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.