Under our Investment Management Arrangement, the client has the advantage of having China Bank – Trust Group professionally manage his funds to meet his investment needs and objectives. The Trust Group, in consultation with the client, will design a portfolio that takes into consideration his liquidity requirements, yield expectations and risk tolerance, among others. Furthermore, the client retains control over the level of investment discretion that he will grant to China Bank – Trust Group:
As an Investment Advisor
China Bank gives the client advice on various investment options on which basis the client will be able to make the decision on how, when and where to invest his funds.
As an Investment Manager with Full Discretion
China Bank is given full authority to invest the client’s funds in the manner it sees as the best way to meet portfolio objectives. Legal title over the assets remains under the name of the client.
Whatever option the client chooses, he can be assured that China Bank – Trust Group will be with him every step of the way, to guide him in investment decisions and to help him optimize the potential earnings for his investible funds.
For more details, please call Trust Group - Business Development and Portfolio Management Division at (632) 885-5878, 885-5867, 885-5862, 885-5858 or visit your nearest China Bank Branch