With the latest market views and global investment solutions
SCB Julius Baer has brought Thai High Net Worth Individuals (HNWIs) a step closer to the complete wealth management experience with its first Advisory Series.
Over 200 private investors were invited to join SCB Julius Baer’s inaugural Advisory Series event.
The Advisory Series session was led by speakers from the Investment Management and Investment Advisory team, discussing fourth quarter market views, key recommendations and introductions to Discretionary Portfolio Solutions, Structured Products, and Non-Traditional Opportunities (NTOs) in Private Equity and Real Estate.
Responding to the rapidly evolving wealth management landscape, SCB Julius Baer’s universe of investment offerings combined with a team with global investment advisory expertise located in Bangkok provides Thai clients a unique, best-in-class, holistic wealth management service tailored to their individual needs.
“When it comes to managing wealth, we understand that clients have expectations. Our approach is based on three fundamental principles: we understand you expect to protect and or grow your money, you don’t want to worry about your money, and you want to make informed decisions,” said Adrian Mazenauer, Head of Wealth Management.
“Our priority is to bring our clients the latest insights and investment opportunities, on top of providing solutions based on individual needs. We are committed to understanding your intentions and goals, in order to create and deliver an investment strategy that works for you,” he added.
Fourth quarter market views included discussions about the global economy and markets, addressed global recessionary concerns, and provided analysis of secular trends and sectoral views. Solutions shared ranged from standard Discretionary Portfolio Mandates (DPMs) to opportunistic Structured Products and an exclusive Private Equity offering.
To build a portfolio’s foundation that meets one’s long-term investment strategy, SCB Julius Baer offers 23 standard Discretionary Portfolio Mandates (DPMs) and provides customisable strategies, allowing clients to benefit from Julius Baer’s investment expertise and delegate day-to-day portfolio monitoring, optimisation, and investment decision making.
For active implementation of market views and to manage investment needs, Structured Products provide a variety of customisable solutions. Providing full flexibility and control, Structured Products can be designed to include features and return payoffs, be it for the purpose of protecting principal, seeking market exposure, mitigating downside risk, or enhancing returns.
Looking beyond public markets, Non-Traditional Opportunities (NTOs) are seen to play an increasingly strategic role in improving portfolios’ long-term risk-return. Investments in physical real estate and investing in private companies are key to enhancing diversification and capturing alternative sources of returns. SCB Julius Baer offers access to a range of NTOs and renowned managers to clients who are committed to longer-term opportunities.
Combining an extensive shelf of over 49,000 products and advisory expertise, SCB Julius Baer focuses on guiding clients to achieve their wealth management goals, diversifying their investments, and identifying opportunities.
For more information about SCB Julius Baer, please visit www.scbjuliusbaer.com.