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Wan Discretionary Investment Management Service ("Wan DIM Service")

Allow an Out-performing Investment Manager to manage your asset on your behalf

"A Fund Manager shouldn't solely provide value for the rich. The current investment threshold of a hedge fund may not be an acceptable starting point for the general public, my goal is to further lower the investment threshold and cater to the portfolio management needs from retail clients as well."

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Henry Wan, 2020

Why Wan DIM Service?

Investing towards a better future

HKD 180,000

Much acceptable investment threshold

+91.8%

Highest past annual investment return*

$0 per month (Limited Discount)

Revolutionary flat management fee 

*Past Performance is No Guide to Future Performance

Advantages of Discretionary Investment Management Service

Abstract Rock

Client Money Protection

One of the biggest advantages of an DIM Service is client money protection. As the account is opened under the name of respective investors, there is no fund outflow to any offshore fund or third-party account.

Transparency

A Hedge fund manager will not disclose all transactions to you, as an investor you will only receive a fund unit price per month.

 

Comparatively, DIM service is 100% open and transparent in the sense an investor will receive monthly statements and even daily transaction records, if any occurred. 

Flying Acrobatics
Flexible Payment Planning

Flexibility

A lock-up period is a window of time when investors are not allowed to redeem or sell shares of a particular investment. Hedge fund lock-ups are typically 90-180 days. Investors usually want the shortest lockups  to meet unexpected liquidity needs.

DIM service typically has no lock-up, investors can deposit or withdraw fund anytime.

Easy Account Opening

The account opening process is simpler and faster than hedge funds subscription, without the need of providing asset proof.

Professional Swimmer

聲明

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本數據無意擬作完整及最終版本,且不保證本數據的準確性及完整性。投資涉及重大風險。過往表現並不代表將來表現。全權委托投資管理服務的投資目標未必可達到,投資表現或不時產生巨大變動。全權委托投資管理服務無意擬作任何投資者的完整投資計劃。準投資者投資前須謹慎考慮該投資是否適合個人情況及財政資源。
本人清楚明示本內容概不構成任何投資意見或購買任何股票及金融產品的特定推薦意見,本內容亦並非就任何個別投資者的特定投資目標、財務狀況及個別需要而編製。投資者不應只按本簡報的內容進行投資。在作出任何投資決定前,投資者應考慮產品的特點、其本身的投資目標、可承受的風險程度及其他因素,並適當地尋求獨立的財務及專業意見。