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ALPHA has different trust plans to suit your unique circumstances and financial needs.

Trust products are offered by Alpha Asset Management Limited which is a wholly owned subsidiary of Alpha Trust (Cook Islands) Limited.

 

Trust products contained herein have not been authorized by the Securities and Futures Commission and should not be sold to members of the public in Hong Kong.

Wealth Value Trust (WVT)

Wealth Property Trust (WPT)

Wealth Accumulation Trust (WAT)

 

Wealth Value Trust (WVT)

​Tailor-Made for Global High Net Worth Individuals and Their Families 


Capable of Holding and Managing Multi-Asset Class, for example: 

  • Bank Deposits,

  • Mutual Funds,

  • Stock Shares,

  • Bonds,

  • Real Estate Properties,

  • Precious Metals,

  • Insurance Policies, etc.

 

Wealth Property Trust (WPT)

Designed for Real Estate Property, including:

  • Residential Homes,

  • Shops,

  • Offices, and

  • Industrial Buildings.

Access to an extensive network of:

  • Real Estate Specialists,

  • Lawyers,

  • Accountants, and

  • Tax Advisors,

 

Wealth Enhancement Trust (WET)

  • A lump-sum single contribution plan for buying financial assets

  • Catered for medium to long-term financial needs

  • Flexibility to take one-off or regular withdrawals

  • Through Early Investment and Compound Effect, to aim at higher expected returns

  • Risk mitigation through asset allocations and diversification

 

Wealth Accumulation Trust (WAT)

  • A long-term regular savings plan for financial investments

  • Smart investing through Dollar Cost Averaging

  • For Children Education Fund

  • For Retirement Planning

  • For Buying Your Own Home

  • For Luxuries In Life

Trust products contained herein have not been authorized by the Securities and Futures Commission and should not be sold to members of the public in Hong Kong. 

© 2018 by Alpha Trust (Cook Islands) Limited. All rights reserved.