MANAGEMENT MANDATES



Asset allocation mandates - At Asia Pacific Brokerage Services Limited, we offer asset allocation mandates that allow you to combine your choice of individual securities and funds with a core portfolio based on our asset allocation funds. You can give your total portfolio an additional sector or regional orientation, or simply select some of your preferred securities.
FAMILY BUSINESS EXPERTISE



A family company with experience dedicated to your business and philanthropic projects. Whatever the stage of your company's development, we can offer personalized solutions for:
- Wealth management (financial, industrial, non-deposited assets) with the aim of preserving capital
- Legal and tax optimization
PLANNING FOR TOMORROW



We are naturally well placed to advise you on planning and succession.
Estate planning - Because lasting personal wealth requires long-term planning, we offer more than just asset management expertise.

Area of Expertise

At the heart of Asia Pacific Brokerage Services Limited’s investment philosophy is the capital cycle approach to investment.  It is based on the idea that the prospect of high returns will attract excessive capital (and hence competition), and vice versa.  In addition, an assessment of how management responds to the forces of the capital cycle and how they are incentivized are critical to the investment outcome.

The investment philosophy guides a focused team of individually accountable investment generalists who seek investment opportunities across the style and capitalization spectrum. 

Management mandates
Asset allocation mandates - At Asia Pacific Brokerage Services Limited, we offer asset allocation mandates that allow you to combine your choice of individual securities and funds with a core portfolio based on our asset allocation funds. You can give your total portfolio an additional sector or regional orientation, or simply select some of your preferred securities.
Asset allocation funds - Asia Pacific Brokerage Services Limited’s asset allocation funds offer you a transparent, tax-efficient and cost-effective investment solution. These funds are available in three distinct risk/return profiles (Growth, Balanced and Conservative). They give you efficient access to robust and sophisticated investment tools usually available only to large investors.
Hong Kong Mandates - As a Hong Kong resident, you will be interested in a portfolio that is primarily invested in Hong Kong securities from our high-conviction list. In addition, we carefully select funds, whether managed by Asia Pacific Brokerage Services Limited or by other investment managers, to gain exposure to specific themes, such as emerging markets.
Discretionary Mandates - Asia Pacific Brokerage Services Limited offers discretionary mandates that provide you with a strong investment framework based on your risk / return profile (Growth, Balanced, or Conservative) and preferred currency. Your private banker helps you to define which profile best matches your specific views and objectives, together with our teams of financial planning and investment specialists.
Tailored Mandates - If you want to choose your specific investment parameters, you will be interested in our tailored mandates. Your private banker helps you to translate your specific views and objectives into an optimal portfolio, together with our teams of financial planning and investment specialists.
You may select or avoid specific securities, funds, sectors, currencies, geographies and asset classes. Your portfolio is invested in individual securities from our high-conviction list, as well as the best available funds, whether managed by Asia Pacific Brokerage Services Limited or by other investment managers. This sophisticated investment solution is completely flexible and transparent.
Specialized Mandates - At Asia Pacific Brokerage Services Limited, we manage mandates comprising single asset classes (bonds, equities or hedge funds) or asymmetric profiles that combine capital preservation with more tactical opportunities. Like all portfolios we build for you, they are tailored to your risk profile, your financial objectives and your personal circumstances.

Family business expertise
A family company with experience dedicated to your business and philanthropic projects.
Whatever the stage of your company’s development, we can offer personalized solutions for:
• Wealth management (financial, industrial, non-deposited assets) with the aim of preserving capital
• Legal and tax optimization
• Governance, so that you can plan a smooth succession within your family

Our solutions are based on our sound expertise in financial analysis and backed by investment and risk strategies tailored to each individual circumstance.
Additionally, the vast network of international relations that we have set up over the years gives us added value in the field of private equity. Our privileged links with company owners, their executives, and private equity fund managers provide you with direct access to this sophisticated investment class. Thanks to this network, we can help you to meet the following challenges:
• Succession
• Capital raising to finance expansion
• Business restructuring (partial or total sale)

Financial research
The primary objective of our equity analysts is to provide our asset managers with a list of recommendations in order to enhance the performance and diversity of our clients’ portfolios.
The predefined investment universe comprises around 650 companies in Asia and around the world. The analysis takes into account both financial and extra-financial criteria. From the financial standpoint we first focus on fundamentals (investment themes, company attributes) and then consider valuation and momentum indicators. The extra-financial analysis is based on three pillars: the environment, social responsibility, and corporate governance.
The team’s recommendations, which are used by both our asset managers and investment advisors, are presented in financial publications that are regularly sent to clients upon request.

Socially responsible investment
As our financial research department has long recognized the growing influence of intangible factors, such as companies’ innovative capabilities and environmental practices on stock performances, it takes the issue of sustainable development into account in its investment process.
Asia Pacific Brokerage Services Limited has its own evaluation methodology called the three-pillar approach: a common analysis matrix covering environmental, social, and governance risks. This new standard is based on a wide range of criteria including eco-efficiency, product quality, training, directors’ independence and their compensation, and is applied systematically across the entire universe of stocks that we track.
Our experts are committed to offering you various products and services that combine performance and responsibility:
• Mutual funds, a "basket" dedicated to renewable energy, customized SRI mandates
• Selection of companies using the best environmental and social practices
• Help in exercising voting rights

Planning for tomorrow
We are naturally well placed to advise you on planning and succession.
Estate planning - Because lasting personal wealth requires long-term planning, we offer more than just asset management expertise.
Following an in-depth analysis of your overall personal situation, our financial planning specialists and your asset manager will provide advice and solutions tailored to your specific requirements, including:
• Structuring your assets, whether they are financial investments, real estate, business assets, or art, for example, by creating an appropriate legal entity
• Ensuring that your asset management instruments are appropriate to your short-, medium- or long-term objectives

Your objectives - To achieve your wealth planning objectives, our in-house team of experts provides guidance and support. They can offer a wide range of services, including: personal and pension planning, legal counsel, tax efficient portfolio management, family business services and philanthropic advice.

Everything we do is designed to meet three goals:

• Generate an income to support your personal lifestyle, as well as your family, business and retirement needs.
• Help you pass on wealth across generations in the most secure and efficient way.
• Fund your personal ambitions: from creating personal legacies to supporting society as a whole.