Discretionary portfolio management

Our objective is to construct portfolios of different risk levels with a medium to long-term investment horizon and an emphasis on:

Our investment philosophy is based on fundamental analysis and predicated on a medium-to long-term view.

Active risk management remains our anchor, and this is supported by intensive in-house research, an actively managed asset allocation approach and a structured investment process.

Above all, we view the preservation of capital as paramount in our decision making and asset allocation process.

We offer specialised, tailored financial solutions to individuals, families and institutions. Our focus is on managing risk according to volatility targets. We regard cash as an allocation tool when managing risk.

Adopting a flexible approach towards asset allocation means we are not constrained by benchmarks in managing portfolios. Our on-the-ground home advantage in Singapore is complemented by access to both the asset management capabilities of Schroders as well as integration within the Schroders Wealth Management Group.

Cazenove Discretionary Portfolios

Monthly markets review
Asset allocation