1. Financial management services (account management services, comprehensive wealth planning services)
2. Asset management services (exclusive self-operated products, preferred consignment products, high-end insurance products and financial trust)
3. Private value-added services (travel butler, health butler, leisure butler, tasting butler, social butler)
4. Consulting services (financial services for shareholders of listed companies, research information services, legal consulting services, tax consulting services and family trust services)
5. Cross-border financial services (cross-border finance in Canada, Australia, Hong Kong and New Zealand)