What We Do

Comprehensive investment strategies across public and private markets

Investment Philosophy

We focus on long-term investment strategies, offering clients insights into building portfolios that align with their financial objectives. Our approach extends beyond traditional public markets to private investment opportunities, tailored to meet liquidity needs and risk profiles. We invest across equity, fixed income, and alternatives to deliver durable returns and address evolving market dynamics through innovation and disciplined research.

Core Areas of Operation

Public Strategies

Public Equity

Generate long-term alpha through active management and value-oriented investing. Leverage deep sector expertise and rigorous fundamental analysis to identify high-quality companies with sustainable growth potential and attractive valuations.

Fixed Income & Credit Alternative

Deliver stable income and capital preservation through a diversified fixed income portfolio. Strategies encompass high-quality corporate bonds, structured credit, and opportunistic credit solutions, aimed at optimizing risk-adjusted returns across market cycles.

Private Strategies

Private Equity

Invest in private market opportunities, including buyouts, growth equity, and distressed situations. Our dedicated team sources, diligences, and monitors investments to unlock value and deliver superior long-term returns.

Private Credit

Provide direct lending solutions to private companies seeking flexible financing. Focus on senior secured, unitranche, and mezzanine debt structures to generate attractive yield while mitigating downside risk through robust credit analysis.

Strategic Financial Insights

Strategic Financial Insights

At Capital Grand Investment, we recognize that a complete understanding of your financial position is the foundation of long-term success. We deliver strategic insights tailored for wholesale and institutional clients across Asia and Europe—anchored in a global perspective and informed by rigorous market intelligence.

Our advisory framework extends beyond traditional portfolio reviews, integrating macroeconomic trends, sectoral dynamics, and cross-border capital flows. By analysing risk factors and allocation strategies across asset classes, we provide clarity in complex environments and identify opportunities where growth and stability intersect.

What We Do

Income Enhancement

Develop strategies to enhance income now and in retirement.

Risk Mitigation

Identify potential risks and strategies to mitigate them.

Business Positioning

Explore ways to position your business for future challenges.

Estate Valuation

Assess the current and projected value of your estate.

Tax-Efficient Wealth Transfer

Suggest general tax-efficient strategies for wealth transfer and philanthropy.

Long-Term Growth

Discuss scenarios for long-term investment growth.

How We Do Wealth Planning

01

Goals Discovery

We begin by understanding your priorities, lifestyle, and long-term aspirations.

02

Financial Situation Review

We comprehensively assess your current and projected financial situation, considering various scenarios.

03

Strategic Plan Development

We provide a detailed analysis with general insights and strategies aimed at helping you meet your objectives.

04

Regular Plan Review

We periodically review your strategy to ensure it remains aligned with your goals and adjusts to any changes in your circumstances.

Let's Connect

We'd be pleased to explore how our strategic financial insights can support your investment objectives.

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