asset allocation
OVERVIEW
Consolidate your investments under one private trust
Simplify your investment management by consolidating your assets under a single trust account. Through UTGL’s trust platform, you can consolidate and administer a wide range of global asset classes within a secure fiduciary structure.
Stocks: US, China, and HK stocks.
Funds: Diverse mutual and exchange-traded funds.
Bonds: Government and corporate bonds.
Options: Flexible investment strategies.
IPOs: Initial public offerings and international stock subscriptions.
Structured Investment Products: Tailored solutions for professional investors.
Fixed Deposit: Stable and secure investment.
Lending: Earn rewards by supporting blockchain networks
KEY BENEFITS
Experience the UTGL advantages
01
No Capital Gains Tax in Hong Kong
Maximize returns with no capital gains tax, allowing your profits to grow tax-free.
02
Streamlined Digital Onboarding
Get started quickly with our streamlined, hassle-free onboarding process adhered to global compliance standard.
03
24/7 Asset Management
Access global markets anytime, enabling dynamic, round-the-clock opportunities.
04
No Expensive Requirements
Invest without high costs or hidden fees, making it accessible for all.
05
No Personal Visit Requirements
Open your account remotely with no need for in-person visits.
COMPARISON
The UTGL trust advantage: Beyond traditional banking
Discover why a Trust Account offers superior benefits for wealth management and asset protection.
FREQUENTLY ASKED QUESTIONS
Everything you need to know
monitor and provide instructions for my trust-held assets through the UTGL portal?
Our platform provides 24/7 access to global markets, allowing you to manage and optimize your assets anytime, anywhere.
How secure are my assets with UTGL Trust?
At UTGL, earning your trust and ensuring the security of your assets are our utmost priorities. We act as trustees and custodians in legal title, with all assets held by licensed financial institutions or top-tier custodians. This structure provides a robust layer of security for your wealth. In accordance with Part (iii) Section 77(2) of the Trustee Ordinance, UTGL places a substantial deposit with the Government’s Department of Accounting Services. Additionally, we voluntarily maintain professional indemnity insurance and full third-party liability insurance for added peace of mind.
What specific legal obligations govern UTGL’s operations?
s2 Recognition of Trusts Ordinance (Cap. 76) states that our clients’ and our trust accounts are governed by the law. s3A Trustee Ordinance (Cap.29) states that the trustee must exercise the care and skill that is reasonable in the circumstances, having regard to any special knowledge or experience that the trustee has or holds out as having and if the trustee is acting in that capacity in the course of business or profession, any special knowledge or experience that is reasonably expected of a person acting in the course of that kind of business or profession. s97 Trustee Ordinance (Cap.29) further provides that employees of a trust corporation shall be personally responsible to the court and subject to the process of the court as if he is appointed as a Trustee personally.
