Mutual Funds Private Placement and Customized Services

Product Matrix

Product Matrix
Through a diversified product matrix, GPTX簡坤投資 delivers tailored investment opportunities that meet clients' evolving needs. Our products comprise two major categories: public funds and private funds. Geographically, the offerings cover Cayman Islands, Hong Kong, and the British Virgin Islands. Leveraging a range of strategies, including fixed income, fixed income plus, multi-assets, digital assets, and private equity, we provide risk-balanced, forward-looking solutions that balance short-term stability with long-term strategic growth.

Segregated Account

GPTX簡坤投資 provides tailored segregated account solutions via a 「Demand Insight - Strategy Customization - Dynamic Optimization」 closed-loop system. Leveraging global asset allocation expertise and product innovation, we align services with clients' wealth goals using liquidity, return, and risk as key parameters.

Customization transforms visions into actionable, trackable, and adaptable investment plans through continuous refinement of needs, strategies, and risks.

Demand Insight
  • Funds Utilization Cycle
  • Tax Status Impact
  • Emergency Liquidity Reserves
    • Liquidity Dimension
  • Absolute vs. Relative Returns
  • Return Source Preferences
  • Inflation Hedging Needs
    • Objective Dimension
  • Maximum Drawdown Tolerance
  • Volatility Preference
  • Black Swan Event Response
    • Risk Appetite Dimension
    Strategy Customization
  • Fixed Income
  • Fixed Income+
  • Multi-Asset
  • Digital Assets
  • Private Equity
    • Strategy Universe
  • Initial Strategy Screening
  • Parameter Fine-Tuning
  • Legal & Tax Compliance
    • Customization Process
  • Structural Innovation
  • Technology-Driven
  • Asset Class Expansion
    • Innovative Strategy Development
    Dynamic Optimization
  • Market Risk
  • Strategy Drift
  • Client Demand Evolution
    • Monitoring Dimension
  • Data-Driven
  • Algorithmic Optimization
  • Execution Control
    • Optimization Technical Pathways

    External Asset Managers

    External Asset Managers （EAM） have advantages over traditional private banks in several ways:
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    Client-Centricity
    Neutrally integrating diverse financial offerings, providing broader, flexible solutions tailored to client interests.
    Cost-Effective Integration
    One-stop service streamlines processes, reduces client effort, and leverages partnerships to minimize external costs.
    Personalized Solutions
    Based on clients' needs and risk appetites, selecting the most suitable financial institutions and products, such as alternative investments, loan solutions and customised structured products.
    Secure & Confidential
    Operating under strict regulations, EAM ensures client asset control and privacy without holding any client assets.
    As of October 30, 2025, GPTX簡坤投資 has established partnerships with leading private banks including Bank of Singapore, Julius Baer, BNP Paribas, LGT Group, FUTU, CICC, Tiger Brokers, and UOB Kay Hian, to deliver highly customized and confidential private banking services to clients.