Tailor-made Solutions

Our Discretionary Portfolio Management Service is designed for clients who are unable to actively manage their investments but seek the assurance of expert management for their capital. Investment decisions and advice are grounded in rigorous internal research supported by the latest local and international market insights. This research is enriched by access to Reuters services and reports from leading global research units through our foreign collaborators. 

We begin by thoroughly understanding each client’s investment objectives, return expectations and risk tolerance.  This enables us to define the appropriate risk profile and management strategy. Based on this analysis, a tailored portfolio is selected and managed in accordance with the agreed criteria. Your dedicated manager will manage your portfolio and handle all buy and sell decisions, keeping you regularly informed of portfolio developments.