Noble Apex offers personalized treatment, easy access to professional asset management, diversification across asset classes and markets, thorough fund manager evaluation, ongoing performance monitoring and regular reporting to you. Our consultants will evaluate your investment needs and objectives, risk tolerance level and return expectation. We will then construct the optimal portfolio that meets your distinctive circumstances.
Wide Spectrum of Investment Vehicles
Unit trusts and mutual funds
International stocks
Investment grade government and corporate bonds
Currency deposits
Futures and options
Professional Expertise
Experienced and academically strong investment professionals
Employ Modern Portfolio Theory in constructing and managing portfolios
Personnel includes MBA’s, chartered accountants and CFA holder
Personalized Service
Designated portfolio manager to take care of your account and investment
Tailor-designed portfolio commensurate with your investment profile and needs
Timely reports and regular meetings
Cost Efficiency
Up to 4% discounts on fund investments
Enjoy institutional investors' transaction costs
Competitive and affordable management fee
Simple Administration
Comprehensive Monthly Transaction Statements
Monthly Portfolio Valuation Statements
Minimal paperwork if client uses nominee or trustee service
Security
All investments are properly registered
Liquidity
The client can cash in whole or part of the investment within one or two week's time.
For more information about Portfolio Management Services, please contact us.
