Empowering Growth Through Strategic Advisory

We specialize in personal and investment banking advisory, aligning with the UN's 17 Sustainable Development Goals to support fast-growing firms in achieving their aspirations.

A hallway in a shopping mall features two bank outlets side by side: Bank of China (Hong Kong) on the left and Citibank on the right. Both banks have illuminated signs with their logos. The Bank of China section shows a closed office area with some ATMs in use by customers. The Citibank area has a bright, blue-lit interior with a welcoming entrance.
A hallway in a shopping mall features two bank outlets side by side: Bank of China (Hong Kong) on the left and Citibank on the right. Both banks have illuminated signs with their logos. The Bank of China section shows a closed office area with some ATMs in use by customers. The Citibank area has a bright, blue-lit interior with a welcoming entrance.

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Investment Solutions

Advisory services aligned with UN 17 Sustainable Development Goals.

A modern building with large glass windows revealing a bank interior. The exterior reflects city structures, while the ground level showcases posters, screens, and a pedestrian passing by. The bank's logo is visible at the top.
A modern building with large glass windows revealing a bank interior. The exterior reflects city structures, while the ground level showcases posters, screens, and a pedestrian passing by. The bank's logo is visible at the top.
Strategic Partnerships

Building alliances for sustainable growth and impact investments.

A group of people gathered outside a bank. The central figure, wearing a dark shirt with a checkered pocket, is listening intently to another person gesturing with a hand outstretched. The setting appears to be a casual meeting or discussion.
A group of people gathered outside a bank. The central figure, wearing a dark shirt with a checkered pocket, is listening intently to another person gesturing with a hand outstretched. The setting appears to be a casual meeting or discussion.
Financial Advisory

Expert guidance for personal and investment banking needs.

A cityscape featuring a prominent tall building marked with a bank's name. Surrounding the central skyscraper are other modern and distinctive high-rise structures. The sky is filled with scattered clouds, and there are trees and a busy road at street level.
A cityscape featuring a prominent tall building marked with a bank's name. Surrounding the central skyscraper are other modern and distinctive high-rise structures. The sky is filled with scattered clouds, and there are trees and a busy road at street level.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
Growth Financing

Facilitating capital for fast-growing firms with vision.

Sustainable Impact

Driving investments that align with global sustainability goals.

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Client Feedback

Hear from our satisfied clients about their experiences with us.

Dr. Charlie In provided exceptional guidance for our investment strategies. Highly recommended!

John Smith
A modern bank building with a prominent sign in both Chinese and English for China Construction Bank. The facade features large, reflective windows and a clean, structured architectural design. Potted plants are placed near the entrance, giving it an inviting look.
A modern bank building with a prominent sign in both Chinese and English for China Construction Bank. The facade features large, reflective windows and a clean, structured architectural design. Potted plants are placed near the entrance, giving it an inviting look.

New York

The advisory services from Dr. Charlie In have significantly propelled our growth, aligning perfectly with our sustainability goals and investment strategies. Truly invaluable support for our business!

A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
Alice Brown

San Francisco

★★★★★
★★★★★
Advisory

Expert guidance for sustainable investment strategies.

Investments

Growth

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