Malaysian Investment Unit Trust Wrap Accounts
My goal; growing my wealth
We provide tailored investment solutions for Malaysians.
Helping you achieve your financial goal
We know you want to see your wealth grow. However, sourcing an investment solution that balances risk and reward while being aligned with your values and financial objectives can be difficult.
How we would help you
We listen.
We listen to understand your individual circumstances and investment goals.
We accurately gauge your appetite for risk.
We use a market-leading, independent risk analysis tool to accurately gauge your appetite for risk.
We source the right investment solution for you.
In consideration of your circumstances, we present an investment solution tailored to fit you.
We review your solution in partnership with you.
All investments come with associated risks. As a part of our review process, we seek to make those risks clear.
We deliver.
All investments come with associated risks. As a part of our review process, we seek to make those risks clear.
We monitor and adapt.
We would work in partnership with you to monitor your investments, with a view to adjusting our strategy when new opportunities arise.
Let us help you grow your wealth.
Speak to our Private Wealth ManagersBenefits of a Malaysian Investment Unit Trust Wrap Account
Currency stability.
Malaysian Investment Unit Trust wrap accounts allow you to invest in Malaysian Ringgit (MYR).
Secure.
All investments are managed in compliance with the Securities Commission Malaysia guidelines, ensuring transparency and investor protection.
Diversified.
We seek to adequately diversify your wrap account portfolio by spreading investments across asset classes, sectors and geographies to protect your wealth from market fluctuations.
Flexible.
The accessible and flexible nature of wrap accounts means your portfolio can be readily adapted to meet your changing needs.
Let us help you grow your wealth.
Speak to our Private Wealth ManagersBenefits of working with us
We are proactive.
We continue to actively engage the market for new and innovative investment opportunities, bringing forward fresh ideas to keep your portfolio aligned with market trends.
We are professional.
Our dedicated Private Wealth Managers, licensed by the Securities Commission Malaysia, have extensive knowledge and experience in managing diverse investment portfolios within the Malaysian regulatory framework.
We are transparent.
We provide regular, detailed communications on your investment performance, ensuring you are always informed. And, as all investments come with associated risks, we seek to make those risks clear.
We offer specialist investment solutions.
If you already have existing investments or assets, we can incorporate these as a part of a wider wealth management strategy.
Frequently Asked Questions
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