Discretionary Portfolio

Discretionary Portfolio Management

Leverage the expertise of our wealth management team to manage your portfolio and free yourself from day-to-day involvement.

We will customise solutions based on your return objectives, risk tolerance and liquidity needs while accessing a wider range of investment products.

Features

  • Minimum Investment: SGD3 million
  • Portfolio Statement in currency of your choice Currency options: USD, EUR, SGD
  • Global or Region-specific coverage
  • Equity exposure capped in accordance to Tactical Asset Allocation for the chosen risk appetite
  • Bespoke mandate for investment >SGD10MIndividual mandate for investment > SGD10 million
  • Portfolio management also available for Trust accounts and Family +Offices

For more information:

  • Contact your Wealth Manager or visit any of our branches.
Get In Touch

Call Us: 1800 221 1111

Get In Touch

Call Us: 1800 221 1111

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