Discretionary
Discretionary Managed Investments
One of the hardest parts of investing is knowing when and where to invest, and the greatest risk is lack of diversification. Discretionary Management removes these risks by being actively managed and reviewed by our in-house team of financial specialists.
The Platinum Discretionary Managed Service (DMS), available only to ILAS clients, has been developed for clients who recognise the value of placing their investments under an actively managed service. Equally, we understand that clients are demanding a higher and more sophisticated service in today’s advanced investment world.
Diversification based on data
The Portfolio Management team places great emphasis on transparency and having high levels of liquidity within a portfolio at all times. Their investment recommendations, which are taken from the offshore investment universe, are continually monitored and filtered. This ongoing analysis allows them to identify only the best performing funds in their respective asset class, sectors and regions from around the globe.
Risk-graded model portfolios
Constant data analysis allows our team to build a diversified, risk graded range of model portfolios, each with its own inclination towards income or growth. These portfolios set out to mitigate unnecessary currency exposure and to benefit from the social and economic factors that deliver short, medium and long term performance. We feel that in today’s investment climate, adopting a traditionally balanced approach no longer provides the benefits and safety they once did.
Platinum Discretionary Managed Service (DMS)
As a DMS client, you can expect the following benefits:
- Online access to your investment portfolio which is updated on a daily basis.
- Monthly valuations emailed to you.
- Monthly market commentary on current market conditions and market outlook.
- Quarterly reviews, detailing performance of your portfolio for the previous quarter and also since inception.
- Quarterly rebalancing in line with your risk profile and changing market conditions.
- Access to the Portfolio Management team and independent research.
- Investment alerts when holdings deviate significantly up or down from original values.
- Stop loss triggers in the event of increased volatility.
- All administrative services that Platinum provides in the management of your ILAS portfolio.
We acknowledge that each and every one of our clients has individual and specific needs and we cater for the best of their requirements.
Protect Your Savings
In case of a sudden illness or accident, you don’t have to utilise your savings to pay the high price for medical treatment. Surgery and room costs in Hong Kong’s private hospitals can easily reach US$100,000 for major heart disease and cancer. This can be covered by the insurance plan, should you have coverage in place. Your savings should be used for their intended use, such as buying a home, funding your children’s education and retirement.
ANDREW CASE STUDYThe cost of quality healthcare is at a premium. We have close partnerships with market-leading international healthcare insurance companies that offer sustainable products making sure that we can match the required level of cover to your budget.
We don’t charge you for our services, so premiums are the same as going directly to the insurance company. What you get is advice on the plan’s benefits and coverage limits that make sense to you and your financial situation.
Platinum Discretionary Managed Service (DMS)
Request more information on Platinum’s Discretionary Managed Service
