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 SAR, China; Singapore; India and Taiwan, China, 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 delegating your portfolio management to us, we can provide you with the solution most adapted to your needs, and expectations.
BNP Paribas Wealth Management provides three different portfolio management solutions at your disposal: allowing you to optimise 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.
- Contractual Advisory Services offers our clients a personalised advisory experience. You are an engaged investor and would like to play an active role in managing your wealth. You know that market complexity requires constant monitoring and discipline in your investment approach. As your investment goals and preferences are unique, you will benefit from our active asset allocation strategy, high conviction investment ideas, regular risk monitoring and holistic portfolio review. Investment recommendations are available on multi channels including via myWealth eBanking on mobile.
- 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.
Our contractual advisory services caters to clients who wish to take an active role in the management and monitoring of their wealth, but with the full support of their relationship manager and our award-winning investment team.
With this personalised advisory service, we would first determine your risk profile, investment objectives and personal goals.
Our team will provide you with a tailored portfolio solution based on the asset allocation strategy of our Chief Investment Officer, high conviction investment ideas from our product specialists as well as our proprietary BNP Paribas Wealth Management Optimisation Engine which would construct and propose an optimal portfolio based on your risk appetite and goals.
Our state-of-the-art optimisation engine takes into account several key elements in the investment process such as asset allocation, top investment picks and the risk of your portfolio. Armed with our experts’ advice, you can remain in charge and can make well-informed decisions along your investment journey.
With this offering, you can receive alerts on price moves, shifts in investment sentiment, access to privileged share classes for your investment in funds as well as information on the state and health of your portfolio.
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.