[Galaxy Asset Management] Discretionary Account Management

出自: Galaxy Asset Management  2010/06/08
關鍵字 Management Company, Financial Advisor, Investment Trusts

[Galaxy Asset Management] -  In Discretionary Account Management we open accounts with a trustee or prime broker in the client’s name and then manage the account based on the mandate. The investment guidelines of the account are laid down according to the client’s investment objective and risk appetite and are reviewed on a periodic basis. This type of arrangement gives the client the ability to have a bespoke investment portfolio that he sees appropriate, while leaving the day-to-day management of the account to Galaxy’s professionals. Currently, we are managing a number of discretionary accounts with a focus on different investment products, including Chinese stocks, pan-Asian stocks, futures and options and corporate bonds. 

關鍵字 Financial Advisor, Galaxy Asset Management, Investment Philosophy, Investment Trusts, Management Company,