Client Advisory Model

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Singapore +65 6559 8000
Dubai +971 4427 7100
Hong Kong +852 2846 3980
Philippines +632 479 8988

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We seek to fully understand your assets, investment goals and preferred level of involvement in the management of your wealth. There are three key dimensions we look at to determine the right approach.

 


Optimal
Structure

    


Investment
Objective

    


Personal
Involvement

  

We look at holistic aspects of your wealth

  • Tax efficiency
  • Level of asset protection
  • Preferred level of confidentiality
  • Family / business protection
  • Philanthropic needs

We assess your goals

  • Your investment horizon
  • How much risk you are willing to take relative to return
  • Whether your outlook is short-term or long-term
  • Whether you primarily seek growth or wealth preservation

We define your level of involvement in managing
your portfolio

  • How much time, experience and expertise you have
  • Your desire to manage your assets on a day-to-day basis

Asset Allocation Options

Risk Profiling

Portfolio
Management Options




Voted Outstanding Private Bank – Asia Pacific 2011 by Private Banker International.
We are a subsidiary of OCBC Bank which is ranked the world's strongest bank by Bloomberg Markets in 2011.

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