If you are an offshore expatriate private investor who does not reside in Thailand with diverse holdings, you may or may not have time to manage your individual portfolio effectively. Broadgate Financial offer a Discretionary Portfolio Management Service which offers:

• Expert guidance on asset allocation
• Constant monitoring of financial markets
• Speedy response to opportunities and downturns
• Regular updates and reports

At the heart of our service are our in-house Strategy Panel, and your individual Portfolio Manager.

In-House Strategy Panel

Our in-house strategy panel is made up of senior analysts from our various divisions, experienced professionals in Commodities, Banking, Currencies, Emerging Markets and Insurance. The panel meets regularly to discuss prevailing market conditions, opportunities, downside risk and medium to long term market trends. All our Portfolio Managers receive regular updates from the panel.

Portfolio Manager

Each client is assigned a portfolio manager whose role is to understand your personal circumstances, to ensure that your assets are suitably structured and invested in accordance with your specific objectives and risk profile and to keep you regularly updated on the performance of your investments.

Asset Allocation Strategy

Our objective is to achieve the optimum level of return for whatever level of risk is acceptable to you. We agree with you an asset allocation strategy with an appropriate level of exposure to the various asset classes. The strategy will take into account such factors as:

• Investment preferences
• Attitude to risk
• Income objectives
• Liabilities

Your asset allocation is regularly monitored and adjusted in accordance with current market conditions. Any changes to underlying asset holdings are based on decisions made by your Portfolio Manager, taking into account the current view of Broadgate’s in-house Strategy Panel, and your specific objectives.

Your Portfolio Manager will report to you on a regular basis.