Providing comprehensive wealth management plans that is tailor to different clients’ needs is far beyond the capabilities of any single professional consultant. We assemble a team of specialists from different fields ranging from legal, insurance, investment, real estate, commercial and tax to provide integrated services for clients to make the right decisions.
Other Service
We Focus on Preserving and Protecting Your Wealth
Wealth Management
Novel Wealth provides unique asset value-added services to high net-worth clients and enterprises. We design comprehensive financial plans to meet the different phases of the customer's financial needs for risk reduction, wealth creation, value addition and inheritance.
Fund Management
As the establisher of the fund, Novel Wealth distributes assets in real estate, equity and bonds. We take advantage of our unique ability to mitigate and control our risk while maximizing profits in order to achieve mutual benefits for all parties.
Equity Investment
Novel Wealth combines our own resources and external funding to invest in high-quality non-listed enterprise equity, and provide financing solutions.
Wealth Succession
Novel Wealth provides the most comprehensive personal protection and financial planning for the clients. We work closely with top tier international insurance institutions and trust companies to design the most suitable insurance and trust solutions for our clients.
We understands that each family is unique. A strategy is necessary if family wealth is to be protected and enhanced from generation to generation. This will include setting out clear objectives and management perimeters for the family’s wealth, to ensure that there is an efficient transfer of wealth through generations.
Capital Advisory
Novel Wealth provides in-depth advisory services to our clients for ease of administration. We continuously exploit valuable investment opportunities while anticipating potential investment risks and proposing solutions.
Novel Wealth has strong ties with myriads of local investment banks, thus keeping abreast with individual investment banking policies, risk appetites, advantages and drawbacks. Timely information feeds ensure clients can match their needs with suitable banks to attain the best result.
