IFOA DWC Corporate Brochure July 2015

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Block G, GT Land Plaza, No. 16 Zhujiang East Road, Zhujiang Bew City, Guangzhou, China T: +86 020 8564 5465 / 8564 5419 | F: 8564 5436 Guangdong Longyuan Investment Co, Ltd. Guangdong Longyuan Investment Co, Ltd. is a comprehensive multinational organization company, which business includes investment management, wealth education, real estate investment, equity investment, stock investment, and overseas investment etc. With a diversified financial services chain, the scope of its business involves the mainland China, Hong Kong, and Australia etc. Guangdong Longyuan Investment Co, Ltd focuses on China’s high-net-worth individuals to provide a full range of wealth management services through a comprehensive multi-dimensional product selection and risk control system, providing financial consulting as a “wealth housekeeper” to customers. The chairman of International Family Office (IFOA) Mr. Scott A MacDonald as chief expert, Longyuan is well qualified for serving high-net-worth individuals in China to realize comprehensive asset allocation globally, and providing professional service for China’s high-net- worth individual’s trust and family funds as the leader of the industry. The Dragon Wheel Club The Dragon Wheel Club under Longyuan Investment Co, Ltd currently has approximately 1000 ultra-high net worth (UHNW) members with various business background, each meeting the eligibility for membership of at least RMB 30m (USD $5m) disposable funds for investment. The club aims to build up a high quality and well-balanced platform of contacts, investment and living for members’ exchange and cooperation, sharing financial knowledge, investment experience, matchmaking and physical and spiritual practices. A series of high-end events and services are provided through 4 platforms of distinctive value, Customization Platform, Taste and Art Exchange Platform, Child Growth Platform and Public Service Platform for each member to get enhanced value of life. At the invitation of the Dragon Wheel Club, an upcoming conference International Investment Forum (IIF) hosted by DWC, IFOA and Capital Land Group which will be held from 29 th to 30 th August Guangzhou, China aims to provide high quality investment intelligence and introductions to international specialists to its members. The forum seeks to provide insight into international asset allocation, international best methods for investment in relation to direct business opportunities and property, and advice on how to deal with international structures for long term wealth protection and preservation.

Transcript of IFOA DWC Corporate Brochure July 2015

Page 1: IFOA DWC Corporate Brochure July 2015

Block G, GT Land Plaza, No. 16 Zhujiang East Road, Zhujiang Bew City, Guangzhou, China

T: +86 020 8564 5465 / 8564 5419 | F: 8564 5436

Guangdong Longyuan Investment Co, Ltd.

Guangdong Longyuan Investment Co, Ltd. is a comprehensive multinational organization

company, which business includes investment management, wealth education, real estate

investment, equity investment, stock investment, and overseas investment etc. With a diversified

financial services chain, the scope of its business involves the mainland China, Hong Kong, and

Australia etc.

Guangdong Longyuan Investment Co, Ltd focuses on China’s high-net-worth individuals to

provide a full range of wealth management services through a comprehensive multi-dimensional

product selection and risk control system, providing financial consulting as a “wealth housekeeper”

to customers. The chairman of International Family Office (IFOA) Mr. Scott A MacDonald as

chief expert, Longyuan is well qualified for serving high-net-worth individuals in China to realize

comprehensive asset allocation globally, and providing professional service for China’s high-net-

worth individual’s trust and family funds as the leader of the industry.

The Dragon Wheel Club

The Dragon Wheel Club under Longyuan Investment Co, Ltd currently has approximately 1000

ultra-high net worth (UHNW) members with various business background, each meeting the

eligibility for membership of at least RMB 30m (USD $5m) disposable funds for investment.

The club aims to build up a high quality and well-balanced platform of contacts, investment and

living for members’ exchange and cooperation, sharing financial knowledge, investment

experience, matchmaking and physical and spiritual practices. A series of high-end events and

services are provided through 4 platforms of distinctive value, Customization Platform, Taste and

Art Exchange Platform, Child Growth Platform and Public Service Platform for each member to

get enhanced value of life.

At the invitation of the Dragon Wheel Club, an upcoming conference International Investment

Forum (IIF) hosted by DWC, IFOA and Capital Land Group which will be held from 29th to 30th

August Guangzhou, China aims to provide high quality investment intelligence and introductions

to international specialists to its members. The forum seeks to provide insight into international

asset allocation, international best methods for investment in relation to direct business

opportunities and property, and advice on how to deal with international structures for long term

wealth protection and preservation.

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International Family Office Association (IFOA)

The International Family Office Association (IFOA) is a not-for-profit organization providing

thought leadership, research and networking opportunities for those establishing, managing or

servicing the family office sector globally.

IFOA was established in 2011 in response to the rapid growth in Asian wealth and the need for

education and networking for those interested in creating family office entities.

IFOA provide thought leadership and research by collaborating with leading education

institutions to deliver educational courses that build the capabilities of family offices worldwide.

Many networking events and industry conferences provide unique opportunities for attendees to

network and gain the latest commercial intelligence on the family office sector. IFOA also offers

consulting services specializing in family office investment management programs and

appropriate investment vehicles and has worked on numerous projects with wealthy families

throughout the world including Australia, the UK, USA, Korea, Japan, Singapore, Hong Kong and

China.

www.ifoa.asia

Sydney – Beijing – Singapore – Hong Kong - Guangzhou

IFOA Limited - ABN: 46 149 045 205

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Capital Land Group

Capital Land Group (CLG), an investment and management group serving for HNWIs, is

committed to building the best investment platform in Australia. By placing great emphasis on

long-term value and asset allocation, we provide customers with diverse, high-quality investment

products to set up the bridge of capital investment and configuration, effectively creating a

diversified investment system. With the best investment strategies and the most comprehensive

range of services, we focus on the integration of resources worldwide to help clients to achieve

the maximum benefits within risk control.

CLG has a diversified business system, owning subsidiaries “CLG Development”, “CLG

Consulting,” “Azsunland” and “DWCLG”. We adhere to the ideas of long-term investment and

risk diversification through rigorous logic, accurate strategy, targeted value-added services, and

full control of investment risk to be an influential and comprehensive investment management

company.

Guangdong Longyuan Investment Co, Ltd. is the major business partner of CLG. DWCLG

(Australia) is an Australian based joint venture company of CLG and Longyuan Investment Co,

Ltd.

Level 28, BT Tower, 1 Market St, Sydney, NSW 2000 T: 02 9745 5568 | F: 02 9747 4286

www.capitallandgroup.com.au

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Aaron Huang, President of Longyuan Investment Co, Ltd

Mr. Aaron Huang is also IFOA Partner in China, Director of Jingwei

Property (China), Director of Hulunbeir Jinjun Group, Director of Real

Estate Education Center of Sun Yat-Sen University, and Economic

Development Consultant of Yakeshi City Inner Mongolia.

As the youngest professor for Real Estate President Class of Tsinghua

University, Guangdong Appraisal Team Leader of “The Real Estate

Planner” of Ministry of Labor and Social Security, President Class Lecturer of Sun Yat-sen University,

Tsinghua University, Zhejiang University, China Plan Institute, Guangdong Real Estate Association EMBA,

Mr. Huang has accumulated practical experience in property investment, equity investment, asset of

allocation of high-net-worth family and published real estate related books and CDs as consultant for

several property development companies.

Scott AJ MacDonald, Chairman of DWCLG Capital (Australia),

Chairman of IFOA

Mr. MacDonald is one of the founders of the International Family

Office Association Limited (IFOA), and Managing Director of Van

Mac Group.

Mr. MacDonald with rich experience in institutional investment and

ultra-high net worth investment consulting was engaged in Australia major banks and investment

management consulting company in the United States. He is an investment professional with over 27 years’

experience in finance and company management. Mr. MacDonald was involved and played an important

role when Macquarie Bank founded the real estate trust fund for the first time in 1987. At the same time,

he also been involved in product innovation, including a number of products focus on ultra-high net worth

family financing e.g. Macquarie personal authorized deposit funds and Macquarie managed currency funds.

Richard Fang, CEO of Capital Land Group

As the CEO of Capital Land Group, Mr. Richard Fang is an investment

expert for in cross-sectoral and multi-level management projects

implementation.

Prior to the founding of CLG, Mr. Fang was a senior investment officer

in one of the Fortune 500 companies and also helped family wealth

management operation and investment successfully especially in the

fields of commercial, residential real estate, chemical, cultural industries

and hospitality etc.

Mr. Fang graduated from the University of Sydney with double Masters’ degree in Business and Finance.

Mr. Fang has been devoting himself to promoting the development activities between the University of

Sydney and China. As the Secretary-General of Sydney-Guangzhou Friendship Association Incorporated,

Mr. Fang spared no effort and made great contribution to facilitate economy, culture and communication

between the two cities.

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PICTURES FROM PAST EVENTS OF DRAGON WHEEL CLUB

Mr. Scott AJ MacDonald, Chairman of DWCLG Capital (Australia), Chairman of IFOA, Aaron Huang,

President of Longyuan Investment Co, Ltd and Richard Fang, CEO of Capital Land Group at 2014 Fortune

Forum and Longyuan Investment Opening Ceremony

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Member meetings and group photo

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Seminar activity photos

Commercial and in Confidence

For further details please contact

Mona Pang / Business Development Manager/ Capital Land Group

M: 0420 835 785| T: 02 9745 5568 | F: 02 9747 4286 Email: [email protected]

and

Ella Averill-Russell / Event Producer—IFOA / The Revel Group

M: 0410 734 420 | T/F: 02 8607 5037 | Email: [email protected]