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Private Fund Management
Every investor has unique financial aspirations. Our Private Fund Management service is designed to provide a dedicated investment management solution tailored to your objectives, investment preferences, and long-term financial goals.
Rather than offering a standard investment product, we provide a personalised investment mandate managed by investment professionals within an agreed investment framework.
Every portfolio is customised to reflect your financial objectives, investment preferences, risk tolerance and liquidity requirements.
Your portfolio is actively managed by experienced investment professionals under a disciplined investment process and governance framework.
Client assets are held separately by an independent custodian, providing independent safekeeping, transparency and operational oversight.
Receive regular portfolio reports together with ongoing reviews to help keep your investment strategy aligned with your objectives.
Five stages
We begin by understanding your financial objectives, investment experience and long-term aspirations.
Together we establish an Investment Policy Statement defining investment objectives, strategic asset allocation, acceptable risk level and liquidity requirements.
Our investment professionals construct a portfolio aligned with the agreed investment framework.
The portfolio is actively monitored and adjusted when appropriate while remaining within the agreed investment mandate.
Regular reporting and portfolio reviews help ensure your investment strategy continues to support your evolving financial goals.
Your financial objectives
Your investment strategy is built around the financial outcomes you want to achieve, ensuring every decision aligns with your long-term objectives.
Define the level of return you aim to achieve, taking into account your financial goals and investment objectives. This serves as a key reference in designing an appropriate investment strategy.
Assess the level of investment risk and portfolio volatility you are comfortable with, helping determine an appropriate balance between investment opportunities and acceptable portfolio risk.
Determine the amount of capital that should remain readily available to support your short- and medium-term financial needs without disrupting your long-term investment strategy.
Establish the intended investment timeframe, allowing the portfolio strategy to be aligned with your financial milestones and long-term objectives.
Incorporate any personal, corporate or regulatory considerations, investment preferences, or portfolio restrictions that should be reflected in the investment mandate.
Investing in debt securities whose issue or issuer is rated investment grade, issued by governments, state enterprises, and corporations, including bonds, bills, and bank deposits, focusing on stability and regular income.
Investing in equity securities of listed companies, focusing on long-term capital growth through share price appreciation and dividends.
Investing in property funds, infrastructure funds, and real estate investment trusts (REITs), focusing on stable income and long-term asset appreciation.
Allocating across multiple asset classes, including fixed income, equity, and alternative assets, to diversify risk and achieve balanced returns.
Investing in foreign markets across a broad range of asset classes, including listed stocks, bonds, ETFs, private equity, private debt, and hedge funds, to diversify beyond domestic markets and capture global opportunities.
Investment decisions are supported by a robust governance framework designed to provide consistency, oversight and prudent risk management.
Private fund for individual clients.
Private fund for organizations, institutions, foundations, cooperatives, and other juristic persons seeking professional investment management.
Minimum investment
THB 10 Million
* Terms and conditions apply as determined by the management company.
We believe enduring investment relationships are built on trust, disciplined portfolio management and a clear understanding of each client’s objectives. Through continuous dialogue and thoughtful portfolio oversight, we seek to support clients as their financial priorities evolve over time.
Mon–Fri 8:30–17:30