Portfolio Management Service

At SunLife Capital Limited, our portfolio management service is tailored to meet the unique financial goals and risk tolerance of each client. Our team of experienced professionals utilizes a comprehensive approach, combining in-depth market research, strategic asset allocation, and ongoing monitoring to optimize portfolio performance. Leveraging modern and scientific investment strategies, including advanced fundamental and trading algorithms, Modern Portfolio Theory, and detailed behavioral analysis, we ensure our clients' portfolios are positioned for success. Whether you're seeking wealth preservation, growth, or income generation, our personalized solutions aim to deliver superior results and peace of mind.

Why Choose PMS at SunLife Capital?

Expertise: Benefit from the knowledge and experience of our seasoned professionals who employ advanced strategies such as Modern Portfolio Theory and detailed behavioral analysis to manage your portfolio effectively.
Personalization: Enjoy tailored solutions designed to align with your unique financial goals and risk tolerance, ensuring a customized approach that suits your needs.
Innovation: Utilize modern investment techniques, including advanced fundamental and trading algorithms, to stay ahead in an ever-evolving market landscape.
Performance: Experience superior results driven by our commitment to optimizing portfolio performance through comprehensive research, strategic asset allocation, and continuous monitoring.
Peace of Mind: Rest assured knowing that your investments are in capable hands, with a focus on wealth preservation, growth, and income generation, aimed at providing you with long-term financial security.

Types of PMS Services at SunLife Capital

Discretionary PMS Service

Our Discretionary Portfolio Management Service at SunLife Capital Limited offers clients the convenience of entrusting the day-to-day management of their investment portfolio to our expert team. With this service, clients authorize our portfolio managers to make investment decisions on their behalf, based on pre-defined objectives and risk parameters. This hands-off approach allows clients to delegate the responsibility of executing trades, rebalancing portfolios, and monitoring market conditions to our experienced professionals, while still maintaining full transparency and control over their investment strategy.

Non-Discretionary PMS Service

For clients who prefer to retain more control over their investment decisions, SunLife Capital Limited provides Non-Discretionary Portfolio Management Service. With this service, clients work closely with our portfolio managers to develop a tailored investment strategy aligned with their financial goals and risk tolerance. While our experts offer guidance and recommendations, clients ultimately retain the final say in approving transactions and adjusting their portfolio. This collaborative approach ensures that clients remain actively involved in the investment process while benefiting from the expertise and insights of our seasoned professionals.

Investment Advisory Service

At SunLife Capital Limited, our Investment Advisory service offers clients comprehensive financial guidance and personalized investment recommendations to help them make informed decisions. Our team of advisors works closely with clients to understand their unique financial situation, goals, and risk preferences. Based on this assessment, we provide tailored investment strategies, asset allocation recommendations, and ongoing monitoring to help clients navigate the complexities of the financial markets and achieve their long-term objectives. Whether you're planning for retirement, saving for education, or building wealth, our Investment Advisory service provides the expertise and support you need to succeed.

If you’re interested in joining or learning more about our Portfolio Management Services, feel free to reach out to us at [email protected] or call us at 01-4536129. We’re here to assist you every step of the way.