We understand that investors may already have their investment portfolios housed with their preferred custodians. Our fund managers would be happy to take on a discretionary mandate to manage the portfolios at the same custodian. In this way, clients can get the benefit of our skills and experience while also not disturbing their current setup. 

This arrangement requires signing of a 3-way agreement between the client, the custodian and us, granting us a non-exclusive discretionary trading mandate on the client account. We have a good working relationship with various custodians in Singapore such as the private banks, major custodial houses, and the large commercial banks who all recognize the professional investment management of our fund managers and are ready to onboard us as discretionary managers of their clients’ accounts.