Advisory Portfolio Management

Independence at its Best

Advisory Portfolio Management

Our advisory portfolio management service is designed for clients seeking investment solutions, recommendations or information, as and when required. CBH Asia will arrange transactions on behalf of clients, but will only deal when instructed.

Key Benefits

  • Unbiased Product Selections – Our team has access to products offered by the strongest financial institutions and asset managers for the most suitable investment recommendations.
  • Dedicated Relationship Managers – Our locally based relationship managers will provide tailored advice and services.
  • Preferential Terms – Our clients can benefit from our strong partnerships across the industry, enjoying institutional discounts and lower minimum access to private bank platforms and asset managers.
  • Security – All our clients’ assets are securely held by reliable independent third party custodians, private banks and financial institutions.