Investment Process

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We apply a systematic approach that starts with a comprehensive analysis of our client’s individual profile. Before we customise a portfolio proposal, we consider many factors important to the client.

  • Investment Objective
  • Risk Profile
  • Investment Horizon
  • Reference Currency
  • Liquidity Needs
  • Legal and other considerations

This enables us to start implementing and investing on the client’s behalf.
The client benefits from:

  • proprietary financial analysis
  • third party research
  • best of breed investment instruments
  • exclusive investment opportunities, as well as
  • access to a network of Asian and international buy and sell-side analysts.