服务全球华人

Serving the Global Chinese

仁和智本以全球客户的财富管理需求为服务核心,根据客户的财务状况、风险偏好、家庭构成等具体情况,向客户提供多方位、综合性金融服务,具体涵盖资产配置服务、产品咨询服务、事务管理服务及财富教育咨询服务等。基于在资产管理方面的经验, 以及对华人投资人的了解,通过安全、稳健、专业、全球化的特色服务以期帮助投资人实现财富增长及传承。
财富管理以上海为中心,以美国为腹地辐射全球,目前已在休斯顿、纽约、洛杉矶、深圳、南京、杭州、嘉兴等多地设有财富办公室,为全球投资人提供财富管理服务。

Harmonia Capital takes the wealth management needs of global customers as its core service and provides comprehensive financial services to clients according to their financial situation, risk preference, family composition and other specific circumstances, specifically covering asset allocation services, financial products services, concierge management services and wealth education services. Based on our experience in asset management and understanding of Chinese investors, we can help every investor achieve wealth growth and stable inheritance through the unique services of security, conservatism, professionalism and globalization.
Harmonia’s wealth management business established its footprint with Shanghai as headquarter and the United States as primary market, expanding our business across the world. At present, its wealth management offices have been set up in Houston, New York, Los Angeles, Shenzhen, Nanjing, Hangzhou, and Jiaxing.

投资全球机遇

Investing in Global Opportunities

仁和智本投研团队在全球范围内甄选项目,根据市场情况进行筛选,对项目进行深入地研究、尽调和风险把控,追求绝对收益,为投资人提供收益和风险匹配的投资产品。
仁和智本财富团队深入了解投资人的需求,根据超高净值客户的投资偏好,帮助其在特定资产类别项下, 甄选出优质的投资标的,追求相对收益,协助投资人进行投资和资产配置。
投资顾问服务:团队已正式得到美国证券交易委员会( SEC )的批准,获得美国注册投资顾问( RIA )牌照,为全球投资人提供投资咨询服务。投资顾问将以专业的知识和严谨的态度,对投资人咨询的已投或备投项目,提供客观的投资建议。

The research and investment team in Harmonia Capital selected projects from the worldwide for its investment criteria based on submarket research, in-depth onsite investigation and risk-oriented due diligence. We pursue the strategies with maximum return and minimum risk, and providing products that matches our clients’ preference.
Harmonia Capital Wealth Team has a deep understanding of the needs of investors, and based on the investment preferences of high-net-worth individuals, it helps them to select high-quality investment targets under specific asset categories, pursuing relative returns and optimum asset allocation for investors.
Harmonia Capital has already officially approved through its subsidiary with a US Registered Investment Adviser (RIA) license to provide investment advisory services to global investors. The investment advisers will, with professional knowledge and rigorous attitude, provide objective investment advice to the invested or prepared projects upon consultancy by investors.