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Published: JUL 24, 2024
Discretionary portfolio management will grow your wealth
This episode is brought to you by
Ong Shun Wei
head, discretionary portfolio management Singapore, Barclays
In this episode of the Business Times Podcast, host Howie Lim speaks with Ong Shun Wei, head of discretionary portfolio management Singapore at Barclays, about the growing popularity of DPM services.
DPM as a service is where a team of seasoned portfolio managers invests on clients' behalf, considering their financial goals, risk tolerance, and investment horizon. Ong highlights the benefits of DPM, which include professional management, avoiding investor biases and emotions, and focusing on building high-quality, diversified portfolios.
Ong also discusses the significance of trust and long-term partnership between clients and the DPM team. He emphasises the importance of assessing the DPM team’s investment strategy, philosophy, track record, and tenure. He notes the increasing interest from ultra-high net worth individuals and family offices in Asia, partly driven by generational wealth transfers.
Highlights
02:16 03:53 05:28 07:33 08:49
The benefits of DPM Who needs DPM? What to look out for? DPM takes into account volatility Changing the narrative surrounding DPM
Produced by: Howie Lim (howielim@sph.com.sg), Claressa Monteiro & Lee Kim Siang Edited by: Howie Lim & Claressa Monteiro
btvisual: CHARMAINE MARTIN
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Barclays is committed to client engagement and service, combining institutional asset management excellence with the personalised touch of a private bank.
(Ep 40)
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Beautiful Business Fund
Produced by: Howie Lim (howielim@sph.com.sg), Claressa Monteiro & Lee Kim Siang Edited by: Howie Lim & Claressa Monteiro
btvisual: CHARMAINE MARTIN
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