Discretionary Portfolio Management Services
Allow you to entrust management of your assets within the relevant Investment Linked Assurance Schemes or nominee account to us and enjoy access to a diverse and innovative array of investment formulas.
Who Need DPMS?
You can simply select your targeted return, risk level and pay an annual service fee, you will be able to sit back and focus on your own businesses.
Further information on discretionary service:
- ILAS DPMS Brochure
- Fact Sheet of Investment Style S1 Dynamic Evergreen
- Fact Sheet of Investment Style S2 Dynamic Growth
- Fact Sheet of Investment Style S3 DPMS x
- Fact Sheet of Investment Style S4 Global Opportunities
- Fact Sheet of Investment Style S5 DPMS+
Adopting a proven investment approach and fund selection system, our portfolio managers make sure the investments of clients are strategically diversified across asset classes, geographic regions and industry sectors.