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Services We Offer
We provide two types of service to our clients: Discretionary Wealth Management or Advisory & Monitoring Services
Discretionary Wealth Management
Clients mandate us to manage a portion of their overall wealth on an ongoing basis. Under this type of mandate, we take full advantage of investment opportunities as and when they arise and invest accordingly.
Advisory & Monitoring Services
Clients can leverage on our experience to advise them on asset allocation, investment strategies and investment timing. For those who do not wish to change their existing service providers but seek reassurance on the performance of their bank and/or fund manager, we can provide such a service.
SAMCO provides this service to a high standard and reports regularly to the client on such areas as:
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Compliance of the fund manager with the terms of its management agreement |
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Whether the manager’s fees and charges are in line with market rates |
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A detailed analysis and commentary on the composition and evolution of the client’s portfolio |
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