Investment immigration consultancy services available on the market usually do not provide specialised investment consultation, and the investment might not be under professional management. Nevertheless, SHK CIES Discretionary Portfolio Management Services manages tailor-made investment portfolios based on each client's risk profile and expected return. SHK Fund Management Limited provides professional asset allocation services upon subscription, helping you manage your investments with ease under the CIES.

In addition, specialised investment advisers provides financial advice to SHKFM based on different market conditions, SHKFM manages client's account by allocating specified financial assets (“specified financial assets”) required by the CIES, including equities and debt securities. By opening one single account, you can manage your financials with great ease, as our investment specialists endeavor to achieve potentially higher returns for you.

SHK CIES Discretionary Portfolio Management Services is your preferred choice for investment immigration.

Customised Investment Portfolios:

We hope that based on each client's risk appetite and investment return objectives, the investment portfolio may meet the unique needs of that particular high net worth client.

High Flexibility of Investment Portfolio and Risk Diversification:

We hope that the investment process may determine the applicable long term strategic asset allocation for each client and provides flexibility for tactical asset allocation decisions to add value. The flexible asset allocation between equities and debt securities can be adjusted dynamically to diversify risk in different market situations. In the meantime, we aim to achieve total return through long-only portfolios.

Specialised Investment Advisers Possess Proven Performance Track Records:

Specialised investment advisers possess robust investment processes and proven performance track records in managing portfolios so that clients can have confidence in them.

100% Discretionary:

SHKFM has full discretion to manage the investments within the account; so client can save the management time and can also try to maximize the returns potential of the assets.

High Transparency:

Detailed portfolio statements will be provided to the client on monthly basis, reflecting account activities such as trading records, existing portfolio and cash balance, allowing the clients to get a full understanding of their accounts.

Reasonable Fees:

As the account service fees are reasonable, our clients can enjoy value for money portfolio management services.

Market Commentaries：

Market commentaries will be provided to clients on a monthly basis.

Fulfill the CIES Requirements in respect of Specified financial assets :

The account will invest in specified financial assets under the CIES in an attempt to support the client's application for permanent resident status in Hong Kong.