Investment Portfolio Advisory
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CCB Singapore Private Banking Centre provides exclusive portfolio advisory services to our clients. An open product platform covering a variety of asset classes and product types is created and bespoke portfolios are formulated based on an in-depth understanding of clients’ investment needs and preferences. A professional and rigorous framework is used to track and adjust asset allocation within portfolios to ensure prudent risk management. Our team of experienced Investment Advisors and Relationship Managers offers tailored market analysis on macroeconomic, market segment trends and performance of major asset classes in periodic portfolio reviews while providing ongoing advice for clients’ wealth preservation and growth.