hong leong building
 

Private Mandates

We offer discretionary and non-discretionary portfolio mandate services for investors that prefer their investment to be exclusive with a very specific end goal. Your investment will be handled in a fully discretionary manner, giving you peace of mind and allowing you to attend to other matters important to you. Whether your focus is on generating new wealth or preserving or enhancing existing wealth, we can build a wealth strategy that will help you achieve your investment objectives.

How we manage for you:

  • Continuous assessment and analysis of financial markets and conditions
  • Monitoring of investment positions and re-balancing of the investment portfolio when necessary
  • Monthly investment reviews to refine decisions on asset allocation