The Phatra Private Client Group
More than 30 financial consultants in the Private Client
Group provide tailor-made investment advisory service
to a select group of high net worth individuals. Clients
have long prospered from their relationship with Phatra’s
Private Client Group and our private client’s
assets have grown from Bt15bn in 2001 to more than Bt60bn
at present. As a client, you will have access to wide
variety of unique products which include:
Our award-winning company and economic research
Some of the country's biggest IPO's
International research from our business partner, Merrill Lynch
Bonds and money markets instruments
Mutual funds from several mutual fund companies
Futures and structured products.
The Wealth Management Process
All wealth is personal and our financial consultants
take particular care to understand what matters most
to each of our clients. This involves understanding
your entire financial situation and defining your expected
return objectives, risk tolerance and liquidity needs.
Together the clients, we then decide whether to invest
directly in individual securities, use mutual funds
or hire a professional manager. We also continuously
monitor the market situation and periodically review
the chosen investment strategy with each client which
enables us to make adjustments if needed.
Providing investment advice is more than just picking
stocks because several studies have shown that selecting
the appropriate asset allocation strategy is the key
determinant to overall long term investment performance.
Therefore, as a first step, our financial consultant
develops an appropriate asset allocation strategy for
the client. By using our in depth knowledge of investment
instruments and their return-risk profile, we determine
what proportion of the investment portfolio to allocate
to each available asset class including stocks, bonds,
commodities, property, mutual funds and cash. First
then will we decide with the client what specific individual
securities to invest in. By spreading your investments
over different asset classes and individual securities,
we can reduce volatility and the risk of loss in the
investment portfolio by taking advantage of the fact
that these asset types normally do not gain or loose
value at the same time.
Our Philosophy
Phatra's Private Client Group takes great pride in providing
unbiased investment advice and strives to be a one-stop-service
for our clients by offering the broadest possible range
of investment products. That is why we have chosen to
distribute mutual funds from several leading mutual
fund companies including:
TMB Asset Management
Aberdeen Asset Management
Thanachart Asset Management
Kasikorn Asset Management
Auydhya JF Asset Management
Tisco Asset Management
ING Mutual Funds Management
UOB Asset Management
KT Asset Management
One Asset Management
This gives Phatra's Private Client Group access to a big selection of mutual funds which enables us to pick only the best products that each of these companies have to offer and help us to provide the best possible returns for our clients.
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