Non-Discretionary Portfolio Management
The main solution that is offered to our private clients is Non-Discretionary Portfolio Management. Non-Discretionary Portfolio Management is the optimal management style for those who like to have an expert direct their portfolio, yet want to have the final say whether or not a particular investment decision is executed. The process begins with the assignment of an advisor, whose first step is to establish any and all factors pertaining to your personal goals.
These factors include, but are not limited to, Religious or Ethical requirements, Risk Tolerance, Income and Expenditure levels, Taxation Liabilities, ROI Expectations and Time frames. Once the parameters of the portfolio are determined, the advisor begins to conceptualise a blueprint for the client, which can evolve over time to match the developing needs of the individual or business.

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Contact

If you have any queries, feel free to contact us at International Commerce Centre
1 Austin Road W
West Kowloon
Hong Kong Phone: +852 5808 4375
Fax: +852 3014 9051 Email: info@tunstall-group.com

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