Discretionary Portfolio Management

Managing Portfolios in a Professional Way

Discretionary Portfolio Management Service

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.

Key Benefits

  • 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.
  • 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 third party custodians, private banks and financial institutions.