EXS Capital Management was born out of the frustration that three financial advisors were experiencing after long careers in wealth management. We decided to create EXS Capital to be the change in the industry that we wanted to see. These partners have purposely designed EXS Capital every step of the way to be the ideal “client side” firm for high net worth expatriates and multi-jurisdictional Asians.
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Our business model aligns our interests with your own. Unlike many commissioned private bankers and independent financial advisers, we charge transparent flat fees, and then a simple percentage of assets. We are therefore unconflicted as to investment strategy and product.
What does this mean? Our experience with clients is that they appreciate the truth and that has led us to take the following stance:
- No proprietary funds – There are NO proprietary funds at EXS Capital. This allows true independence when advising clients without bias or agenda
- No upfront commissions – As part of our “Terms of Business” we actually state in writing that we do not take any upfront commissions on investments. You not only have our word…you have it in writing.
- No managed funds – We generally avoid managed funds in favor of low cost, low drag, low tax diversified ETF (Exchange Traded Funds) portfolios
- No structured products – We do not believe in structured products where the client cannot see where their money is invested nor understand the underlying investment. The global financial crisis and related sub-prime crisis brought the entire industry of structured products under the microscope. Many investors lost money on what they thought were capital guaranteed investments
- Confidentiality & Trust – All client information is held strictly confidential. Our advice is further subject to the protection of and compliance with applicable regulatory agencies
Finding the complete solution for you is a complicated, iterative process. It requires an expert, multi-disciplinary adviser who you trust and knows you well. We take a systematic, organized approach to your needs.
Our dedicated team and the appropriate specialists then work with you to construct, implement and monitor a strategy and combination of solutions that will help you achieve your objectives and adapt to your changing needs over time.
We do this by providing a best of breed approach in advising your estate and we surround you and your family with the most qualified in-house and third party counsel.
We are fully compliant in Hong Kong under both the Securities and Futures Commission (SFC) and the Confederation of Insurance Brokers (CIB). Some of our advisors hold dual licenses in Hong Kong and their home country, for instance Australia. This means our advisors can provide further regulated advice outside Hong Kong with far reaching protection for our clients not commonly available from other advisors.
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Services | How we charge |  |
