As an investor you might wish to take out more than one portfolio to cater for your specific needs.
Providing for your loved ones
If you wish to set up an investment portfolio to build a nest egg for your growing child but wish to segregate it from the rest of your wealth, we will open a separate portfolio and propose the most suitable strategy. Should you wish to protect the portfolio from third parties you may do so by placing it under trust. You will thus benefit from the peace of mind that comes with knowing that, should the worst happen, the funds will be protected and passed on to your child when he/she comes of age.
Addressing multiple requests
During discussions with your Relationship Manager, you might wish to discuss the possibility of splitting management of your wealth. You might decide to retain control over the decisions pertaining to part of your wealth while the rest is managed by the Bank. In addition, this approach also allows you to own multiple portfolios with different asset allocation strategies to match your short and long term goals.