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Fund Management
Manage pooled money from investors to achieve specific financial goals, usually through diversified investments in stocks, bonds, or other assets.
Portfolio Management
Select and oversee a mix of investments that aligns with an individual’s or institution’s risk tolerance and financial objectives.
Investment Advisory
Provide professional advice to clients on where, when, and how to invest to achieve optimal returns within their risk limits.
Wealth Management
Comprehensive financial services including investment, tax, estate, and retirement planning to grow and protect an individual’s wealth.
Collective Investment Scheme
An investment vehicle where multiple investors pool funds to invest in diversified assets, managed professionally; e.g. mutual funds or unit trusts.