Potfolio Management Schemes
Discretionary Portfolio Management
- Full authority to manage client portfolios as per pre-defined objectives
- Active allocation based on market conditions and client risk profile
- Execution, monitoring, and rebalancing without client intervention
Non-Discretionary Portfolio Management
- Advisory-based management where decisions are implemented with client consent
- Recommendations aligned with client objectives and approval workflow
- Ideal for informed investors preferring final control
Advisory Portfolio Management
- Portfolio construction and restructuring advice
- No execution - pure advisory for execution by the client's broker or custodian
- Periodic performance and risk analysis with rebalancing suggestions
Customized Portfolio Structuring
- Bespoke portfolios for HNIs, UHNIs, and family offices
- Alignment with unique goals such as estate planning, business liquidity, or philanthropy
- Strategic allocation across equities, debt, alternatives, and structured products
Asset Allocation Strategies
- Strategic and tactical asset allocation
- Goal-based allocation modelling (e.g. retirement, child education, succession)
- Dynamic rebalancing for market and economic shifts
Thematic and Sectoral Portfolios
- Focused investments in specific sectors or macro themes
- ESG-focused or Sharia-compliant portfolio solutions (if applicable)
- Tactical thematic opportunities (e.g. EVs, digital transformation, decarbonisation)
Performance Monitoring & Reporting
- Periodic performance reports with benchmarks and risk-adjusted returns
- Portfolio analytics dashboards
- Tax-efficient reporting for compliance and filing
Risk Management & Portfolio Review
- Risk profiling and periodic reviews
- Stress testing and scenario analysis
- Concentration, liquidity, and volatility assessments
Alternative Investments Portfolio
- Integration of AIFs, private equity, real estate funds, and structured notes
- Diversification beyond traditional asset classes
- Due diligence and selection of alternatives
Succession & Estate Planning Integration
- Aligning portfolios with succession goals
- Structuring ownership to optimise wealth transfer
- Working alongside legal and tax advisors for estate structuring
Regular Client Reviews & Strategic Meetings
- Periodic review meetings for performance and strategy re-alignment
- Strategy notes and market outlook discussions
- Continuous client education and updates
Cash Flow & Liquidity Management
- Aligning investments with short-term and long-term liquidity needs
- Laddering strategies for debt investments
- Contingency fund planning within portfolio structures