Preston Stanley is a top tier, private money management concern based in Taipei, Republic of China. Our Private Client Group works with individuals and families with substantial net worth and investable assets of over $1 million who have availed themselves of our comprehensive financial planning, investment and wealth management services.
We encourage you to spend some time on this website learning about who we are, what we do and how we do it. We seek long-term relationships with those choosing to engage us. Part of this process entails our getting to know one another to ensure that there is an appropriate fit.
We believe that client relationships are our most valuable strength. We aim to ensure this belief manifests itself not only by virtue of what we say, but more importantly, by what we do in our efforts to earn a place alongside your most trusted advisors.
At Preston Stanley, we believe in applying these simple tenets to our clients' portfolios by spreading capital around several asset classes. This is colloquially referred to today as a "multi-asset strategy" and it is one that has yielded handsome benefits for our esteemed clients over the years.
Capital dedicated to investment in the shares of publicly-traded corporations is generally regarded as being among the most effective ways of increasing the value of a portfolio.Learn more
Once capital has been accumulated, many investors believe that the time has come to "take risk off the table" or, in other words, secure it safely in a low-risk environment where it can quietly generate income without losing its purchasing power.Learn more
In the last decade, non-traditional investment assets and products have become increasingly popular. Everything from cryptocurrencies to hedge funds and financial derivatives are attracting interest and inward investment at a blistering pace.Learn more
Mutual funds and exchange-traded funds are pooled investments that allow investors to pool their resources in order to gain exposure to assets they might otherwise find barred to entry.Learn more
Preston Stanley offers a full suite of services aimed at catering to the needs of a client pool that becomes more sophisticated with each passing year.
From initial consultation to the regular scheduled reviews, clients need be in no doubt whatsoever that our services will be delivered with the utmost care and attention.
Contact us today to learn more about how our financial management services can help you to realize your financial aspirations.