Global Bonds


Global Bonds_

For investors who want to receive and retain steady incomes.

A bond is a debt security issued by a corporation or government (the “issuer”). When an investor purchases a bond, he is effectively lending money to the issuer for a defined period. During the life of the bond, the investor will receive interest in the form of coupons, while the principal amount will be repaid at the bond’s maturity. Bonds are also known as fixed income instruments because most of them pay interest on a regular basis.

Unbiased and holistic wealth management.

Individually tailored solutions to meet your needs.

Added value by way of experienced, professional and trusted advisors.

Why invest in Global Bonds

Capital Preservation

Bonds are a different asset class to equities. Bonds have a defined lifespan period, from its issuance till its maturity. During the life of a bond, its price may fluctuate while it is traded on the secondary market. However, if bondholders hold a bond until maturity, they are guaranteed to receive the principal of the bond, barring the risk of default. Investing in bonds can help preserve investors’ capital, while receiving coupon payments periodically.

Steady Income

Bonds provide investors with “fixed” income. On a set schedule, bond issuers pay bondholders a predetermined amount of interest payment (also known as “coupon”), which is a steady and predictable cash flow to investors.


Bonds offer diversification benefits to an investor’s portfolio. Government bonds from developed nations are often regarded as a safe haven, providing a favored alternative when equity markets are volatile, while corporate bonds generally provide higher returns compared to sovereign bonds of the same country of origin. A diversified bond portfolio which comprises of corporate and government bonds could provide investors a better risk-adjusted return than a portfolio with only one bond class or one asset class (e.g. equities).

Portfolio Stabilizer

Bonds can play a role as a portfolio stabilizer particularly during the market downturns. During the past stock market crashes, bonds were able to deliver excellent resilience, thanks to its steady and predictable cash flows which help soften the fluctuations of bond prices. Therefore, combining bonds and stocks can help enhance the resilience and risk-adjusted returns of your portfolio.

Key Features of Bonds


Like all loans, bonds also have a set time for repayment of the loan principal. The maturity date of a bond determines when the bondholder will be repaid the loan principal.

Par Value

The loan principal is also known as par value, face value or nominal value of the bond. When a bond is issued and traded on the secondary market, the price of the bond can fluctuate. Regardless of the price you pay for the bond, you will receive the par value upon maturity.

Coupon Rate

Coupon is the periodic interest payment made to bondholders during the life of the bond. It is expressed as a percentage of par value. For fixed rate bonds, coupon amount does not change for the entire life of the bond.

What to expect when investing in Bonds?

There are two components when investing in bonds: income return and capital return (appreciation/depreciation).

Total Returns = Income Return + Capital Return
Income return refers to the coupons that a bondholder receives.

Capital return refers to the gain (appreciation) or loss (depreciation) on the bond from the fluctuation of its price as market interest rates change, for example:

An investor holding $1,000 worth of bonds that pays 5% per annum will receive $50 every year till maturity, as income.

Capital return refers to the gain (appreciation) or loss (depreciation) on the bond from the fluctuation of its price as market interest rates change.

If an investor buys a bond at $900 and subsequently sells it for $850, he would incur a $50 capital loss. However, he may also choose to hold it to maturity and receive the par value of $1000 which gives him a capital gain or appreciation of $100 (on assumption company does not default).

Total return of a bond is the sum of income return and capital return. This is similar to stocks investments where total returns are the summation of dividends received and capital appreciation/depreciation when sold. The most important difference, however, is that in shares investments, you are not certain of both the dividends and capital appreciation/depreciation components when you sell the shares. For a bond, you know the coupon amount that will be paid every year. You will also know the capital appreciation/depreciation that you receive if you hold the bond to maturity by comparing the difference between the price you paid for the bond and its par value. This return information for a bond can also be derived from its yield to maturity.


Our Core Services

Direct Investment

For clients who prefer to make their own investment decisions, we offer an efficient execution service where you have access to leading investment products and services.

Business Solutions

We offer operations support and custodian service for Trustees, Fund Administrators and Asset Managers. Our experienced operations team specializes in providing bespoke solutions.

Structured Portfolio

Working together, we will draw up an investment portfolio that is customized to your personal objectives and will guide your portfolio investment decisions. 


Financial Advice You Can Act On

From exchange traded securities to tailored investment solutions, our clients can have access to an enormous variety of asset classes available in popular currencies. You are thus assured that there will be suitable products that can fit your risk appetite and achieve your personalized investment strategy.

Professional, Experienced and Trusted

Building wealth should be a simple and enjoyable experience. Being caring professionals, we manage client assets with diligence and integrity, using our experience to guide you. By treating clients with our greatest respect, we strive to deliver the highest level of attention and trust.

When you call us, we know who you are. 


Our dedicated team is here to support you

We believe that every customer is unique, each with their own special aspirations and objectives. Our advisors are therefore trained to listen and will be pleased to provide you with foresights on investments and portfolio management that cater to your individual needs and goals.

Holistic Management

Holistic wealth management can streamline your finances and improve your financial performance.


Being 100% independent ensures the right products and services are offered to you.


We Listen, You Prosper

Asia shares subdued; dollar encouraged by U.S. rate risk
China IPO Market Trounces the World With Record $58 Billion Boom
Tesla Investors Clear 3-for-1 Stock Split as Shares Rebound
Hong Kong's little-known AMTD Digital tops Alibaba in market cap after IPO debut
 Skyway Centre, Queen's Road   West,  Sheung Wan, Hong Kong
 (+852) 457-89899
 CR No.: 0843693
We use cookies to give you the best experience. Read our cookie policy.