Discretionary Investment Management

For the most part, “HNIs” or high net worth individuals are much too busy engaged in the activities that actually make them high net worth individuals to devote time to the management of a portfolio of investments.

Put simply, they know that in order to make an investment portfolio consistently profitable, one must have the necessary skills and knowledge. This doesn’t mean they lack the intelligence or the aptitude; they just lack the time and are smart enough to call in professional like Sino Link Japan.

All said, profitably managing investment portfolio, particularly in the current climate, is a tall order, even for some of the professionals. That’s why more than half of our clients prefer to delegate the day-to-day management of their portfolios to Sino Link Japan.

Upon opting for this service, clients work in tandem with their Sino Link Japan investment advisor to agree on the most suitable type of assets with which to construct their bespoke portfolio. This portfolio will be designed to reflect your personal attitude towards risk, ethical investing and any other provisos you would like considered.

 

Adaptability

Contrary to the notion of discretionary investment management being suitable only for clients with large sums over $500,000 to invest, this service is not limited to nor specifically aimed at the investor with particularly deep pockets. Our service is designed and structured for adaptability; it’s equally suitable for investors who might not meet the typical $100,000 equivalent threshold that most investment managers offering discretionary services seem to insist upon.

 

Growth or Income

For investment management purposes, Sino Link Japan separates our clients’ discretionary investment portfolios into two distinctive groups, Capital Growth and Yield. These group names reflect the bias of the investment focus adopted by the portfolio managers. Portfolios falling within the Capital Growth group will have a distinct bias towards accumulating wealth. The portfolio managers will seek to invest in assets that can deliver significant growth over the investment time horizon determined by client and the investment adviser at the outset. These will include small and mid-cap equities both in the developed economies and in the emerging markets, mutual fund/ETF stocks with exposure to commodities, hedge funds/fund of funds and special situations.

The Yield group focuses on achieving stable, generous income from accumulated wealth. Portfolios suited to this group will usually be owned by individuals nearing retirement. The portfolio managers will have a leaning toward blue-chip defensive stocks and short-term corporate and treasury debt that will perform consistently will little volatility and, consequently, much-reduced risk.

Once management of the client portfolio begins, your assigned investment advisor will liaise with our investment teams on a regular basis (usually monthly) to ensure the portfolio remains on track to achieve its objectives.

 

Benefits at a glance

  • Your portfolio is diligently administered by a highly-qualified portfolio manager.
  • The portfolio is managed in keeping with the risk profile agreed with your investment counselor.
  • The portfolio can be tailored to avoid sectors or assets you prefer not to invest in for ethical reasons; armaments, tobacco, pork products for example.
  • Investments are always made at the most opportune times since there is minimal delay between identification of an opportunity and actual execution.
  • Full performance evaluation at twice-yearly reviews or at intervals more convenient to you.
  • Clients can access composition, allocation and overall/itemized valuations of holdings online using dedicated client web access portal.
  • Unfettered access to their portfolio manager.
  • Assets are held in nominee accounts offering unrivalled security.

 

 

Advisory Management

If you have experience with financial markets and/or an understanding of investing, you may be well served by our Advisory Management Service. This service affords you a more active, hands-on involvement with the management of your portfolio while giving you the flexibility and freedom to incorporate your own investment ideas, making the portfolio that much more bespoke.

As with the Discretionary Investment Management service, your funds are still deposited with us but you have the ultimate authority on whether or not we buy, sell or hold an asset in your portfolio. If we wish to purchase or dispose of an asset in your portfolio, we must obtain your permission before execution.

This services encourages you to avail yourself of the highly-relevant input of our investment professionals before making a decision. You’ll find that we are indeed a powerful ally when it comes to investing.

You’ll benefit from professional, efficient service and highly-transparent processes which ensure that you know exactly where your money is and what it’s doing for you.

 

Benefits at a glance

  • You benefit from access to carefully-selected recommendations and keep ultimate deciding authority.
  • You can call upon the expertise of our investment professionals as a “second opinion” on investment opportunities you source yourself.
  • You are kept fully informed of the portfolio’s performance on a monthly basis.
  • Your portfolio is managed by a qualified member of the Sino Link Japan portfolio management team.
  • You have direct access to the investment counselor and can discuss any portfolio-related matters with him/her.
  • Clients can access composition, allocation and overall/itemized valuations of holdings online using dedicated client web access portal.
  • Assets are held in nominee accounts offering unrivalled security.

Whether you choose to become a Discretionary or Advisory client, the goals remain identical; making investment simpler and more profitable for you.