Discretionary portfolio management
Yours is to dream, ours is to actualise
- You will have a dedicated portfolio manager who will invest on your behalf based your risk profile and investment objectives
- Your portfolio will be actively managed based on performance updates and reports
- There will be constant oversight to ensure your portfolio is optimised and aligned to your goals at all times
- Your portfolio will benefit from our wide range of investment solutions, covering multiple asset classes including fixed income, equities, real estate, currencies and derivatives, locally and internationally
- Currency risk management is an integral part of all our discretionary services, so you would not have to worry about devaluation risks
- Our online investment management platform gives you on-the-go access to your investments and research updates, and allows you to take control of your portfolio whenever you want to
Investment advisory services
Our investment specialists provide support and advice to help build your investment portfolio or make decisions on specific investment opportunities.
Investment execution
Our investment platform offers an execution-only service to investors without the need for advice.
