Serving You Since 1975

Why Managed Accounts Services?

Don’t have the time to actively manage your portfolio? Unsure of how to fulfill your investment goals? Let us help you navigate through the financial markets. 

Through our discretionary portfolio management services, our Portfolio Managers and Analysts will devise a portfolio of assets based on your risk profile to facilitate the efficient allocation of capital and support your investment objectives. 

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Benefits

  • Ownership – Direct ownership of stocks in your name
  • Flexibility – No withdrawal restrictions, no lock-in periods and no hidden or exit fees
  • Transparency – Full view of your portfolio holdings through 24×7 online access and monthly statements
  • Choice – Choice of suites of Managed Accounts solutions to suit your risk profile and investment objectives
  • Diversified portfolio – Catered to individual clients with access to all global asset classes
  • Global Presence – Capitalise on our insights of researchers across local and regional networks

Why Managed Accounts Services?

Don’t have the time to actively manage your portfolio? Unsure of how to fulfill your investment goals? Let us help you navigate through the financial markets. 

Through our discretionary portfolio management services, our Portfolio Managers and Analysts will devise a portfolio of assets based on your risk profile to facilitate the efficient allocation of capital and support your investment objectives. 

  • Ownership – Direct ownership of stocks in your name
  • Flexibility – No withdrawal restrictions, no lock-in periods and no hidden or exit fees
  • Transparency – Full view of your portfolio holdings through 24×7 online access and monthly statements
  • Choice – Choice of suites of Managed Accounts solutions to suit your risk profile and investment objectives
  • Diversified portfolio – Catered to individual clients with access to all global asset classes
  • Global Presence – Capitalise on our insights of researchers across local and regional networks

What is Managed Accounts?

How does it work

You may choose from a varied suite of discretionary managed portfolios which caters to investors with diverse risk profiles and investment objectives.

Be spoilt by the choice of investing in specific regions or sectors while having a diversified portfolio of stocks, Unit Trusts, ETFs and bonds. 

  • DEFINE your investment objectives, risk tolerances, preferences and constraints
  • SELECT your portfolio strategy(ies)
  • BUILD your wealth through our team of professional Portfolio Manager

Important Key information

You may choose from a varied suite of discretionary managed portfolios which caters to investors with diverse risk profiles and investment objectives.

Be spoilt by the choice of investing in specific regions or sectors while having a diversified portfolio of stocks, Unit Trusts, ETFs and bonds. 

  • DEFINE your investment objectives, risk tolerances, preferences and constraints
  • SELECT your portfolio strategy(ies)
  • BUILD your wealth through our team of professional Portfolio Manager

Approach

We take an active investment approach in generating portfolio returns. With active management, we aim to add value to our clients’ portfolios through our decisions on asset allocation and security selection. Each Investment Strategy is accompanied by a unique investment approach chosen by portfolio managers to generate returns. We mitigate risks by monitoring market conditions, taking appropriate actions to rebalance clients’ portfolios and implementing loss control measures where necessary. Through disciplined risk management, we balance the risk-return potential of our clients’ portfolios.

List of Managed Accounts Services

Discover our suite of Managed Accounts solutions which starts with an investible capital of $25,000 or more. 

Note

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How does it work

  • Securities investment is subjected to market risk and specific risk.

Note

  • Securities investment is subjected to market risk and specific risk.

Here’s How You Take the Next Step Forward You may also opt for a customized portfolio managed by our dedicated and experienced Portfolio Managers with an investible capital of $250,000 or more. A customised portfolio is personalised to accommodate your specific investment requirements, preferences and objectives. Reach Out Account Opening