PORTFOLIO MANAGEMENT WITH ACCOUNT AT CUSTODIAN BANK


  • This service is designed for: institutional investors and individuals with large amounts of unemployed capital and medium to long term investment horizon. Under portfolio management with account at custodian bank, investor’s assets will be stored at the custodian bank. IPAAM will act on behalf of the investor investing in the financial market.
  • Investor’s account will be managed separately: investors' accounts are managed independently from those of fund management companies and other investors.
  • Customized portfolio for each customer: IPAAM will build an individual portfolio for each investor depending on the investor's time horizon, risk tolerance and investor specific requirements.
    Growth portfolio
    Balance portfolio
    Fixed income portfolio