Investment Philosophy

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To offer both wealth preservation and growth, we allocate your assets across a Core Portfolio and Satellite Investments.


 

Core Portfolio

 

Satellite
Investments

  • You have flexibility to pursue independent or market-driven investment opportunities
  • Regular reports are provided to update you on progress
  • Reflecting your long-term goals, asset allocation is strategically planned based on your risk profile
  • Risk and return are optimally balanced in line with your investment goals
  • We actively manage your portfolio and control risks

Short-Term Trading Satellite

Tactical Satellite




Voted Outstanding Private Bank – Asia Pacific 2011 by Private Banker International.
We are a subsidiary of OCBC Bank, the World’s Strongest Bank for two years, 2011 and 2012 – as ranked by Bloomberg Markets.

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