Investment areas

Henderson Rowe's main investment areas include:

 

1. Global Equities

Invest in high-quality global companies, including technology, healthcare, consumption, finance and other industries

 

Combine quantitative analysis and fundamental research to screen stocks with long-term growth potential

 

Use active stock selection and factor models to strive to obtain excess returns in the global market

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2. Multi-Asset Allocation

Allocate stocks, bonds, ETFs, alternative assets, etc. according to customer risk preferences

 

Reduce overall volatility and enhance risk resistance through asset diversification

 

Flexibly adjust investment ratios to respond to market changes in different periods

 

3. Index & ETF Strategy

Use low-cost ETFs and index tools to build a core asset portfolio

 

On the basis of stable growth, actively manage "satellite assets" to improve returns

 

Suitable for investors who pursue cost efficiency and transparency

 

4. ESG and Sustainable Investment (Environmental, Social, Governance)

Invest in companies that meet environmental, social and governance standards

 

Focus on green energy, climate change, corporate governance and other fields

 

Meet customers' needs in socially responsible investment (SRI)

 

5. Tax-Efficient Strategies

Optimize after-tax returns through reasonable arrangement of investment accounts (such as ISA, SIPP, etc.)

 

Combined with factors such as customer residence and identity, provide customized tax structure suggestions

 

Especially suitable for high-net-worth individuals with cross-border assets or immigration needs