Origination
Consolidated portfolios
Select a legal account to review traditional and tokenised holdings, exposure, liquidity ladder and custody location.
Data as at 2026-08-05 01:40 UTC · Simulated provider and custodian feeds
Simulated data. Product terms, prices, balances and settlement references are placeholders pending provider, custodian and legal confirmation.
Accounts
| Client | Type | Total assets | Tokenised | Stale marks | |
|---|---|---|---|---|---|
| Mr Lau Chi Wing | Individual PI | $42,800,000 | $6,150,000 | Current | Open |
| Meridian Family Office Ltd | Family office | $186,400,000 | $23,900,000 | 2 stale | Open |
| Aurelia DPM Mandate — Series B | Discretionary mandate | $94,200,000 | $18,450,000 | 1 stale | Open |
| Pacific Insurance Holdings | Institutional | $512,000,000 | $4,100,000 | Current | Open |