The legacy of intrinsic values for the future

Athena Best Financial Group is dedicated to seeking out innovative ways to better serve clients and business partners in Asia.

Intrinsic value, a term used when describing companies, products, financials and currency. Intrinsic value can be calculated, but it is also a value that is often proven out in the long term. Athena Best Financial Group not only knows this but is inspired by intrinsic value when it comes to being a leader in Wealth Management and Financial Advisory.

As a diversified financial services corporation founded in late 2007, Athena Best Financial Group, is dedicated to seeking out new and innovative ways to better serve clients and business partners in Asia.

Danny Tse, Managing Director of Athena Best Financial Group (ABFG), a passionate financial services professional and a founding partner in ABFG, says “The driving philosophy of ABFG at inception was to build an Asian financial B2B FinTech platform to bring the ultimate comprehensive solutions to clients throughout Asia who seek long term global wealth planning.”

A decade of growth

ABFG has grown rapidly over the last decade and when asked what has made ABFG stand out in the market, Mr. Tse replies: “Our reputation, integrity, and compliance. To many of our partners, we may not always be the best but we will always the safest and this assures them that there will be no big problems. We were not involved in financial issues with problem products in 2008 crisis, where some products defaulted. In fact, we don’t get involved in products we don’t truly understand. We truly believe we have exceeded the role of being just a broker.”

Further enhancing ABFG’s reputation is its comprehensive IT platform that streamlines client wealth planning decisions and asset management through unifying and consolidating important financial and compliance information and procedures on their wide range of global investment products available. “Our IT platform also helps our regional business partners to handle the more and more troublesome operational process as well as allowing them to provide better services to their clients,” Tse shares. “Clients want solutions rather than a specific product or service. we can create the best solution by utilizing our comprehensive platform, and this is the meaning behind why we try to create such a comprehensive platform.”

Paving the path for the future

Mr. Tse continues “Our group services cover a wide array of retail and B2B Brokerage Services, Financial Platform Services, Financial Planning Consultancy Services, Private Wealth Management Services, Trust Services and Asset Management Services. An intrinsic ABFG value is in the knowledge base that we have in advising and assisting our clients in the proper structure of their solutions so as to best manage their global wealth while allowing easy time saving access to information through one location. Too much information and too many access points can overwhelm a client. Anyone can source financial products on the internet, but we add value through our “know how” on a regional or global basis when it comes to structuring, compliance, and other advisory services. No one can mimic exactly what we are doing.”
“Evolution.” Mr. Tse replies, when asked what new and exciting things happened in 2018 for ABFG and what the path for the future is: “In financial services, products and geographic compliance are constantly evolving. Our clients are becoming more sophisticated. ABFG is going with that flow through Fintech platform enhancements to allow service offerings to evolve on pace.“

New strategies

“We are very sensitive to market demand as it is the source where we create value. We are targeting to evolve beyond the brokerage concept to include information advisory on the tax side, legal, as well as the expertise of connections so our clients get the ultimate solution from ‘one stop’. The market is relying more and more on technology but clients want things easier. Our technology is evolving to make things easier. This is our long term B2B and B2C platform strategy,” he added. In terms of staying ahead in the market, the ABFG notes the importance of foresight. “We do not only offer what the market wants now, but also get prepared for what it wants next,”says Tse.

With the external headwinds in the market, Mr. Tse summarized what would be the challenges for ABFG in 2019. “Externally, the biggest near term challenge will the impending trade war. How it will affect people’s wealth and will there be regulatory changes and tougher control on capital flow. There are a lot of possibilities from this issue. Internally, we look at where and how we can add value.

In the coming year, ABFG sets its sights on capturing a more diversified set of products and services.“We will be unveiling our B2B and B2C platform enhancements that we hope will assist clients in planning for impacts of the unknown, staying informed and agile. This could be the time for product diversification geographically or asset class expansion. Regulatory changes are also a challenge. As long as we can create our own value and provide the best comprehensive platform for the right client we will always be successful,” said Tse, a true testament to their commitment to adding value, an intrinsic characteristic of ABFG.
The company wins the 2018 High Flyer Award for Wealth Management and Financial Advisory.