Ming Asset Management
Switzerland AG
Five Steps for Investment Services of Multi-Assets Discretionary Portfolio
(Full Authorization) and Selected Portfolio (Consultation Authorization)
We have comprehensive and structure-optimized consulting process, ensuring that relationship managers fully understand customers‘ investment demands, expections and objectives from the beginning. Relationship managers will appraise customers‘ investment portfolio regularly and assist customers in making proper investment plans that meet current and future demands.
Demand Analysis
Relationship manager will offer professional and comprehensive opinions in terms of customers‘ demands and targets.
Investment Strategy
Relationship manager will offer comprehensive investment advice based on customers‘ attitude toward risks.
Financial Concept
Relationship manager will describe customers‘ financial concepts based on results of the demand analysis.
Implementation
Relationship manager will provide customers with professional support to assist with implementation of selected strategies and assets management.
Customers Background
Relationship manager will get insight into customers‘ attitude toward personal risks in order to assist them in making correct investment decisions.
Investment Management
Customers will decide the participation mode – discretionary or selected investment We provide various investment portfilos for customers to choose. They can entrust the management to us or participate in daily investment decision-making as well.
Multi-Assets Discretionary Portfolio​
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Customers prefer entrusting all daily investment decision-making to us.Customers do not need to constantly monitor market conditions.
​​Features:​
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Experts from Switzerland will manage portfolios based on authorization of customers.
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Effective and timely implementration of investment strategies help seize every investment opportunity.Customers do not need to constantly monitor market conditions.
​Features:​
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Customers will fully control portfolios, but their investments will be managed and implemented by us.
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Customers will gain professional opinions on investment concepts from us.
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Customer must have rich investment experience in various assets classes.
Selected Portfilio​
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Customers prefer making investment decisions by themselves.We supply advice to assist in managing portfilios.
