Asset Management
Asset Management / EAM
Yuzhong Family Office serves as your independent investment platform, partnering with the world's premier private banks via the External Asset Manager (EAM) model to provide professional, objective global asset allocation.
The EAM (External Asset Manager) model is a professional asset management service independent of the banking system. Unlike traditional private banking relationships, an EAM sits on the client's side of the table, advocating for your best interests to secure optimal solutions and terms.
EAM vs. Traditional Private Banking
EAM
We represent the Client (Buy-Side)
As independent advisors, we are not beholden to any bank's sales quotas. Our investment decisions are driven solely by client interest, allowing us to select the most suitable products and negotiate the best pricing.
Traditional Private Banking
Banks represent the Institution (Sell-Side)
Traditional relationship managers often face pressure to meet institutional sales targets, potentially creating conflicts of interest where recommendations may prioritize the bank's inventory over the client's needs.
EAM Advantages
Reduced Transaction Costs
Leveraging our institutional bargaining power to lower commissions and management fees.
Optimal Market Timing
Independent market analysis, unbiased by internal bank views, allows for precise market entry and exit.
Best Execution
We compare quotes across multiple banks to ensure clients receive the most favorable market pricing.
Rational Decision Making
Our professional team executes disciplined strategies, avoiding the common pitfalls of emotional trading.
Our Services
True Diversification
Comprehensive global allocation across custodians, markets, and asset classes.
Dedicated Portfolio Management
Continuous market monitoring and dynamic portfolio adjustment by investment professionals.
Institutional Risk Control
Utilization of professional-grade risk management software to monitor portfolio exposure in real-time.
Investment Universe
We provide access to a diversified spectrum of investment products across global markets.
Equities
Publicly traded shares in major global markets, including US, HK, China A-shares, and Europe.
Fixed Income
Government bonds, corporate credit, and high-yield instruments.
Real Estate
Premium global real estate opportunities, including direct acquisitions and REITs.
Cash & Equivalents
Stable return instruments such as structured deposits, CDs, and money market funds.
Alternative Investments
Private equity, hedge funds, commodities, fine art, and other non-correlated assets.
Partner Private Banks
We maintain EAM relationships with top-tier global private banks, offering clients diverse choices for custody and investment execution.
PartnersBegin Your Family Wealth Legacy
Schedule a professional consultation for a bespoke solution.