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The Process

Throughout the process, our team consistently monitors each portfolio, recommends adjustments as necessary, and maintains clear, consistent client communication.

A strong planning process is the best way to create a strong, flexible financial plan.

A transparent, effective planning process is based on two key aspects of financial planning: protection and access to funds when needed. A plan must ensure liquidity, to allow its owner to access funds when needed. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.

With these goals in mind, the first step in building a comprehensive plan is to assess total financial planning needs. This involves a consideration of important milestones such as retirement, insurance, major purchases and educational costs, as well as ongoing financial management strategies. Once these factors are identified, the client is prepared to choose the products and services that best address his or her needs.

Investment Philosophy

We believe asset allocation is the key driver of portfolio returns that result in long-term growth. This conviction is based not only on our own experience, but also on findings demonstrated in research papers by leading financial authors.

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Security and Privacy

We understand the importance when it comes to the security of your family and your assets. That is why we use the latest technology to help protect your personal information and financial transactions. We take your security and privacy seriously.

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Financial and Wealth Management

Wealth Management is what we, here at Cathay DuPont, are best at. The term ‘Wealth Management’ describes the financial services and estate planning services that are delivered to our high net worth investors which are customized to fit their bespoke, particular, needs.

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What is Financial Security Planning?

Financial planning is about more than preparing for retirement. It is about working to achieve short- and long-term goals, and helping protect the most important things in life.

Some things in life are easier when you have the right partner.

At Cathy Dupont, we believe investing is a partnership. We listen to your goals and design a personalized financial plan to fit your lifestyle. Our brokers work toward helping you realise your dreams.

Whether you are building on your investments with an eye on early retirement; saving for that trip to Great Wall of China; striving to buy your family a beach house; or creating a legacy to bequeath to your favorite charity, your goals are Cathay DuPont’s goals. Your partners at Cathay DuPont lighten your load, so you can focus on living.