GT Asset & Portfolio Management Limited (“Grandtag”) offers a wide range of investment solutions licensed under the Securities and Futures Commission (SFC) (License Number: AKO790) — from active management approaches aimed at outperforming pre-determined benchmarks to absolute return strategies designed to deliver stable returns irrespective of markets’ volatility. Our clients can access to our wide spectrum of investment management services, such as Grandtag Portfolio Management service which covers Investment Linked Assurance Scheme (ILAS) savings plans issued by most international insurance companies, personal portfolio bonds, and discretionary portfolio management accounts in prestigious security brokers and private banks worldwide. As of 31st December 2020, the total asset under our management and advisory amounts to USD 310M.
The foundation of Grandtag's business is anchored on our belief that our clients’ needs are of paramount importance. Our professional team will work closely with our clients to understand their circumstances and construct a bespoke strategy or portfolio in achieving their investment goals with an optimal balance of risk and reward.
- Understand clients’ priorities, needs and goals
- Build clients’ unique investor profile
- Propose solutions based on clients’ risk appetite and preferences
- Implement agreed solutions while ensuring all of clients’ concerns are thoroughly addressed
- Regular portfolio reviews to ensure our investment strategy stays in line with clients’ goals