Our experienced advisers and partners help manage your investments wherever you are.

Investment performance depends on the right fund managers. Based on your risk tolerance, timeline, and goals, we select the best options for you:


Leading fund companies

Investment choice is through a wide range of top-performing funds.

Our Financial Strategists have access to information from a wide range of fund management groups and select the right managers that best fit your profile and objectives.

Do it yourself

You have the freedom to make your own investment decisions if you so choose. The entire fund universe is available as well as the investment freedom to build a diverse portfolio from equities, fixed interest securities, cash instruments, structured notes and collective investment schemes to name a few.

As you can buy/sell and switch at any time means that you can make your own decisions on how your money is invested and adjust the balance whenever you choose.

Portfolio Manager

We can also appoint a discretionary portfolio manager who will independently manage a portfolio following the needs of the investor. Our appointed portfolio manager will use his judgement of the investment environment to allocate investors' money typically between global equities, bonds and cash to provide consistent investment growth.

Model Portfolios

Another option would be to follow a model portfolio that is designed to fit your objectives such as your risk-return attitude and range generally from a defensive, balanced and aggressive position. The model can be adjusted to reflect your on-going needs.

Please contact us for specific information regarding our Investment Managers, Portfolio Managers and model portfolios.

Team

Our advisers bring diverse skills across global markets, allowing us to manage your portfolio in various structures and locations.

With secure online access to valuations and performance, plus real-time updates across multiple platforms, we keep you informed. Exceptional client service is our foundation.

Since 2008, we have successfully served 700+ clients worldwide.