Discretionary Mandate

Offering you a bespoke portfolio and more Freedom .

Our discretionary service is designed for those clients who wish to delegate the day-to-day management of their portfolio to CBH Asia. An investment mandate, covering the objectives, risk profile, strategies and time horizon, would be agreed at the outset with the client, and CBH Asia would then implement an investment strategy within the parameters set by the client. CBH covers a wide range of discretionary mandate with various strategies and reference currencies.

Key Benefits for Discretionary Mandate

Peace of Mind

Having implemented a solution, our investment team looks after the client’s assets within the investment mandate.

Diversification

Maintaining a diversified portfolio, to include various global asset classes, with the intention to limit drawdown risk.

Professional

A responsibly designed approach to help investors overcome “greed and fear” and benefit from various market conditions.

Efficiency

Execution with less hassle.