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I n h e r i t a n c e

Flexible Investment Strategies To Cater To This
Ever-Changing World

Keep Abreast With The Times

Crafting Portfolios With Quality Bonds

Polishing Up Portfolio Quality.

On The Minds Of Investors

Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.

Hong Kong Boosts the Development of the Web3 Industry

Aiming to Become an International Virtual Asset Trading Centre


Inheritance Asset Management for multi-asset

Specialist Expertise, Demonstrated Results

  • Research Driven

    We actively share the expertise of our globally integrated network of dedicated multi-asset investment specialists.

  • Actionable Insights

    We are empowered by our exclusive asset allocation and portfolio construction tools to take better investment decisions.

  • Outcome Oriented

    We harness the power of our multi-asset investment strategies to provide a diverse range of portfolio solutions built around client needs.

  • Demonstrated Results

    As one of multi-asset managers licensed in Hong Kong, we have a history of leadership and innovation across market cycles.

Welcome to Inheritance Asset Management Limited
Disclaimer

Attention


Please read the following terms and conditions carefully before using this Website. This section contains the terms and conditions under which this Website may be used. Accessing or using this Website means that you accept without limitation or qualification all of the terms and conditions herein. If you do not accept the terms and conditions herein, do not access this Website and do not use any services provided via this Website.


We have absolute and unfettered right to cancel, withdraw, terminate or suspend all or all part of the Website for any reason whatsoever at our sole discretion without cause or notice. You agree that we shall not be liable in any way to you or any other third party for any loss, damages, expenses or loss of profit whatsoever suffered and/or incurred by you arising out (directly or indirectly) of or in connection with such cancellation, withdrawal, termination or suspension or omitting to give notice therefor.


Disclaimers

The Information is provided on "as is" and "as available" basis. We shall not bear any responsibility for verifying the accuracy, timeliness, completeness and reliability of all or any part of the Information. The Information is provided for information and reference only and should not be used as a basis for making decisions. You are recommended to consult primary or more accurate or more up-to-date sources of Information or independent professional advice, if necessary.


Our website make no advice, offer, recommendation, arrangement, representation or warranties of any kind or implied. None of the Information constitutes a solicitation or offer by our company to buy, sell or otherwise deal in any securities, futures, options or other financial instruments or other products or to provide any service or advice of whatsoever nature.Any software required for the use of any part of the Websites/Information may be governed by a license agreement and you must comply with the terms and conditions of it. You are solely responsible for your breach of any such term or condition. Our company does not accept any liability whatsoever as a result of your downloading or using, in any other way, such software.


Our company may, at any time and from time to time, at its absolute discretion, without notice and without giving any reason therefor, make any changes to the Information and/or the Websites (or any part thereof) and/or decline your access to and/or use of the Websites (or any part of the Websites). Our company shall accept no liability in connection with or arising out of any such change or declination, even if any relevant notice may have been given to our company. You agree to indemnify and hold us, our employees, agents, officers, directors, agents, contractors, suppliers and other representatives harmless from and against all liabilities, damages, claims, actions, costs and expenses (including legal fees), in connection with or arising from:


01

(a) breach or non-observance of any of the terms and conditions herein by yourself or any other person or entity where such person or entity was able to access and/or use this Website by using your User Name and/or password;

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(b) access to and/or use of this Website by yourself or any other person or entity’s access to and/or use of this Website where such person or entity was able to access this Website using your User Name and/or login password.

Intellectual property rights, third-party websites and others


All intellectual property rights subsisting in respect of the Information and this Website, including but not limited to text, graphics and software belong to us or third parties. All rights under applicable laws are hereby reserved. Except with our express permission, you are not allowed to upload, post, publish, reproduce, transmit, distribute or modify in any way any component of the Website itself or create derivative works with respect thereto, as the Website is protected by applicable intellectual property laws.


Our Company is not responsible for any matter related to any software required for linking to any of the third-party websites (including, without limitation, the downloading of such software) or for any consequences from your downloading or using, in any other way, such software. The downloading or use of such software may be governed by a license agreement and you must comply with the terms and conditions therein contained. You are solely responsible for your breach of any such term or condition. Our Company does not accept any liability whatsoever as a result of your downloading or using, in any other way, such software.


Certain sections or pages on this site may contain separate Terms and Conditions, which are in addition to these Terms and Conditions. In the event of a conflict, the additional Terms and Conditions will govern for those sections or pages. Use of this site shall be governed by laws of the Hong Kong Special Administrative Region.


Privacy

By accessing any of this Websites, you agree to be bound by, and acknowledge and confirm Inheritance Asset Management Limited’s treatment of your personal data in the way described herein. Otherwise, please leave this Website anytime. Inheritance Asset Management Limited collects personal data from the Client. The purposes for which data relating to a client may be used are as follows:

  • Account opening, processing or other internal control and verification
  • Brokerage services and related services provided to you
  • Conducting credit checks
  • Assisting other financial institutions to conduct credit checks
  • Ensuring ongoing credit worthiness of clients
  • Designing credit facilities or related products for clients’ use
  • Determining the amount of indebtedness owed to or by clients
  • Collection of amounts outstanding from clients and those providing security for clients’ obligation
  • To make disclosure under the requirements of any rule, regulation or law binding on Inheritance Asset Management Limited
  • For marketing purposes of existing and future services and products with our partners
  • Any one or more than one of the uses above

Data held by our company relating to a client will be kept confidential but may provide such information to:

  • Any agent, contractor or third party service provider who provides administrative, telecommunications, computer, payment or other services to Inheritance Asset Management Limited in connection with the operation of its business
  • Any business partner of Inheritance Asset Management Limited
  • Any other person under a duty of confidentiality to Inheritance Asset Management Limited including professionals and agents (including lawyers, accountants and debt collection agents) who have undertaken to keep such information confidential
  • Any financial institution with which the client has or proposes to have dealings
  • Any assignee, transferee, participant, sub-participant, delegate, successor or person to whom customer accounts is/are transferred
  • Any other governmental or regulatory authorities to which Inheritance Asset Management Limited is under a duty to disclose such data

According to the Personal Data (Privacy) Ordinance of HKSAR, customers shall have the right to:

  • Access and check whether Inheritance Asset Management Limited holds customers personal data
  • Correct personal data held by Inheritance Asset Management Limited
  • Check the use, privacy policy and classification of the personal data held by Inheritance Asset Management Limited

Inheritance Asset Management Limited will observe the principles of personal data privacy protection and comply with the provisions of the Personal Data (Privacy) Ordinance (Chapter 486 of the Laws of Hong Kong) in adopting its policy and practices relating to the management of personal data. Personal data received appropriately by Inheritance Asset Management Limited will be treated as confidential information.

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