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Advance Private Wealth & Legacy 宏远私人财富与传承

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Advance Private Wealth & Legacy 宏远私人财富与传承

(2) Legacy Planning | 传承规划： Engineering seamless, multi-generational wealth transfer strategies to ensure family continuity. 精密构建跨代传承方案，确保家族财富的无缝衔接与长久延续.

Advance Wealth & Legacy | 17 Years Exp | 32 Professionals | BNM Regulated. 4 Pillars: Asset Protection, Legacy, Growth & Tax Efficiency. 宏远财富传承：17年专业底蕴，32人精英团队，受国行监管。聚焦资产保护、传承规划、稳健增长与税务优化，为高净值人士打造传世堡垒。 Advance Wealth & Legacy | 宏远财富传承 is a premier private wealth division with 17 years of experience in the financial industry, dedicated to the long-term governance of global assets. 宏远财富传承是一家在金融行业深耕

17 年的顶尖私人财富顾问部门，专注于全球大宗资产的长期治理. Our group operates with a professional team of 32 specialists, fully regulated under Bank Negara Malaysia (BNM) to ensure the highest standards of institutional trust. 我们拥有 32 位专业人士组成的强大团队，受马来西亚国家银行 (BNM) 严格监管，确保达到最高标准的机构信任与安全. We operate with a "Preservation-First" mindset, designed to convert illiquid business equity into a perpetual, liquid global legacy. 我们秉持“先保全、后增值”的核心理念，致力于协助企业家将高净值的企业股权转化为可永续传承的流动性全球资产. Our professional methodology is built upon four institutional pillars: 我们的专业体系建立在四大制度化支柱之上：

(1) Asset Protection | 资产保护： Utilizing segregated, creditor-proof trust structures to legally firewall wealth from business and personal liabilities. 通过受法律保护的隔离信托结构，为个人财富建立合法的“防火墙”，规避商业债务与法律追索风险. (3) Low-Risk Growth | 低风险增长： Capturing stable, risk-adjusted returns through active global asset allocation and Modern Portfolio Theory. 依托全球顶尖机构，通过现代投资组合理论进行动态资产配置，捕捉稳健的风险调整后收益. (4) Tax Efficiency | 税务效率： Mathematically optimizing international holdings to mitigate exposure to the 40% US Estate Tax trap and local audit risks. 针对国际资产布局进行数学化优化，有效对冲 40% 美国遗产税陷阱及各类合规审计风险. We provide a secure, "Global Asset Protection" fortress, ensuring that wealth creation leads to a lasting, protected legacy. 我们为客户打造坚不可摧的“全球资产保护堡垒”，确保每一份财富的积累，都能转化为安全、受保护的传世基业.

16/08/2023

● Market Outlook - August 2023 ●

Major central banks are adjusting, with the Fed hiking the rate to 5.25%-5.50% and the ECB increasing by 25bps. China's commitment to boosting domestic consumption is positive. In Malaysia, foreign investors' return has positively impacted the 令吉 and FBMKLCI. Portfolio adjustments are planned, reflecting optimism towards China. Commodities and currencies, including the 令吉's 3.54% strengthening against the USD, ended July positively. Stay confident in our proactive approach to navigate these changes and manage your investments.

2023年8月，主要央行正在调整，美联储将利率提高到5.25%-5.50%，欧洲中央银行增加25个基点。中国提振国内消费的承诺是积极的。在马来西亚，外国投资者的回归对令吉和FBMKLCI产生了积极影响。计划进行投资组合调整，反映对中国的乐观态度。包括令吉兑美元升值3.54%在内的商品和货币在7月份以积极态势结束。在我们积极主动地应对这些变化并管理您的投资时，请保持信心。

#市场前景 #联邦储备委员会 #欧洲中央银行 #中国刺激措施 #马来西亚市场 #令吉走强 #投资组合调整

24/07/2023

● Market Outlook - July 2023 ●

Amid global financial challenges, a potential rate hike is expected from the Federal Reserve and the European Central Bank, while Asian central banks remain cautious. China pledges forceful measures to promote recovery, and Malaysia expects a market recovery in 2H23. Despite volatility, commodities like crude oil trend upwards. MYR depreciated against USD due to a stronger dollar and softer Chinese data. Stay confident as our managed portfolio is built to navigate such complexities.

在面临全球金融挑战的同时，预计美联储和欧洲中央银行可能会加息，而亚洲央行保持谨慎。中国承诺采取有力措施推动经济恢复，马来西亚预计2023年下半年市场复苏。尽管市场波动，像原油这样的商品仍呈上涨趋势。由于美元强势和中国数据疲软，马币对美元汇率贬值。请保持信心，因为我们的管理组合旨在应对此类复杂性。

#市场前景 #投资策略 #联邦储备委员会 #利率 #金融市场 #经济前景 #马来西亚市场 #原油价格 #弹性市场

12/07/2023

BlackRock
A Global Leader in Investment Management

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BlackRock, Inc. is an American multinational investment company based in New York City. The company was founded in 1988 and has since grown to become the world's largest asset manager. As of March 31, 2023, BlackRock manages a staggering $9.1 trillion in total assets, providing a comprehensive range of investment, risk management, and advisory services to institutions, intermediaries, foundations, and individuals worldwide.

The company was initially established as an enterprise risk management and fixed income institutional asset manager. Its founding team, which included Larry Fink, Robert S. Kapito, Susan Wagner, Barbara Novick, Ben Golub, Hugh Frater, Ralph Schlosstein, and Keith Anderson, was driven by a vision of a firm devoted to risk management. This vision was inspired by Fink's experience of losing $90 million as head of First Boston, a major financial institution. The initial funding was provided by Pete Peterson of The Blackstone Group, who believed in the team's risk management focus. The company quickly turned profitable and grew its assets from $2.7 billion within a few months to $17 billion by 1992.

Today, BlackRock operates globally with 70 offices in 30 countries and serves clients in over 100 countries. It is known for managing the iShares group of exchange-traded funds and is considered one of the "Big Three" index fund managers, alongside Vanguard and State Street.

BlackRock's Aladdin software is another notable aspect of the company. This software monitors investment portfolios for many major financial institutions, and BlackRock's Solutions division offers financial risk management services.

Despite its phenomenal success, BlackRock has not been without controversy. The company has made strides to position itself as an industry leader in environmental, social, and corporate governance (ESG), but it has faced criticism for investing in companies involved in fossil fuels, the arms industry, and human rights violations. There has also been scrutiny over BlackRock's efforts to reduce investments in companies contributing to climate change and gun violence and its promotion of gender diversity.

BlackRock's commitment to risk management and its vast global presence have made it a significant player in the financial world. It stands as a testament to the power of careful risk management, innovative financial solutions, and a strong vision to create an industry-leading firm.

18/06/2023

J.P. Morgan Asset Management
A Legacy of Excellence and Your Key to Financial Success

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J.P. Morgan Asset Management, an integral part of JPMorgan Chase & Co., is synonymous with exceptional wealth management and investment services. With roots extending back to the earliest cross-border fund managers, J.P. Morgan has been a beacon of financial stability and acumen for many decades, catering to individuals, advisors, and institutions alike.

As of the end of March 2023, J.P. Morgan Asset Management boasts a staggering $2.67 trillion in assets under management, reinforcing its position as a global leader in investment management. This achievement is a testament to the trust that clients place in the firm's expertise and its commitment to safeguarding and growing their wealth.

The asset management arm of J.P. Morgan offers a plethora of services, addressing a wide range of financial needs. From wealth management to private banking, and from global investment management to retirement planning, the firm has solutions designed to meet the specific goals of its clients.

J.P. Morgan is recognized as the No.1 Private Bank Overall in North America, holding a record $2.8 trillion in client assets back in 2017. In addition to being a top-tier wealth manager, J.P. Morgan is also known for its near-perfect retention rate for top senior portfolio management talent. Such commitment to retaining expert talent underlines the firm's dedication to providing the best services to its clients.

The private banking service at J.P. Morgan works closely with clients to identify their financial goals and create customized financial plans that align with their aspirations. The firm brings together a comprehensive suite of services including investing, banking, lending, and trust specialists, backed by a robust network of planning experts. This holistic approach ensures that clients can fulfill their financial objectives and make impactful contributions to their life, family, community, and beyond.

For those seeking investment services, J.P. Morgan Asset Management's investment professionals provide a full spectrum of asset classes, including equity, fixed income, alternatives, money market, ETFs, and multi-asset solutions. Leveraging local knowledge, global investment expertise, and a breadth of experience across market cycles, the firm delivers personalized insights to help clients make smart, long-term investment decisions.

In addition to the above, J.P. Morgan offers a full-service 401(k) retirement plan solution called J.P. Morgan Retirement Link. This service delivers robust retirement plans at lower costs, helping employees secure their financial future. The firm's investment capabilities, thought leadership, and best-in-class service are all harnessed to create more robust plans and guide employees on a secure retirement path.

As we look to the future, J.P. Morgan Asset Management stands as a trusted partner for investors, consistently demonstrating its commitment to innovation, stability, and long-term growth. Partnering with J.P. Morgan Asset Management means being part of a legacy that has shaped the financial world and contributed significantly to the advancement of wealth management and investment strategies.

Invest with J.P. Morgan Asset Management, and let your money work towards achieving your financial goals.

12/06/2023

Transition of Leadership
Bank Negara Malaysia Announces New Governor

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Bank Negara Malaysia (BNM) has announced the appointment of Datuk Shaik Abdul Rasheed bin Abdul Ghaffour as the new Governor. Datuk Abdul Rasheed will serve a five-year term commencing on July 1, 2023, succeeding Tan Sri Nor Shamsiah Mohd Yunus, whose term ends on June 30, 2023.

The outgoing Governor Shamsiah expressed gratitude for the opportunity to lead the Bank during a critical period for Malaysia. She expressed confidence in her successor, having worked closely with him over many years. Governor Shamsiah appreciated Datuk Abdul Rasheed's ability to lead the Bank and continue its mandate to promote monetary and financial stability, key for the sustainable growth of the Malaysian economy.

BNM's Board expressed its appreciation to Governor Shamsiah for her exemplary leadership and exceptional commitment during her tenure. The Board acknowledged her significant contributions to the Bank and the country. The Board expressed its confidence in Datuk Abdul Rasheed's extensive experience and proven track record within the Bank, believing that he will drive BNM further forward and continue its tradition of excellence in advancing the interests of the country.

Datuk Abdul Rasheed, expressing his honour at being appointed Governor, looks forward to building on the work of Governor Shamsiah. He acknowledged the steadfastness of the Bank under her leadership, even through many challenging periods, including the pandemic crisis. Governor Shamsiah also set in motion various organisational modernisation initiatives to better position the Bank to deal with future opportunities and challenges. Datuk Abdul Rasheed committed to carrying out the duties of Governor to the best of his ability.

Having joined the Bank in 1988, Datuk Abdul Rasheed rose to the position of Deputy Governor in 2016. A graduate of Universiti Malaya with a Bachelor of Economics, he also holds an MBA from the Saïd Business School, Oxford University. Over the span of his career in the Bank, he has held various senior positions and has been a member of the Monetary Policy Committee and Financial Stability Committee since 2015. He played key roles in the development and implementation of the Financial Sector Masterplan and Financial Sector Blueprints.

10/06/2023

📈💪 Ringgit's Resilience 💪📈
A Tale of Recovery Amidst Global Currency Dynamics

Hey everyone! 👋

Got some exciting news from the financial world! 🌐💰

The Malaysian Ringgit is showing us what it's made of! It's extending its recovery against the US Dollar, thanks to improved risk appetite among investors and a weakening greenback. 📈🚀

And guess what? The Ringgit has rebounded to open higher against the US Dollar! 🎉 This is a positive sign for our economy and us investors.

Even with the Ringgit's depreciation, our interest rates are holding steady! 🛡️ This shows the strength of Malaysia's financial policies and regulatory mechanisms.

And for those of us with USD-based investments, don't worry! The US Dollar is as solid as ever. 🇺🇸💵 The current market dynamics are just normal fluctuations. The US Dollar's status as a global reserve currency and the strong backing of the US economy ensure its stability and resilience.

So, let's stay invested and trust in the strength of the US Dollar! 💪💰

Stay tuned for more updates, folks! 📰

(Sources: The Star, Malay Mail, New Straits Times and Free Malaysia Today)

09/06/2023

● Market Outlook - June 2023 ●

The global economy continues to face challenges, but there are signs of recovery. The Federal Reserve has maintained the Fed Funds Rate at 4.75-5.00%, providing stability in the financial markets. The FBMKLCI has shown resilience, rising by 0.45% MoM, with the Energy, Property, and Construction sectors outperforming. The US economy is expected to grow by 2.5% in 2023, while China's growth target remains at around 5%. The global inflation rate is expected to be around 3.5%, with the US and China experiencing higher rates. Crude oil prices have increased, while gold prices have decreased. Stay confident as we navigate these market conditions and manage your investments professionally.

在2023年，全球经济继续面临挑战，但有复苏的迹象。美联储将联邦基金利率维持在4.75-5.00%，为金融市场提供了稳定。FBMKLCI表现出韧性，月环比上涨0.45%，其中能源、房地产和建筑业表现优异。预计2023年美国经济将增长2.5%，而中国的增长目标仍然在5%左右。预计全球通胀率将在3.5%左右，美国和中国的通胀率将更高。原油价格上涨，黄金价格下降。在我们导航这些市场条件并专业管理您的投资时，请保持信心。

#市场前景 #投资策略 #股票市场 #联邦储备委员会 #利率 #金融市场 #经济前景 #马来西亚市场 #原油价格 #黄金价格 #弹性市场

20/05/2023

JPMorgan Chase & Co. is a leading global financial services firm with a rich history that dates back over 200 years. The company provides various financial services, including investment banking, asset management, and consumer banking, to millions of customers, small businesses, and some of the world's most prominent corporations, governments, and institutions.

The origins of JPMorgan Chase & Co. can be traced back to the Bank of the Manhattan Company, founded in 1799 by Aaron Burr. Over the years, the company has undergone numerous mergers and acquisitions, resulting in the formation of the modern JPMorgan Chase & Co. in 2000, following the merger of J.P. Morgan & Co. and Chase Manhattan Corporation.

JPMorgan Chase & Co. has played a significant role in shaping the global financial landscape throughout its history. A notable instance of its involvement in the world of innovation was its investment in Nikola Tesla, a visionary inventor and scientist. In the early 20th century, J.P. Morgan, the founder of J.P. Morgan & Co., financially supported Tesla's ambitious project to develop wireless electricity transmission. Although Tesla's Wardenclyffe Tower project was ultimately unsuccessful, the support from J.P. Morgan demonstrates the firm's commitment to investing in groundbreaking ideas and advancing scientific progress.

Today, JPMorgan Chase & Co. continues to be a trusted financial partner for millions of clients worldwide, known for its commitment to innovation, stability, and long-term growth. As investors in JPMorgan Chase & Co., you are part of a legacy that has helped shape the financial world and contributed to the advancement of science and technology.

14/05/2023

Happy Mother's Day to all the incredible moms out there! Your love and sacrifices are truly appreciated. Enjoy this special day filled with love and joy. 💐

10/05/2023

● Market Outlook - May 2023 ●

In 2023, the global economy faces challenges, but the Asia-Pacific region shows resilience. We've adjusted our portfolio, increasing our exposure to China/Asia's funds. A market recovery is expected in 2H23. Stay confident as we capitalize on regional opportunities and manage your investments professionally.

在2023年，全球经济面临挑战，但亚太地区表现出弹性。我们已调整投资组合，增加了对中国/亚洲基金的投资。预计市场在2023年下半年复苏。在我们抓住区域机遇并专业管理您的投资时，请保持信心。

06/05/2023

Bank Negara Malaysia has raised the overnight policy rate (OPR) by 25 basis points to 3%, returning to pre-crisis levels, as the country's economy continues to improve. Malaysia's GDP is expected to grow between 4 and 5% in 2023, driven by strong consumer spending, an improving job market, and rising wages. Despite inflation remaining elevated at 2.8 to 3.8%, the central bank aims to strike a balance between sustainable growth and containing inflation. The move was seen as a surprise, as the majority of economists polled by Bloomberg anticipated no change to the OPR. Bank Negara Malaysia highlighted that the current monetary policy stance is slightly accommodative and remains supportive of the economy.

马来西亚国家银行将隔夜政策利率（OPR）提高了25个基点，至3%，恢复到危机前的水平，因为该国经济继续改善。马来西亚国内生产总值（GDP）预计在2023年增长4%至5%，这主要由于消费者支出强劲、就业市场改善和工资上涨。尽管通货膨胀仍维持在2.8%至3.8%的高位，但央行旨在在可持续增长和控制通货膨胀之间取得平衡。此举被视为意外之举，因为彭博社调查的大多数经济学家预计OPR不会发生变化。马来西亚国家银行强调，当前的货币政策立场略为宽松，仍支持经济增长。

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