DBI Asset Management

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Building on a total Wealth Management framework to cultivate ESG and AI Transformation (AX) as our core investment frontiers.        

Core Service

Wealth Management

Total wealth management for our clients

Integrated wealth management solutions tailored to your unique assets and objectives—spanning business succession, M&A, estate planning, and wealth transfer.

Business succession M&A Wealth transfer Financial planning
  1. 01 Comprehensive Asset Assessment & Investment Plans
  2. 02 Tailored Investment Strategy
  3. 03 Optimal Portfolio Construction & Discretionary Management
  4. 04 Tax-efficient wealth planning
  5. 05 Business succession and estate planning

Target Sector

ESG

Investing in sustainable value

Environment

Environmental

  • Natural resources
  • Recycling
  • Renewable energy

Social

Social

  • Senior care
  • Healthcare
  • Housing

Governance

Governance

  • Separation of ownership and management
  • Compliance
  • Shareholder returns

Target Sector

AX Globalization

Bridging technology and finance          

We strategically deploy capital into high-growth digital fintech and IT platform sectors, including artificial intelligence, blockchain, and advanced payment technologies. By leveraging fintech and AI Transformation (AX), we seek to advance digital financial services and build more efficient investment structures.

Technology & Finance AX Connecting technology
and finance
AI
Blockchain
Payments
International remittance
IoT
Digital finance