Discretionary Account Service/
External Asset Manager(EAM)
Edge of our EAM services
Our EAM service provides clients with a one-stop solution for asset management. Based on clients’ specific needs, investment targets and risk appetite, we tailor make investment portfolio with relevant investment strategies, investment style, and asset classes.
EAM Structure
Client
Private Banks
External Asset Manager (EAM)
Account Opening
Investment Management Mandate Agreement、Limited Power of Attorney
(LPOA)
EAM Agreement
Asset allocation, investment management, account management services
Custody of client assets, product and trading plaftorm
Private Banks
Private banks offer rich and diverse financial and investment products, deposits, insurance and financing services. There are different advantages and limitations from the products and services provided by different private banks. As an independent external asset manager (EAM) to provide clients with tailor-made asset management solutions, Wealth Harbour integrate the best and most suitable products and services of the private banks from a neutral and objective perspective.
To ensure our investors' assets are fully protected, all assets are deposited and under custody in the private banks and securities brokers accounts in their name. Through the LPOA, clients only needs to delegate the trading authority to us. Clients remain full control to their fund or assets transfer, and are available to monitor the performance of their accounts from time to time.
External Asset Manager (EAM)
Subject to the investment management mandate agreement for investment management, the private bank and securities accounts in the name of clients are managed by us as a SFC regulated and licensed coporation.
Our EAM service provides clients with a one-stop solution for asset management. Based on clients’ specific needs, investment targets and risk appetite, we tailor make investment portfolio with relevant investment strategies, investment style, and asset classes. The investment management mandate agreement will be customized according to the clients' needs and drafted by an independent third-party legal advisor to ensure compliance with laws and regulations and the rights and interests of investors