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