Portfolio management services Singapore

About Portfolio management services Singapore

Do you want a portfolio management approach tailored to your needs managing your investments? You can choose how much to delegate investment portfolio management to Singapore Expat Advisory.

We can provide you with the best solution for your needs and expectations, whether you want to manage your assets yourself if you know about market trends, work with our specialists, or reduce the day-to-day hassle of delegating your portfolio management to us.

Singapore Expat Advisory offers three portfolio management solutions to help you optimize your investment portfolio based on your preferences and specific situation.

Portfolio management services Singapore Singapore Expat Advisory

A way to manage your assets

Our focus is simple: to understand your goals for your family, business, and retirement, and then develop a custom investment plan to help you achieve those goals and leave a legacy. We’re in it for the long haul, making your money work for you and giving you peace of mind.

Your portfolio will be managed on an individual basis. You will also get access to our portfolio managers and their market and investing strategy insights. Enjoy peace of mind by entrusting us with the administration of your portfolio. We review and rebalance portfolios regularly to ensure that they are constantly in line with your financial goals.

Contact us to discuss your preferred portfolio management strategy or to learn more about our additional wealth management services.

Learn more about our range of portfolio management services.

Discretionary Portfolio Management (DPM)

Discretionary Portfolio Management (DPM) lets you delegate portfolio management to our expert investment management teams, who will match your investments to your risk profile and financial goals.

Co-Advisory Services

Contractual Advisory Services provide a personalized advice experience to our clients. You are an active investor who wants to be involved in managing your assets. You know that market complexity requires regular monitoring and discipline in your investment strategy. Since your investment goals and preferences are unique, you will benefit from our active asset allocation approach, high-conviction investment ideas, regular risk monitoring, and comprehensive portfolio review.

Execution Services

Execution Services give you simple direct access to our trading desk. Our Execution Services offer specialized, experienced staff who will assist you in gaining admission to international coverage of equities, forex, bonds, derivatives, and precious metal markets.