Portfolio Management

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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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Choices of Portfolio Management

We offer a choice in managing your investment portfolio.

Advisory Services

Discretionary Services

 
You are self directed, want to make your investment decisions and trade actively.
You don’t have time or resources. You want to capture the most opportunities in a fast-paced financial market.
 
We provide you with insight and recommendations, underpinned by your risk profile through a continuous interactive advisory process.
We offer a suite of eight discretionary portfolios, tailored across a range of clients' risk profiles. We actively manage the portfolios to capture opportunities and mitigate risks.

You benefit from

  • Investment ideas and recommendations from experts
  • Direct access to our specialists and a dedicated dealer for personalised assistance
  • Active trading support
    • Superior execution capabilities
    • A broad selection of securities
    • Access to a wide range of brokers
    • Competitive pricing

You benefit from

  • A team approach for performance consistency
  • Robust risk management through
    • Diversified sources of risk
    • Security selection based on research
    • Investment limits applied across asset classes, country and industry exposure
    • Constant risk monitoring
  • An excellent track record. Our returns have consistently exceeded our portfolio benchmarks over a rolling five year period

Quality Research and Wide Product Range

Both services provide you with full benefits of our comprehensive research, expertly determined recommendations and access to our wide product range. We have experienced investment professionals specialising in every asset class including: Fixed Income, Equities, Funds and Alternative Investments, Foreign Exchange and Derivatives and Structured Products.




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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