We are actively manage individual and institutional savings on their behalf with a high level of personal services to underpin their investment objectives.
Under the scope of Discretionary Portfolio Management, individual or institutional portfolios, consisting of financial assets thereof, are managed by proxy for each client.
Our clients, to be provided with Discretionary Portfolio Management service, will be first subjected to an "eligibility check". Upon completion of the check, the highest return is achieved on the basis of the benchmark rate in a manner to ensure that the target of our specialist portfolio managers is in line with the term, risk and return profile of investors. Information on contents of portfolios and strategies is provided in accordance with the investor privacy rules and clients' special requests.
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