Holistic Asset Finance Group (HAFG)

Overview

Holistic Asset Finance Group Co., Ltd., originally established in 2005 under the name Legend Media, Inc., underwent a significant rebranding in December 2019 to better reflect its broadened focus and expertise in the financial services sector. Now headquartered in New York, New York, the company stands as a multifaceted entity providing a spectrum of investment banking, securities, and wealth management services. Catering to a diverse clientele that includes corporate entities, institutional investors, and high net worth individuals, Holistic Asset Finance Group Co., Ltd. leverages its extensive knowledge and experience to deliver tailored financial solutions.

Products and Services

• Investment Banking

  Offers a comprehensive range of services such as mergers and acquisitions advice, financial restructuring, underwriting, and issuance of equity and debt securities. This segment is dedicated to supporting corporate clients in navigating complex financial transactions and capital markets.

• Private Wealth Management

  Provides personalized financial planning and investment management services to high net worth individuals. The focus is on crafting customized investment strategies that align with the client's financial goals and risk tolerance.

• Global Institutional Equity, Fixed Income, and Derivative Sales and Trading

  Entails the buying and selling of equity, fixed income, and derivatives products on behalf of institutional clients. This service is designed to optimize investment portfolios and manage risk through diversified investment choices.

• Equity Research

  Delivers in-depth analysis and insights on market trends and individual securities. This information is invaluable for clients in making informed investment decisions.

• Prime Brokerage Services

  Caters primarily to institutional investors and hedge funds, offering a suite of services that includes securities lending, leveraged trade executions, and custody services. This segment plays a crucial role in facilitating the operations and expansion of hedge funds and similar investment entities.