CTBC Private Banking clients can depend upon a truly independent investment and research team with proven expertise and solid track records. Products are sourced from a wide range of best-of-breed providers which are delivered through an open-architecture platform. This enables us to offer our clients tailor-made products and solutions based upon our own views and recommendations.

List of Investment Products

Equities

Our in-house research is based on a bottom-up approach. Stocks are selected at a company, sector, industry and country level. These selections are carefully made to match with our strategic and tactical investment advice and target liquid markets.

Our Global Investment Committee complements this selection process with a top-down approach to ensure that our house views are congruent and appropriate to match the different investment objectives and risk profiles of our clients.

Fixed Income

Fixed Income returns often form the bedrock of a longer term investment portfolio. At CTBC Private Banking our highly experienced Fixed Income analysts comb the various bond markets to look for the best relative-value bonds that suit our client’s investment horizon. We match the levels of risk presented in portfolios to individual client risk appetite, and optimize strategies to help our clients reach their investment goals.

Foreign Exchange

Whether it is an overlay strategy, choosing a funding currency or participating in the exciting world of Foreign Exchange trading, our CTBC Private Banking FX experts are on hand to guide our clients backed by deep experience and successful careers in trading.

Successful Foreign Exchange trading requires quick analysis, fast decision making and strong convictions.

Funds

Funds are a key element in our product offering to our valued clients. Our platform is a truly open architecture, and we constantly strive to identify best-in-class funds across all major asset classes and geographical focuses. Our dedicated and experienced funds team conduct stringent screening and in-depth research on fund managers’ investment capabilities which are then expected to be reflected in the funds’ future performance.

For clients who wish to achieve stable long-term investment growth but prefer to spend their time and efforts on managing their own businesses as opposed to monitoring financial markets, we also have the CTBC Model Portfolios solutions which invest in a portfolio of funds in a holistic manner. They are designed to suit clients with differing risk profiles. With the CTBC Model Portfolios, clients are tapping on the best of both worlds as it combines the top down macroeconomic views of our Global Investment Committee and the bottom-up best-in-class fund research by our funds team. The objective is to offer superior forward looking risk-adjusted performance.

Structured Products

Structured Products can be seen as the icing on the cake on any portfolio. From common equity-linked structures, FX & commodities-linked notes to interest rate hedging structures, we are able to marry the expected best returns and strategy with the clients’ investment or hedging criteria.