• Asset management

    We are a trusted fiduciary that is focused on delivering investment solutions for our diverse range of clients based on our broad and accurate insight of financial markets.


 

What we do

We build strategic partnerships with each one of our clients – including retail, ultra and high net-worth individuals, financial advisers and institutions – in order to fully understand their financial requirements, and to develop products and services that deliver optimal returns while effectively managing risk.
 
In sustaining the trust with our clients, our highly experienced asset management team upholds the principle of transparency in executing all its investment decisions. This process of corporate governance is ensured by the ongoing due diligence carried out by our dedicated Investment Management Committee.

Investment philosophy and approach

We are committed to value investing; as such, we strongly believe that asset prices will reflect their true value over time. Through diligent research and the application of qualitative skills based on experience and quantitative investment tools, we identify underlying assets and securities that will outperform over time when building investment solutions for our clients. Our research is carried out using a combination of top-down and bottom-up approaches, beginning with the evaluation of trends in global financial markets and assessing their implications on regional and domestic markets.

Our investment management approach involves five integrated steps: a comprehensive understanding of our clients, the assessment of economic and capital market expectations, the design and implementation of an agreed investment strategy, the continuous monitoring and rebalancing of our clients’ portfolios, and the transparent reporting of performance.
 
We believe investment risk should be properly analyzed and understood. Thus, our investment solutions entail the adoption of robust risk management practices that adequately and efficiently capture, measure and manage risk. 

 

Our services

We offer our clients the opportunity to create investment solutions based on a diversified portfolio by investing in global and domestic markets across multiple asset classes, including fixed income, money market, publicly and privately listed equities, real estate and commodities.