Equity and Fixed Income

Portfolio Advisory

Clients with an active role in managing their portfolios could benefit from the expertise and insight of professional investment advisors while they remain in control of their investment decisions.

Our portfolio advisory service is designed to assist our clients make informed investment decisions on both the portfolio and transaction levels. After understanding client’s investment objectives and risk appetite, the investment advisors will provide advice on the portfolio structure, securities analysis, trading ideas and developing investment policy statement, risk management & asset allocation frameworks.