Portfolio management

We focus on providing a personalised service with sound investment strategies and risk management techniques based on our clients’ profiles.

Our professional asset managers’ priority is to develop a clear understanding of each client’s unique investment needs in order to formulate a personalised investment plan that would best suit the individual’s current financial position, investment objectives, risk tolerance as well as future income needs.

Risk management

Dedicated to ensure the protection of the fund, we oversee all responsibilities associated with the assessment, monitoring, and review of funds risk.

Providing regular updates to your governing body and senior management in accordance with our Risk Management rules, including tasks related to:

Implementing effective risk management policies and procedures Ensuring that risk limits always remain in accordance with the risk profile the fund discloses to investors Monitoring adherence to risk limits