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Products & Services
Private Wealth Management


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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