Before choosing a wealth management partner, it’s natural to have questions about our process and how we customize our approach to meet your unique goals. At BPC Asset Management Limited, we are here to help you achieve your financial objectives. Explore more below or reach out to us directly to discuss your needs.
Book a complimentary consultation with one of our Senior Wealth Managers or Wealth Advisors. Once an appropriate investment strategy has been agreed upon, a dedicated support specialist will be assigned to guide you. They will assist you through the process of completing the "Account Opening Booklet," which is required to open an account with BPC Asset Management Limited.
Our clients range from retirees managing multi-million-dollar savings to young professionals steadily building their wealth, as well as companies and non-profit organizations with significant funds to invest, and everyone in between. Because of this diversity, we do not have a minimum investment requirement. For accounts under $10,000, we typically work with individuals who show a clear commitment to saving and investing consistently to reach their financial goals.
These are the 5 steps to follow:
- Download the account opening booklet and complete it. The booklet will ask for details such as your name, years of investment experience, liquid assets, and next of kin. Once completed, please sign, print, and send a copy of a government-issued photo ID when returning the booklet.
- After your shares are purchased, you will receive the full trade pack on the next business day.
- Your share purchase agreement and W-8BEN forms will be sent to you by email.
- To finalize registration with the transfer agent, you will need to sign, date, and return your trade pack.
- Finally, your client services representative will contact you to guide you through the remaining steps of the transfer agent payment process.
Please note that BPC Asset Management Limited is not a bank or a money-handling institution.The Transfer Agent’s role is to hold your funds in escrow until your stock is officially transferred. Any financial transaction you conduct with BPC Asset Management Limited through a third-party Transfer Agent is fully guaranteed and protected. We take full responsibility for any potential damages resulting from the negligence of the Transfer Agent. For more details, please visit this page for more information.
In the U.S. capital markets, T+2 stands for “trade date plus two days,” which indicates that securities transactions must be settled within two business days after the trade is executed.
You can access your accounts and monitor your investment performance at any time through BPC Asset Management Limited’s secure client portal. The portal provides a comprehensive view of your portfolio, including detailed transaction history, asset allocation, and real-time updates on your holdings.
Our clients engage with us in different ways, depending on their preferences and level of involvement. Some prefer to contribute to the development of the investment strategy and then entrust us with implementation, receiving updates through monthly or quarterly evaluations. Others choose a more hands-on approach, actively participating in decisions and collaborating closely with our team throughout the process.
The level of involvement is entirely up to you. At a minimum, you will speak with your advisor once a week. Once we have established a strong foundation, we can arrange for you to visit our offices, depending on your advisor’s location. You will receive monthly reports, and we are always ready to meet whenever necessary. For urgent matters, you will have direct contact information for your advisor as well as access to our main switchboard. Simply call our client support, ask for your advisor, and you will be connected directly. If your advisor is unavailable, you can leave a message or send an email, and they will get back to you promptly.
BPC Asset Management Limited is a global leader in financial advice, consultancy, and research.Our internationally managed equities portfolios have delivered an impressive annual return of 20-28%, outperforming major market benchmarks. This strong performance is driven by our highly experienced team, carefully selected for the expertise and insight they bring from some of the world’s leading financial institutions.
Our investment strategy is straightforward and grounded in current market conditions and broader macroeconomic trends. While we may make tactical adjustments when necessary, we remain focused on aligning your portfolio with your individual goals and long-term objectives.
BPC Asset Management Limited was founded in 2021 in Hong Kong with the goal of providing high-quality financial advice, investment management, and research services to clients worldwide. Although we are a relatively young firm, our team is composed of seasoned professionals with extensive experience at some of the world’s leading financial institutions. This combination of fresh perspective and deep expertise allows us to deliver innovative, client-focused solutions while maintaining the highest standards of professionalism and trust. Since our founding, we have been committed to helping clients grow, preserve, and protect their wealth through disciplined investment strategies and personalized service.
Certainly. First, check if your question has already been answered on one of our other Frequently Asked Questions pages. If not, you can reach out to us directly at [email protected]. Whether you have questions about BPC Asset Management Limited or want to learn how we can help you achieve your financial goals, our team is always happy to provide guidance and support.