CURATED PORTFOLIOS
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Different solutions for different portfolio needs

Curated Portfolios allow the mass affluent and retail investors access to “private banking” institutional investment solutions involving asset allocation, active fund selection, portfolio monitoring and rebalancing, which are previously available only to high-net-worth clients. The team consists of investment professionals involved in constructing risk-based portfolios and conducting mutual fund and exchange-traded fund research and selection.

Capabilities

Investment advisory
Investment advisory

Identify gaps in your existing product line-up/investment portfolio and curate a suitable non-discretionary model portfolio solution:

  • Strategy creation
  • Asset allocation
  • Funds selection
  • Model portfolio
  • Performance monitoring
  • Periodic rebalancing
  • Sales & marketing support
Investment management
Investment management

End-to-end solution where we execute and manage a portfolio for you on a discretionary basis:

  • Strategy creation
  • Asset allocation
  • Funds selection
  • Portfolio execution
  • Performance monitoring & rebalancing
  • Sales & marketing support
Fund manager due diligence and OCIO
Fund manager due diligence and OCIO

Gatekeeper of external funds and Outsourced Chief Investment Officer (OCIO) services :

  • Conducting due diligence and applying a systematic assessment process for fund and fund manager selection.
  • OCIO improves your governance process on investment management functions whilst providing daily oversight on investments.
Featured funds
LionGlobal Dynamic Growth: Asian Perspective
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Lion-OCBC Global Core Fund (Moderate)
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Lion-OCBC Global Core Fund (Growth)
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Get in Touch
Let us know if you would like further information about our funds and investment solutions.