Advisory services

Our advisory service provides high conviction investment ideas that are designed to benefit from both long-term changes in the market environment, as well as tactical ideas that arise from market gyrations.

Our offering is premised on delivering customised solutions, taking into account your investment objective and risk tolerance. Your dedicated relationship manager will also offer you regular updates on our best investment ideas - after taking into account your needs and requirements. Nonetheless, you will make the final decision yourself.

Our Advisory Services at a glance

Our services include:

  • Fund Selection using our open architecture fund selection platform
  • High conviction ideas encompassing equities, Fixed income, ETFs and funds
  • Hedge Funds
  • Thematic sector ideas
  • Private Equity and Private Debt capabilities
  • Structured Products

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.