Advisory

CTBC Private Bank employs a vigorous end to end investment process. From top-down macro driven strategy to bottom-up sector and security analysis, our researchers and analysts are constantly assessing the right mix of asset allocations and product mixes and securities for our clients. This is an on-going strategic and tactical process with enough flexibility to develop first class advisory output. The absence of typical larger institution’s conflicts of interest allows us to build on best advice, to place in of breed and best in class products at our clients finger tips. We are portfolio driven and seek to avoid product push in favour of investment pull. On a regular basis we review our advice and our client holdings to make adjustments to our views and holdings as the investment landscape develops.

Discretionary

CTBC Private Bank applies the same diligent processes and procedures developed specifically and especially for our successful advisory business to carefully package the results into a unique discretionary output. Clients can choose between a range of balanced CTBC managed funds, taking advantage of the risk appropriate portfolios to suit their goals. All of our portfolio funds have a single purpose, which is to target the highest return per unit of investment risk that we are capable of delivering. You chose the risk, and we do the rest. We also have the ability to deliver bespoke solutions to meet client directed demand. These would be separately managed according to your express wishes. We deliver first class solutions, without the hype.