Our expertise. Your decisions.
You have some experience with investing in stocks and unit trusts, and consider yourself more savvy than others. You are also familiar with basic asset allocation principles and have your own market views.
You do not like standard portfolios and and would prefer to take more risk based on your market views. You prefer to make your own market calls and want to access best-of-class funds to take advantage of the different market cycles.
However, you would like to have a competent adviser on tap to help provide some guidance and be a sounding board to validate your own views.
If this description fits you, then welcome to our portfolio advisory services!
We offer you our expertise in the following areas to help you manage your own portfolio:
- Financial analyses
- Portfolio construction and monitoring
- Risk and return assessment
- Asset management
- Research and analysis
- Trading strategies
Our open architecture product platform ensures that only the best-in-class fund managers are on our list, so you can be sure that you are dealing with quality investment products.
If you want the freedom to be in control and make your own decisions, yet have the support of our years of experience and extensive resources, give us a call today.
Please note that our Private Client services are only available for Accredited Investors, defined as individuals whose net worth is at least SGD$2 million (or its equivalent in a foreign currency) or whose income in the past 12 months was at least SGD$300,000 (or its equivalent in a foreign currency).