WEALTH MANAGEMENT

Menu-based Product Management System

The linkage between Hywin Fund and its product suppliers can be likened to an efficient Michelin restaurant. We exert stringent control over product selection, sales, and continuation with the ultimate aim to serve customers with delicious and wholesome foods.

Product Planning

We conduct joint planning with product providers at the beginning of each year to get a clear idea of product supply in the following year, and on that basis, develop an annual product roadmap.

Product Screening and Sales

We develop product supply plans based on the results of monthly strategy meetings, and screen products in accordance with market demand. Once the plans are approved by the product review meetings, the products will be launched.

Risk Assessment Process

Robust Product Management Team

Product Strengths

Hywin Fund Distribution Co., Ltd. has an excellent product R&D team. Committed to presenting quality products to customers, the team selects high-quality projects nationwide and develops the market in a professional, practical and innovative manner.
Hywin Fund has established strategic partnerships with a number of domestically- and internationally-leading securities companies, fund management companies, and banks. It has established a sound risk control system and a robust compliance management team, which conducts in-depth investigation and analysis of product structures, evaluates product safety, compliance, market scarcity and tailoring requirements, and provides services throughout the life cycle of products.

Services for Institutional Clients

Asset allocation：We develop asset investment and wealth management plans for institutional clients according to the nature of their assets and their financial parameters, to achieve a balance between customer expectations and risk tolerances.
Tax planning：We provide diversified tax planning solutions for institutional clients, in light of the characteristics of their services and the design of their organizational architecture.

One-stop Family Office Services

Wealth Management
- Financial Health Diagnosis
- Portfolio Allocation
- Bespoke Financial Services
Family Governance
- Family Charter
- Family Equity Governance
- Charity Management
Wealth Inheritance
- Children's Education
- Family Trust and Insurance at Home and Abroad planning
Value-added Services
- Tax and Citizenship Planning
- Legal Consulting

Flexible Custom Services

Family inheritance planning requires long-term vision and is subject to constant adjustments due to changes in governmental policies, nationalities of family members, and the trends in the investment markets. In particular, in recent years, HNW families are more concerned about CRS and individual tax reforms, among other tax issues. Wealth inheritance is not an issue that stands alone, but requires a holistic bespoke solution, covering lawyers, tax accountants, and investment consultants, among other issues, developed by a professional team.

Tax Reform
CRS Impact
Citizenship Change
Governmental Policies
Family
Relationship
Investment
Decision

Hywin Education—Beyond Wealth Management

Premium Overseas Study Tours
- Visit to Warren Buffett's Shareholders Meeting
- Philanthropic Study Tours to Africa
- Study Tours for Bhutan Mindfulness
- European Art and Philanthropic Study Tour
Bespoke Courses for Investors
- Behavioral Finance (In Real Life)
- Nine Types of Investment Mentalities Explained
- Investment Story: World Café Workshop
Bespoke Private Advisory Board
- Wealth-themed Private Advisory Board
- Corporate Executive-themed Private Advisory Board

Investment Strategy Conference—A Boost to Investor Education

Hywin Wealth is committed to providing diversified and professional value-added services to Chinese investors. The company holds investment strategy conferences, among other value-added service activities, annually to bring premium experience to customers by meeting their individual needs. These activities gather investors in one place to discuss the economic trends and identify investment opportunities.