Managing Your Wealth
It is as much finesse as it is science
Our Investment Philosophy
All our investment decisions are guided by a rational, disciplined and structured investment process which is underpinned by our long-term view. We will not focus on high-risk, short-term investments but will instead manage your risk exposure in relation to your investment goals, and achieve a consistency of returns rather than absolute one-off returns.
We provide non-discretionary asset management services for clients who prefer to enjoy a greater degree of participation in the management of their investments. Acting only in an advisory capacity, we offer nuanced guidance and support for your investment decisions. You are fully in control and no transactions can be carried out without your approval.
When we have a discretionary mandate, we agree on an investment objective with the client and a benchmark before we begin to invest, drawing on a number of factors including income requirement and tolerance for risk. The kind of portfolio you want is established at the outset, and we, as your portfolio manager, make the day-to-day investment decisions to attain it.
Our investment decision process is enhanced with technological innovation, with a particular focus on artificial intelligence and machine learning technologies to improve the consistency of achieving a stable risk-adjusted return over periods of market volatility.
The bedrock of our portfolio design lies in our unique portfolio construction, selection of asset class mix and risk management overlays to ensure optimal upside return with predictable downside risks. We cater to various types of investors along the risk-return continuum, from the conservative investor with a positive inflation-adjusted return objective, to the risk tolerant investor who targets a higher level of portfolio returns.
Our portfolios are rebalanced regularly to reflect the dynamic nature of investment risks and to exploit new investment opportunities within the confines of the portfolio mandate.