KGI Asia launches KGI Asia Sage, a new Wealth Management Service

Reached US$1.5 billion in AUM in just two short months Expect it will grow by 100% within one to two years

HONG KONG SAR – Media OutReach – 6 March 2023 – KGI Asia officially launched “KGI Asia Sage”, a new wealth management service.

KGI Asia Sage provides clients with wealth management needs in Asia. We take a holistic and forward-looking approach to wealth management by exploring opportunities and developing customized wealth solutions to help our clients protect and preserve the wealth of their families and future generations.

The launch ceremony held earlier last Wednesday was officiated by Mr. William Fang, President of KGI Securities, Mr. Reddy Wong, Chief Executive Officer of KGI Asia, Mr. Patrick Lin, Head of Global Markets, KGI Asia, Mr. Kevin Tai, Head of International Wealth Management of KGI Asia and Mr. Antony Kristanto, President Director of KGI Asia Indonesia.

William Fang, President, KGI Securities, says, “KGI Securities has a long history of operating in the Asian financial markets, including Taiwan, Hong Kong, Singapore, Indonesia, and Thailand. We provide forward-thinking and customized investment services and financial products, thanks to our customer-centric approach and innovative capabilities.”

Reddy Wong, Chief Executive Officer of KGI Asia, says, “It is no secret that due to strengthening economies, greater savings, and new wealth creation, Asia Pacific affluence is on the rise, to cater to this market, we have proudly decided to launch KGI Asia Sage, an exciting and brand-new customized wealth solution that focuses on protecting and preserving the wealth of our clients’ families and their next generations. We believe that wealth management business will be key to KGI Asia in the years ahead.”

With a 25-year history in Hong Kong, KGI Asia is one of the region’s leading financial brands. We are committed to providing wealth management, brokerage, investment banking, fixed income and asset management services to corporate, institutional, and individual clients. Firmly backed by our parent company, KGI Securities Co. Ltd. and China Development Financial Holding Corporation in Taiwan, and a robust Asia network that spans Taiwan, Hong Kong, Singapore, Indonesia, and Thailand, we are dedicated to helping our clients explore cross-border investment opportunities.

Kevin Tai, Head of International Wealth Management KGI Asia, says, “We understand that clients not only rely on traditional ways to manage their wealth, but also take into account total wealth solutions at every stage of their lives. At KGI Asia, we take a holistic approach to wealth management, explore opportunities, and develop customized solutions to help our clients explore cross-border investment opportunities. KGI Asia Sage has provided client with wealth management services with investable assets over US$250,000 this year. In just two short months, we have successfully reached US$1.5 billion in AUM, and we expect it will grow by 100% within one to two years. We are determined to become a preferred wealth management partner in Asia within the next three to five years.”

With a strategic focus on wealth management, our 300 relationship managers partner with our specialists from the Investment Strategy Team and Product Team to help our clients navigate through volatile markets. Drawing on our extensive experience, industry knowledge, research-based advisory services, and strong execution capabilities, we leverage our group-wide expertise to craft sustainable wealth solutions tailored to our clients’ goals and risk tolerance throughout the wealth cycle.

A range of products and services exclusive to KGI Asia Sage clients includes:

• A broad array of investment products, including securities, bonds, investment funds, and structured investment products.
• Customized investment solutions and portfolio advisory services.
• With our portfolio leveraging and tailored financing options, and preferential financing interest rates, the potential returns and purchasing power of clients’ investment portfolio/IPO subscription can be enhanced.
• To assist clients with cross-border investment needs, we provide one-stop service to assist clients with identity authentication via our service providers in Asia.
• KGI Asia’s exclusive “Wealth Insights” provide the latest market trends, along with KGI Asia Sage exclusive investment strategies.

To learn more about KGI Asia Sage, please visit via https://www.kgi.com.hk/en/sage.


Hashtag: #KGIAsia #KGIAsiaSage

The issuer is solely responsible for the content of this announcement.

About KGI Asia

KGI Asia¹ is one of the region’s leading financial brand since 1997. Our scope of businesses compasses brokerage, wealth management, investment banking, fixed income and asset management. We are committed to offering a broad range of financial products and services to corporate, institutional and individual clients throughout Asia. Backing by our parent company, KGI Securities Co. Ltd. and China Development Financial Holding Corporation in Taiwan, we have a robust Asia footprint covering Taiwan, Hong Kong, Singapore, Indonesia and Thailand. KGI Asia Limited attained a BBB+ rating by Standard & Poor’s and received the “Private Wealth Management Award” at the 2022 Corporate Brand Awards of Excellence organized by the Hong Kong Economic Journal.

Disclaimer

All the information contained in this document is not intended for use by persons or entities located in or residing in jurisdictions which restrict the distribution of this document by KGI Asia Limited (“KGIA”) or any other affiliates of KGIA. Such information shall not constitute investment advice, or an offer to sell, or an invitation, solicitation or recommendation to subscribe for or invest in any securities or other investment products or services nor a distribution of information for any such purpose in any jurisdiction. In particular, the information herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States of America, or to or for the benefit of United States persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof). All the information contained in this document is for general information and reference purpose only without taking into account of any particular investor’s objectives, financial situation or needs and may not be redistributed, reproduced or published (in whole or in part) by any means or for any purpose without the prior written consent of KGIA. Such information is not intended to provide any legal, financial, tax or other professional advice and should not be relied upon in that regard. All investments involve risks. The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling securities. You are advised to exercise caution and undertake your own independent review, and you should seek independent professional advice before making any investment decision. You should carefully consider whether investment is suitable in light of your own risk tolerance, financial situation, investment experience, investment objectives, investment horizon and investment knowledge.

^1. KGI Asia in this paragraph means KGI Asia Limited and its affiliates.