Service
Independent Asset Management (IAM)
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IAMs are independent advisors on lasting settlements such as successions and trusts.
IAMs provide services including Asset Allocation, Family Governance, Estate and Tax Planning, Corporate Advisory and Private Placement.
Independent asset management service is under a tripartite operational model framework
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As a licensed financial institution, our company provides discretionary asset management service or advisory service to our clients
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Private banks act as custodians, responsible for executing and settling bank products and services and safeguarding clients’ capital.
Working in partnership with our dedicated client advisors, the company’s Independent Asset Management division provides state of art advisory and discretionary management services related to multiple asset class across global market including listed equity , fixed income investment, FX, and various structured products. Highly experienced and solely driven by client objectives, the team offers exceptionally informed and strictly unbiased counsel and support.
For client wants to explore products with more lucrative return , our IAM division offers access to private equity deals, structured products, alternatives investment, private label fund vehicles such as AMC with private bank, digital and emerging assets. The team is staffed by seasoned experts, all of whom are reputable leaders in their respective fields.
Why using IAMs
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IAMs offer flexibility and a highly personalised client service.
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IAMs have lower costs and are more flexible on fee structures compared to banks.
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​Assurance of independence - Relationship Managers receive a fixed percentage management fee.
Discretionary Managed Account Service
We understand that the increasing pace and complexity of global financial markets present a host of challenges for investors trying to manage their portfolios.
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As such, we invest and manage assets on our clients’ behalf with the help of our unique network of experts and business partners in order to maintain and grow their wealth.
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After understanding of our client’s investment objectives, constraints, expected return and risk tolerance level, our professional investment team will custom make a personalized investment portfolio for our client. By utilizing third-party products across multiple asset classes as well as alternative investments such as discretionary hedge fund portfolios and advisory hedge portfolios or real estate, our experts provide specialised and innovative financial advisory services to help clients achieve their lifetime goals and meet their ongoing needs. The portfolio will be executed and monitored by our investment team on a discretionary basis