Tailor-made plan and one-stop support for every family powered by our institutional-grade asset allocation AI engine.
Our portfolios are constructed to remain resilient across every economic environment — not just the current one.
CIO Circle constructs portfolios balanced across all four environments — so your wealth is never exposed to just one outcome.
The economic cycle framework and asset allocation strategies shown are illustrative only. They do not constitute investment advice or a recommendation to buy or sell any security or asset class. Actual allocations vary based on individual client circumstances, market conditions, and portfolio objectives.
As the economic cycle evolves, our AI CIO continuously recalibrates your portfolio — capturing opportunity at every turn while managing downside risk.
Tax, governance & immigration structuring for cross-border families.
Trusts, succession & philanthropy built around your family's values.
AI-powered allocation across equities, alternatives, PE & digital assets.
Education pathways, health planning & career guidance.
Exclusive briefings, podcasts & events with global investment minds.
A comprehensive needs analysis across your assets, goals, family structure, tax situation, and legacy intentions.
AI constructs a risk-parity portfolio from 10–12 low-correlated strategies, calibrated to your return objectives and risk tolerance.
Proactive rebalancing, market alerts, and life-stage updates. Your advisor reaches out — you don't have to chase us.
Our risk-parity approach targets outcomes that conventional 60/40 portfolios simply cannot match.
All figures are illustrative and for informational purposes only. They do not constitute investment advice or a guarantee of future performance. Target returns are hypothetical, assume a 2% risk-free rate, and are not guaranteed. Past performance is not indicative of future results. Actual results will vary based on market conditions, individual portfolio construction, and other factors.
Through years of relationship-building, CIO Circle has secured direct access to institutional-grade private funds — closed to individual investors everywhere else.
Fund names and categories are illustrative. Access to specific funds is subject to eligibility, availability, and applicable regulations. This is not an offer or solicitation to invest.
Our China equity CIO — 20 years in Asia markets — cuts through the noise.
Managing risk in distressed credit through uncertain macro cycles.
James Soutar on positioning as central bank policy diverges globally.
Former McKinsey Global Partner. Built multi-billion-dollar digital wealth platforms for leading financial institutions across Greater China.
38 years in Asia-Pacific equities at Lombard Odier and FrontPoint. Former member of the HKEx Listing Committee.
18+ years across HSBC, Aon and RGA. Veteran Family Office Advisor with deep expertise in cross-border wealth structuring.
Former Senior Architect at McKinsey's QuantumBlack. 15 years building financial technology end-to-end at the highest level.
A confidential, no-obligation consultation. We'll start with your complete picture.
Hong Kong & Singapore. Strictly confidential.