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Financial
Services

Managed Accounts

Managed Accounts are individual accounts where each client places funds with our fund managers to be actively managed on a discretionary basis.

The fund manager helps you take control of your investments and grow your wealth consistently over the long-term. Our fund managers offer a range of managed account services to meet your individual investment needs and objectives, taking into account your risk profile and time horizon.


Benefits 

  • Access to professional investment expertise to keep your portfolio objectives on track

  • Get timely reporting through online access and monthly statements

  • Tailor your portfolio to match the risk-return profile of each individual investor

  • Actively manage your portfolio to keep up with changing market conditions


Fund Managers

Online Stock and Share Trading-POEMS

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