelsea’s clients appreciate direct interaction with Chelsea’s portfolio managers, as well as the focused attention given to their investment goals.

Wealth Management

We offer wealth management to clients by providing family office services to ultra-high net worth clients with family governance, succession planning, offshore trust and other bespoke professional service.