Account Management

ADVISORY INVESTMENT MANAGEMENT
Shinwa Investment Group Management Advisory Investment Management service extends full portfolio management features and advantages as well as a range of other facilities to clients who prefer to be briefed on investment decisions before execution. As with our Discretionary service, we set down parameters and risk tolerances in stone after discussions with you.

The main difference compared to our Discretionary service is that decisions or recommendations made within these parameters must have your authorization for our portfolio managers to act. You benefit from the same high-grade research, the unwavering attention to detail and the regular performance reviews.

DISCRETIONARY PORTFOLIO MANAGEMENT
Shinwa Investment Group Management Discretionary Portfolio Management Service provides you with agile, responsive, professional portfolio management delivered by a professional portfolio manager. The increasing complexity of contemporary financial markets demands highly focused and targeted expertise to generate the returns our valued clients expect.

Your dedicated portfolio manager closely monitors your portfolio thus ensuring that its components – the assets like stock and bonds – continue to perform in line with expectations and that the portfolio itself remains representative of the risk tolerances agreed with Shinwa Investment Group Management at the outset.

The main advantage of Discretionary Portfolio Management is the flexibility and speed with which your portfolio manager can act on opportunities on your behalf. They can acquire a stock, a fixed income product or a commodity at a price without first having to consult you and obtain your permission. This could mean the difference between acquiring an asset at a favorable price and missing out while your authorization is sought.

Of course, it is high-grade that we act within risk guidelines established at the outset so that we don’t invest in assets that would increase your exposure to unacceptable levels of risk. For example, If you were extremely averse to risk, we would be obliged to avoid purchasing anything but very safe fixed income products like sovereign bonds or high-grade corporate debt.

Once the Discretionary portfolio is created, Shinwa Investment Group Management handles all the documentation and furnishes you with comprehensive records detailing the terms of the arrangement and our mandate. Naturally, you will be apprised of your portfolio’s performance via regular reviews and evaluations. You will also be able to access your portfolio online through a secure portal accessible through our website.