Private Wealth Management

Wealth management is the professional management of various assets in order to protect and grow investor�s wealth. According to the trust agreement, the manager looks for the assets on behalf of the investor, while the investor retains ownership rights. Wealth management allows the investor to benefit from delegating sophisticated, time consuming and expensive task of managing one�s assets to a professional manager.

Investment Strategies

Conservative strategy has target return of 5-7% per annum and target asset allocation of 75% invested in fixed income securities and 25% invested in equities.

Balanced strategy has target return of 7-12% per annum and target asset allocation of 50% invested in fixed income securities and 50% invested in equities.

Aggressive strategy has target return of 12-15% per annum and higher, and target asset allocation of 25% invested in fixed income securities and 75% invested in equities.