Our clients include top tier professionals from leading international firms as well as successful entrepreneurs and business owners across Asia.
We classify “high net worth” individuals, families or business as having a net worth of US$2 million and above.
Our minimum investment requirement with our firm is US$500,000 or equivalent currency in one or multiple accounts that we directly manage. This may include personal portfolios, retirement and superannuation schemes, and education funds.
However, we don’t just manage investment portfolios.
We will quote you our upfront fee for service and this will vary with the size and complexity of your estate. We will also provide quotes of other third party professionals for their fees such as lawyers, accountants and trust companies. This is achieved through our “Engagement Pack”.
After our initial discovery session and due diligence we shall issue you both electronically and physically with an engagement pack with our terms of business, fees and outlined strategy moving forward. This is provided upfront without any initial obligation. You are then fully educated about our service and may proceed at will.
If you think we may be of service to you and your family, please do not hesitate to contact us at:
EXS Capital
Todd Pallett, Managing Director
Direct: +852 3752 8834
todd@exscapital.com
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Our process – The first year experience |  |
