asset management

Asset Management

We offer Discretionary Portfolio Management (DPM) services, focusing on asset allocation and customized investment solutions for high-net-worth clients and family offices centered in Asia.

Discretionary Portfolio Management

Discretionary Portfolio Management

       With our experienced asset management advisors and expert strategy team, we closely monitor global markets to seize opportunities and discover the best investments. Clients can fully entrust us with managing their assets, and our team tailors portfolios based on their risk tolerance and return objectives, aiming to optimize global portfolio returns through comprehensive management.

        In today's market, clients increasingly seek to achieve specific goals, necessitating customized investment strategies. We excel in creating goal-oriented solutions tailored to our clients' unique needs, ensuring open and transparent communication regarding strategic objectives and changing requirements.

      We maintain regular dialogue based on the principles of openness and transparency among the strategic goals of our investment portfolios, the beliefs of the company, and the varying needs of our clients at different times. This is the foundation of our investment approach.


Leeds has designed a series of customized discretionary portfolios to help clients achieve multiple objectives, from wealth preservation to capital appreciation, while consistently emphasizing risk management throughout the asset allocation process.

Dedicated Investment Managers to Identify Global Investment Opportunities.

Investment Portfolios

Fixed Income Portfolio

Focuses on capital protection with investments in tools like government bonds, corporate bonds, and money market funds, aiming for low risk and reasonable returns.

Equity Portfolio

The equity investment portfolio aims to provide clients with higher potential returns. Clients can choose a portfolio focused on a single country or a regional mix. Traditional portfolios typically allocate assets based on recognized benchmark indices, reflecting the relative sizes of various markets. However, we pursue an absolute return investment strategy, committed to achieving stable returns while actively managing downside risks.

Balanced Portfolio:

Manages thematic investment portfolios that adapt to client needs and market opportunities, incorporating existing investment tools and potentially new selections based on economic benefits.

Service Features

Leveraging our extensive experience in serving high-net-worth clients and our expertise in cross-regional asset allocation, we tailor a suitable long-term financial planning solution for you.

 

Diverse Product Allocation and Diversification Strategy

We flexibly adjust the proportions of different asset classes in the portfolio based on market conditions to enhance overall potential returns.

Comprehensive Risk Management and Protection for Investment Products

We collaborate with several internationally renowned investment banks and financial institutions to ensure that all investment products are equipped with robust risk management and protection mechanisms.

Dedicated Management of Investment Portfolios with Direct Communication

Your investment portfolio is managed one-on-one by experienced investment professionals, allowing you to communicate directly with experts about investment strategies and adjust them flexibly based on market fluctuations.

Contact Us

Location Name

2903C-05, The Centrium, 60 Wyndham Street, Hong Kong

Tel:

(852) – 3106 2213

Support

cs@leeds.hk

About Us

Leeds Securities Investment Limited was established in 2017 and is a wholly-owned subsidiary of Leeds Investment Holdings Limited. Leeds (Central Number BMS480) is a licensed corporation regulated by the Securities and Futures Commission of Hong Kong (Type 1 – Dealing in Securities) and is also a participant of the Hong Kong Stock Exchange (Broker Number 0682).

Get In Touch

2903C-05, The Centrium, 60 Wyndham Street, Hong Kong
Phone: (852) – 3106 2213

Fax: (852) – 3106 0001

Email: cs@leeds.hk

Risk Disclosure: The contents of this page do not constitute investment advice and do not form any offer, solicitation, or recommendation for any investment product. This information is for general purposes only and does not take into account your personal needs, investment objectives, or specific financial circumstances. All securities investments involve risks, and past performance of securities and any financial products does not guarantee future returns. A diversified portfolio may help spread risk but does not ensure profits or prevent losses. Before engaging in investment activities, investors should fully understand the relevant financial products, be aware of their potential risks, and make rational decisions based on their own risk tolerance or the advice of a professional investment advisor. Please refer to the risk disclosure for more information.

@ 2024 by Leeds Securities Investment Limited. All Rights Reserved