Building Portfolios That Reach Further Than Home

The programmes are built for investors in their forties and fifties — people who have accumulated some capital, hold mainly local assets, and want to think carefully about extending their portfolio internationally. You do not need a finance background, but you should be comfortable reading a spreadsheet and thinking in percentage terms.

No. Meridian Crane is an educational provider, not a licensed advisory firm. The courses cover principles, frameworks, and analytical approaches. Decisions about specific funds, brokers, or products remain with you. This distinction is important and we are transparent about it from the outset.

Programmes are designed for roughly three to four hours per week — split between reading, written exercises, and optional live sessions. The pacing respects the demands of a full professional schedule and the work is spread through the week rather than concentrated in one sitting.

Each programme is self-contained. Global Allocation Basics suits those who are relatively new to thinking internationally. Currency & Regional Allocation assumes some familiarity with asset classes but builds from there. The Full Diversification Workshop is most rewarding for participants who have a working understanding of portfolio structure — whether from our earlier courses or prior experience.

The module addresses the general considerations Hong Kong residents face when holding assets in offshore accounts — estate duty implications, reporting obligations in other jurisdictions, and broad structures rather than specific tax advice. We clarify what belongs to an accountant or tax lawyer and what a well-informed investor can handle themselves.

All fees are quoted in Hong Kong Dollars. Payment details and options, including instalment arrangements for the Full Diversification Workshop, are provided at the time of enrolment. Please include any questions about payment in your initial enquiry.