Wealth Management

Practical investment knowledge & market understanding supported by a robust risk management and leveraging IT solutions.

Wealth Management

Practical investment knowledge & market understanding supported by a robust risk management and leveraging IT solutions.

Reliable Asset Manager

Our Funds Management Division provides Funds Management services to institutions, retail investors, organisations and high net worth individuals. We are dedicated to helping our clients build, nurture and sustain wealth with ease.

Objective

We provide wealth advisory and investment management solutions to our clients, leveraging on the experience of our team, extensive knowledge of local and international markets, and vigorous investment processes backed up world class technology and effective risk management to help build and sustain wealth.

Expertise

We leverage our team's extensive knowledge in investments and experience in wealth and portfolio management to create unique solutions backed up by world class technology.

Service Offerings

Financial Planning & Wealth Advisory   ▪   Investment Management & Advisory   ▪   Mutual Funds


Broad Service Offerings

WHOLESALE BUSINESS

Portfolio Management

1. Robust Investment architecture that is refrlective of specific personality of funds.
2. Pursue returns inline with the agreed benchmarks.
3. Managed under articulated management agreement.

Gratuity Schemes

Management of gratuity and staff collective schemes to complement regulated pension schemes.

RETAIL BUSINESS

Mutual Funds

Mutual funds under different asset combinations:
1. Equity
2. Balanced
3. Bond
4. Money Market

Money Market Investments

Fixed income investment opportunities in line macro economic trends


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