Wealth Management
How We Help You Achieve Your Goal
Wealth Preservation
Wealth Accumulation
Risk Management
Absolute Return
Income Generation
Liquidity Management
Inflation Protection
Privacy & Exclusivity
How We Invest
We focus on equity investments in Malaysia, Asia Ex-Japan (especially ASEAN, HK/China) and the US as these markets are our fund managers’ expertise and strength.
What is Private Mandate / Managed Account?
A Private Mandate or Managed Account is a portfolio that is owned by one investor and it is managed by the professional fund manager with a high degree of customization to fulfill the investor’s specific investment objectives, risk appetite and investment preference.
A discretionary mandate is an investment management service effective for investors who prefer to delegate their investment decisions.
A non-discretionary mandate empowers you to make informed investment decisions with proposed solutions. Our fund manager will only execute orders for your account following your confirmation.