Wealth Management – Bringing The Best Together

There is more to investing than just numbers.

 

When ChapmanCraig was established in 1995, we wanted to bring to Hong Kong and the region a level of investment knowledge and personal service not being experienced by local investors. We take investing to a personal level by working closely with clients to assess their financial situation and wealth planning objectives.

 

Investment accounts are primarily segregated portfolios of traded securities, but may include a pooled fund. Each portfolio is part of a wealth management plan that focuses on long-term capital appreciation and the income needs of that individual, family or enterprise.

 

All portfolios benefit from analysis by in-house industry experts and outstanding portfolio managers at Letko, Brosseau & Associates.

 

We collaborate with your outside advisors to provide seamless execution on matters such as trust administration, pension plans, cash movements and borrowing arrangements.

Professional Resources

Our clients benefit from the expertise of Letko, Brosseau & Associates, a top-tier, independent portfolio manager to generate strong long-term financial returns.

 

We have also entrusted RBC and ScotiaTrust to provide our clients with the safekeeping and reporting in which our clients can put their trust.

 

Relying on our modern, secure and purpose built systems, we collaborate with these service providers to ensure compliance, clear communications, accurate reporting, and asset custody and clearing.

Letko, Brosseau & Associates (Portfolio Manager)

With over US$24 billion in assets under management, Montreal-based LBA (LBA site) has helped drive ChapmanCraig’s consistent and outstanding performance, having beaten their benchmarks for over 20 years. LBA is registered with the provincial securities commissions in Canada and the Securities and Exchange Commission in the United States; and complies, with respect to U.S. clients only, with the Advisers Act of 1940

RBC Investor & Treasury Services and ScotiaTrust (Custody Banks)

Both the Royal Bank of Canada and Scotiabank are Schedule 1 commercial banks licensed and regulated by the Canadian Banking supervisors and each has over US$200 billion of assets. As custodians for ChapmanCraig’s client funds and securities, these banks give our operations the transparency and security needed to ensure a trusting relationship with our clients.

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