Bespoke Portfolio Management Services
Are you looking for a portfolio management approach adaptable to your level of involvement in managing your investments? With BNP Paribas Wealth Management Asia, you can choose how much you would like to delegate the management of your investment portfolio.
With our extensive experience in managing investments across Asia, and local knowledge and market insights from our investment services teams in Hong Kong, Singapore, India and Taiwan, your portfolio is in good hands.
Explore Our Portfolio Management Solutions
Whether you wish to manage your assets yourself, as you are already well-informed on market trends, ; do it in collaboration with our specialists, ; or just eliminate the day-to-day hassle of to delegate your portfolio management to us:, we can provide you with the solution most adapted to your needs, and expectations.
BNP Paribas Wealth Management has provides three different portfolio management solutions at your disposal: allowing you to optimize your investment portfolio in line with your preferences and personal situation.
Discover our range of portfolio management services.
- Discretionary Portfolio Management (DPM) allows you to delegate the management of your portfolio to our experienced investment management teams. You also get to access to our innovative DPM app, an interactive platform specially designed to match your investments to your risk profile and financial goals.
- Advisory Services bring in our specialists who will communicate with you to understand your investment goals, provide tailored recommendations on capital market investing to help you achieve them, will supply you with our specialists’ recommendations for investing in the capital markets, afford you assistance in the management of your investment portfolio and provide careful monitoring of your positions.
- Execution Services conveniently provide you with direct access to our trading desk.
Evolving financial markets are complex and require considerable involvement and analysis. Similarly, the opportunities and risks inherent to investments require constant attention. And yet, your time is precious.
When you choose to use our Discretionary Portfolio Management services, you delegate the analysis, selection of the best investments and constant monitoring of your portfolio to our team of portfolio managers, who leverage not only their own experience and savoir-faire in portfolio optimization but also the expertise of numerous financial specialists (in investment strategy, asset allocation, etc.).
To make the most of every investment opportunity, we implement active management to respond to market changes and to meet your investment objectives and fulfil your wishes in terms of return and risk.
We offer you a global service and tailored assistance through our wide range of asset allocation solutions, thematic mandates and our bespoke portfolio management services, providing you with a whole spectrum of investment styles suitable for your investor profile.
You want to play a key role in managing your assets but would like investment specialists to actively monitoring of your positions and provide advice from our specialists?
With our Advisory Services, you maintain a privileged relationship with your Private Banker, who takes a hand in managing your portfolio and guides you in your decision-making by providing you with key market information provided by:
- A team of buy-side analysts who provide detailed sector analysis, and investment and stock trading lists of stock;
- An Advisory Desk team which, after a thorough screening process, provides a list of the best picks, investment opportunities and arbitrages as well as recommendation updates;
- A local trading desk providing efficient execution on all instruments.
Our Advisory Desk Service offers you solutions that vary according to your desired degree of involvement in your investment portfolio.
No matter what you choose, you will benefit from our proprietary portfolio construction method as well as a regular and personalized review of your wealth situation, while at the same time always remaining abreast of market opportunities.
Are you well-informed, do you wish to manage your portfolio and financial assets yourself? We can organize direct access to our trading desk for you. Banking with BNP Paribas Wealth Management will offer you a privileged access to our portfolio construction recommendations. We will take care of all the administrative aspects for you, such as order execution, reporting and more.
Our Execution Services provide you with dedicated, experienced staff who will facilitate your access to international coverage of equities, bonds, derivatives, forex and precious metal markets.
This information is for your reference only. It is not an offer or solicitation for the purchase or sale of any financial instrument, investment product or service. No representation or warranty or recommendation, express or implied, is made or given with respect to the information, product or services referred to herein and we assume no responsibility or liability for the information contained herein. Subject to local laws and regulations, the services and products mentioned herein may not be available in certain jurisdictions and to certain persons. Please refer to the Legal Mentions in the website for full details.