Bridging Traditional Finance and Digital Assets

Institutional-grade investment solutions for today's visionary investors

About Us

Wealth Express spun off from China's largest securities firm in 2015 and has evolved into a diversified capital group spanning digital assets, private wealth management, systematic investing, private equity, and distressed credit. Our mission is to bridge the worlds of traditional finance and digital tokens for today's visionary investors.

Our Philosophy

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Wealth preservation & intergenerational growth

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Embrace market cycles with caution & conviction

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Wealth preservation & intergenerational growth

Leadership

William Chan

Chairman & Risk Committee Chair

Teresa Yang

Deputy CEO

Li Pan

Chief Investment Officer

Michael Chen

Chief Technology Officer

Digital Assets Solution

Seamless, fully-regulated conversion between tokens and fiat, powered by institutional-grade custody and clearing.

Client Crypto Custody Exchange Exchange Banks (HSBC, DBS, etc) Client Bank USDT USDT USDT USD USD USD USD
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Cooperated with: more than 200 exchanges, more than 10 banks

Investment Solutions

20+ Years of Institutional Investing Experience

We focus on our key strengths and continue to work on the areas where we have an edge. We build custom portfolios for institutional investors, family offices, and other investors, all in pursuit of outperformance and making a positive, real-world impact.

Global Enhanced ETF Strategies

Over the years, we have developed enhanced index fund models that use multi-factor models to construct investment portfolios and machine learning for hedging. Results by these models have surpassed the index performance and are well accepted among institutional investors.

Taking CSI 300 as an example, the actual performance of our index fund has been about 10% higher than the index each year since 2015.

S&P HANG SENG NIKKEI 225 FTSE 100 DAX CSI 300 CAC40

Global Multi-Asset Systematic Investment Strategies

In addition to having an in-house built advanced simulation and portfolio construction platform, which can simultaneously handle huge data sets, our edge comes from multi-source and multi-dimensional data architecture and data sets.

700 dataset
85 exchanges
15000 uncorrelated data field
1000 Full level orderbook

We applied statistical arbitrage strategies to crypto currency trading, and achieved a sharp ratio of 3.5-4.

Corporate Transformation Investment Opportunities

Our fund management company originated from the investment banking business of securities firms. Spin-offs of listed companies, rights offerings, privatizations, acquisitions, and mergers are all opportunities. Our advantage is that we can propose solutions and also provide funding to implement them.

Since 2015, we have participated in and invested in 213 listed companies, achieving strong returns regardless of bull or bear market conditions.

Private Equity Investment Opportunities

Our edge lies in that we can source quality deals that other investors find difficult to get. Another edge we have is our active participation in corporate transformation investment opportunities. This bridges the gap between private equity and listed companies, allowing those shares in the private market to become tradable shares.

In addition to direct equity investments, we also invest in leading domestic private equity funds. We have already invested in 27 such funds, achieving strong results and establishing strong alliances with top-tier private equity managers.

Bespoke Solutions

Each client is unique, and its requirements may go beyond simple passive investment returns. Fully leveraging our advantages in the capital markets, digital assets and the extensive network we have established, we provide customized solutions specifically for our clients.

OUR OFFERING

Global Investor Program

An exceptional programme, the Global Investor Program ("GIP"), offers a unique financial investment and immigration scheme in Singapore. This remarkable initiative extends the privilege of legal citizenship and/or residence rights to qualified applicants in exchange for a capital investment managed by Singapore companies.

Tailored to the specific requirements of GIP, meticulously administered by Wealth Express, it seamlessly combines qualified investments with stable returns and dividends, and provides up to 80% of financing options.

Shareholder Value Maximization

Our clients are almost all business owners, either listed or unlisted. Some clients are eager to increase the market value of their listed companies. Some clients may hold mining rights but are unsure how to monetize them. There are countless similar situations, and the core issue is to increase market value or monetize assets or businesses.

Transferring Capital Across Borders

Capital in many countries cannot flow freely, and many countries have laws controlling capital inflows and outflows. Under the premise of legality and compliance, we leverage our scale advantages, our large trading volume in the capital markets, our partnerships with banks and other institutions, and special channels approved by the state (such as China's QDLP and QDII) to provide solutions for our clients.

High-Conviction Co-Investment Opportunities

We have numerous opportunities for co-investment in private equity and restructuring and transformation of listed companies. We reserve certain opportunities for specific clients who prefer to make their own decisions and manage their own time. This arrangement strengthens our relationships with our clients.

Our Clients

"Birds of a feather flock together"

We're proud to serve:

  • Long-standing ultra-high-net-worth families
  • Sovereign wealth funds & institutional partners
  • Family offices & digital-native allocators
10+
Years of Trust
$2B+
AUM under Management
50+
Exclusive Institutions

Contact Us