At a Glance

A way to manage your assets

Enjoy peace of mind, as you leave the management of your portfolio to us. We regularly review and rebalance portfolios to ensure they are always aligned with your financial goals.

A long-term investment approach

We allow time in the market, rather than timing the market, to drive returns.

A safe pair of hands implementing a disciplined process

Benefit from the combined investment expertise of DBS’ Wealth Management Team (Research, Chief Investment Office, Funds Selection Team, Portfolio Management Team).

A client-centric approach

Your portfolio will be individually managed. You will also gain access to our portfolio managers and their insights on the market and investment strategy.

Gain insight to Chief Investment Officer Hou Wey Fook’s investment philosophy and his key considerations to portfolio construction.

 

How We Construct Your Portfolios

Your Relationship Manager will assess your risk profile to craft a bespoke solution through our four strategic approaches:

  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Market Positioning
  • Security Selection

Strategic Asset Allocation

You select a portfolio mix that matches your long-term objectives.

Infographic of Strategic Portfolio

Tactical Asset Allocation

Investment opportunities underlie different asset classes during an economic cycle. The image below highlights that no single asset class has consistently remained the best performer across the years.

We stay nimble and adjust your asset allocation to take advantage of dynamic market conditions and navigate short-term market fluctuations.

Illustration of various assets' classes performance by Bloomberg

Market Positioning

When constructing your portfolio, we navigate changing credit and interest rate environments, and identify emerging trends and investment opportunities across regions, sectors, and market segments.

Market Positioning - Features

Security Selection

We select the most efficient securities to optimise returns.

Securities - Stocks / Bonds

Securities - ETFs

Securities - Mutual Funds selected by DBS Funds Selection Team

 

How We Manage Risks

As we build your portfolio, we keep a close eye on risks. We monitor and manage risk exposure in:

  • Asset allocation
  • Regional exposure
  • Sector exposure
  • Liquidity
  • Currency risk
  • Counterparty risk
  • Concentration risk
Macro and Portfolio View of Risks
 

Portfolios Available

There is a DPM mandate to suit your specific needs. You can build a global core portfolio, design a bespoke portfolio centred on your goals, or create one to complement your existing portfolio.

Best-in-class Investment Ideas and Instruments

Convenience and Simplicity at Your Fingertips

 

How to Apply

Contact us or your Relationship Manager for more information.

Thank you. Your feedback will help us serve you better.

Was this information useful?

That's great to hear. Anything you'd like to add?
We're sorry to hear that. How can we do better?
Enter only letters, numbers or @!$-(),.