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Services

For Professional Investors

Alpha Well Ltd offers extensive range of investment services, funds and private equity to wealth management and advice.

Our firm provides the following services to our clients from around the globe:

INVESTMENT FUND

Our experienced advisors, supported by impartial research, utilize tactical asset allocation strategies with constraints to minimize risk. Through diversifying across various asset classes and managing portfolio volatility, we aim to guide you through all market conditions with greater confidence.

DISCRETIONARY MANDATE

Alpha Well allow high-net-worth individuals and institutional clients to delegate the management of their investment portfolio to a professional fund manager. The manager is given discretion to make investment decisions on behalf of the client, based on their financial objectives and risk tolerance, without requiring prior approval for each individual trade. This service provides clients with a convenient and hands-off approach to managing their investments, while benefiting from the expertise and experience of a professional fund manager.

INVESTMENT ADVISORY

Providing advice and guidance to clients on investment decisions related to their portfolios. These services may include developing an Investment Policy Statement, determining asset allocation, selecting investments, monitoring portfolio performance, and offering financial planning and wealth management services. The goal is to help clients make informed investment decisions based on their unique financial situation and goals.

We are ready to help!

Get in touch with us to request for consultation, ask a question, or share your feedback!

Our investment approach involves exploring a diverse range of opportunities, extending beyond traditional boundaries, in order to uncover hidden value.

CK Chan
Managing Director

© Alpha Well Ltd (LL14968). All rights reserved.

Disclaimer

The funds published in this website is offered by Alpha Well Ltd (“Alpha Well”) is intended for Professional Investors / Accredited & Institutional Investors/Qualified Investors ONLY as defined in your relevant jurisdiction.

These funds have been approved by, and the Prospectuses / Supplemental Prospectuses (if any) / Disclosure Document have been registered and the Information Memorandums / Supplemental Information Memorandums (if any) as well as the Product Highlights Sheet have been lodged with the Labuan Financial Services Authority Malaysia, who takes no responsibility for its contents. The Prospectuses / Supplemental Prospectuses (if any) / Information Memorandums / Supplemental Information Memorandums (if any) / Disclosure Document, and Product Highlights Sheet should not be deemed as an offer to sell or a solicitation of an offer to buy units in the funds to any person in any jurisdiction, in which such an offer, solicitation, purchase or sale would be unlawful under the securities laws or relevant laws of such jurisdiction. Any issue of units to which the Prospectuses / Supplemental Prospectuses (if any) / Information Memorandums / Supplemental Information Memorandums (if any) / Disclosure Document, and Product Highlights Sheet relates will only be made on receipt of an application referred to and accompanying a copy of the Prospectuses / Supplemental Prospectuses (if any) / Information Memorandums / Supplemental Information Memorandums (if any) / Disclosure Document, and Product Highlights Sheet.

Investors are advised to read and understand the contents of the Prospectuses / Supplemental Prospectuses (if any) / Information Memorandums / Supplemental Information Memorandums (if any) / Disclosure Document, and Product Highlights Sheet before investing. Among others, investors should consider the fees and charges involved. The price of units and distribution payable (if any) may go down as well as up, and past performance of the fund should not be taken as indicative of its future performance. If in doubt, please consult a professional adviser.

Do note that hardcopy of the Prospectuses / Supplemental Prospectuses (if any) / Information Memorandums / Supplemental Information Memorandums (if any) / Disclosure Document, and Product Highlights Sheet are also available at our offices. However, should you have any further enquiries, please do not hesitate to contact us, you may write to support@alphawell.co with your request or enquiries.

Risk Warning

Investment involves risks. Past performance is not necessarily a guide to future performance. The value of investments and the income from them may go down as well as up and that you may not get back your original investment. Please refer to the offering documents for details, including the risk factors. You should ensure you fully understand the risks associated with the investment and should also consider your own investment objective and risk tolerance level. If in doubt, please seek independent financial professional advice.

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