Our role

Our aim is to support you in achieving the best possible performance for your clients.

Opus Investment Limited is the latest business venture of entrepreneur Weimin Li, a highly successful developer in China’s competitive commercial and real estate sector. His vision is to bring his brand of professionalism and proven customer focus to the world of financial investment. Opus Investment can open the door to real estate finance and complex funding solutions across Asia. Your profit is our aim.

We will work closely with you to make this possible. With our services, you can free up more time to concentrate on growing your business.

Discretion

Our discretionary solutions utilise our proven centralised process. This involves the implementation of a strategy and the evaluation and selection of individual positions, operating within the boundaries of defined risk controls.

Compliance

We handle compliance and administration pertaining to client portfolios, and can provide full third-party professional indemnity insurance to give you added peace of mind. In addition, we provide a secure 24/7 online valuation facility for you and your clients, as well as live data feeds into popular back office and customer relationship management systems. These include Iress (Adviser Office), Enable, Intelliflo, Sammedia (Moneyinfo), Time 4 Advice (Curo) and Plum.

Protection

Some of your clients may have been awarded settlement figures for personal injury or clinical negligence claims and the money may need to provide for their care over the long term. In this case, our investment strategy is overseen by third parties appointed by the Court of Protection.