Taking your wealth to the next level
Investment
Including stocks, funds, fixed income, derivatives, private equity, hedge funds, real estate, gold, and art.
Management
Tax residency status and tax planning, legal risks for families and businesses and their risk isolation, and diversified global asset allocation and management.
Consultation
We provide expert advice and strategic solutions in various fields, helping clients achieve their goals and overcome challenges efficiently.
We’re good with numbers
25
Years of Experience
5+
Managed assets exceeding $5 billion USD.
25+
Our service network cover
25 + major cities worldwide.
7
International Partners
Mastering digital-era wealth creation, prioritizes client needs, and redefines asset management.
A one-stop financial and service integration platform, brings together leading commercial banks, private banks, securities firms, trust institutions, and insurance companies. By perfectly combining institutional workflows with exceptional entrepreneurial spirit, we collaboratively work across multiple entities to steadily create long-term sustainable returns for our clients, serving as both "strategist and steward" for their wealth management.
Testimonials
What our clients say
Cynergy has transformed my approach to wealth management. Their expertise in digital-era investments and unwavering client focus have significantly enhanced my portfolio. I trust them implicitly."
Johnathan W., Entrepreneur
The bespoke services provided by Cynergy are unparalleled. Their meticulous attention to detail and comprehensive asset management strategies have been instrumental in preserving and growing our family's wealth.
Emily S., Family Office Manager
Partnering with Cynergy has been a game-changer. Their deep understanding of the digital economy and personalized approach have provided me with peace of mind and exceptional financial growth.
Michael T., Corporate Executive