WMOA Group

MANAGING FUNDS FOR

SUSTAINABLE GROWTH

To be the leading boutique Oceania-Asian authority in wealth and fund management,

fostering resilient and sustainable financial futures for families and institutions alike.

ABOUT WMOA GROUP

WMOA Group was founded in 2017 by Yixin Shen in Australia, the group focuses on providing clients with excellent financial services and asset management solutions, aiming to help them achieve financial goals and create long-term value. One of our primary core services is to help establishing family offices. Through customized family office solutions and professional asset and financial planning, we assist clients in managing and passing on family wealth. Additionally, we offer external asset management services, helping clients optimize their investment portfolios and asset allocations through personalized investment strategies and portfolio management. At the same time, we actively engage in fund management, with direct investments in areas such as real estate development, private equity (PE), and venture capital (VC). Our goal is to align clients’ unique needs with our expertise, providing them with tailored financial solutions to ensure their financial success.

Over the years, WMOA Group has been committed to assisting ultra-high-net-worth Chinese families and entrepreneurs in the Asia-Pacific region with wealth management and creation. Embracing the concept of “harmony and diversification,” the group seamlessly integrates overseas and Chinese operations, providing clients with integrated family financial management, capital management, and value-added consulting services. This aids clients in achieving the development, risk mitigation, and succession of their family wealth. By connecting the financial systems of Australia, Singapore, and China, our experience has facilitated many global Chinese ultra-high-net-worth families entering Australia and Singapore, and provided high-quality planning and management for overseas funds investing in China.

In order to better meet customers' diverse financial needs across different sectors, and provide efficient and high-quality services through division of labor, collaboration, and specialization, we have established highly complementary subsidiaries to offer a service matrix. We believe this organizational structure helps us better fulfill our mission and create long-term value for clients.

PTB AUSTRALIA

Focused on the establishment and management of family offices, we provide services such as family wealth management, investment planning, estate planning, and tax planning for our clients.

PTB SINGAPORE

As a subsidiary of PTB, we provide similar family office establishment and management services for clients in the Singapore region.

WMOA SINGAPORE

Specializing in asset management and wealth management, we provide clients with support for asset appreciation and financial planning through portfolio management and risk management.

WMOA FUND MANAGEMENT

Actively engaged in fund management, we directly invest in areas such as real estate development, private equity (PE), and venture capital (VC), providing clients with diverse investment opportunities.

INVEST WITH US

Australia offers a stable economic environment, diverse markets, and a robust regulatory framework, providing a plethora of investment opportunities. The vast landscapes and geographical diversity in Australia offer unique avenues, from real estate to agriculture, while its innovative spirit is driving advancements in startups and high technology. It is this diversity in the ecosystem that makes Australia a significant destination for global asset deployment.

WMOA stands uniquely positioned to collaborate with you and seize opportunities. Through our specialized operations in Australia, we offer an array of distinct asset pools tailored to various investment interests.

DISTINCT ASSET POOLS

*Introduction of Different Investment Cycle: Short Investment Cycle (<1 year);
Medium Investment Cycle (1 -3 years); Long Investment cycle (>3 years).

Asset Pools

Target Return p.a.%

Risk Appetite

Investment Cycle

WMOA RESIDUAL STOCK FUND

WMOA MORTGAGE FUND

Unique opportunity to acquire distress residual developed units at significant lower than market value.

Syndicate into most stable and high return mortgage market.

10%-15%

8%-10%

Moderate

Steady

Short to Medium

WMOA AGRICULTURE FUND

WMOA PROPERTY INVESTMENT FUND

Strategical agricultural land banking with huge potential rezoning opportunities.

Invest established real estate assets to enjoy passive investment return and potential capital gains.

8%-12%

5%-10%

Moderate

Steady

Medium to Long

WMOA VENTURE CAPITAL FUND

WMOA PROPERTY DEVELOPMENT FUND

Enter the innovative world of startups and technology driven enterprises.

Tap into lucrative property development ventures in major Australia capital cities.

Circa 20%

12%-15%

Aggressive

Moderate

Medium to Long