Discretionary Portfolio Management Service

Discretionary Portfolio Management Service (DPMS) is a unique service provided by our Group company, Convoy Asset Management Limited (CAM). It allows you to authorize the dedicated Portfolio Manager to manage your fund evolutionarily (either in your Nominee Account or in your selected Investment-Limited Assurance Schemes(ILAS) plans). Such full discretionary approach means that the Portfolio Manager can respond to opportunities and risks quickly.

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You can simply select your targeted return and risk level and pay an annual service fee, you will be able to sit back and focus on your own businesses without worry to timely react to market vitalizes yourself.

With our sophisticated systems and operational troop, you are together with many investors (AUM >USD200Mil) to experience a transparent and fast update of your asset and wealth growing performance.

Benefit at a glance

  • Professional Services – Managed by portfolio managers and investment teams with extensive knowledge, skills,experience and resources, who will make efficient investment decisions for you based on forward-looking market research and professional insights.
  • Quick Response – Having full discretion means we can respond quickly to risks and opportunities in the markets as they surface. A team of dedicated investment experts will take care of the making and administration of investment decisions for you.
  • Risk Management – Your portfolio will be strategically diversified and managed by us using a structured investment process to ensure risks are continuously monitored and effectively controlled.
  • Security and Consistency – Letting our specialists manage your assets save your valuable time as well as ensure your assets are consistently under professional supervision and management for achieving your wealth accumulation goals with related risks in check.

For more information on discretionary service for ILAS plans, please read:

For more information on discretionary service for Nominee fund investment, please stay tuned.