MWI Consultants: OUR SERVICES – Asset Management, Portfolio Management Singapore

Investment Banking Services

We have a corresponding solution for any need you may have. Our Account Managers can either manage your portfolio for you or you may opt to manage it directly yourself; hence, you have various options on how you want to manage your investment portfolio.


In case you want to make your own investment decisions and trade actively but do not have the resources and time to do so, our Advisory Services will be your representative.

Our Advisory Services will obtain for you the best options in a dynamic financial market, while directing the investment process yourself. Our counselors will offer expert insight and suggestions, regularly assisting you with interactive advice that constantly takes into account your risk limitations.

MWI Consultants offers these benefits of our Advisory Services

1. Innovative investment concepts and expert recommendations
2. Direct access to our specialists and a dedicated dealer for personalized assistance
3. Superior execution capabilities
4. Active trading support
5. Access to a long list of brokers
6. A wide selection of securities
7. Competitive pricing


Our Discretionary Portfolio Management service provides you a team of expert portfolio managers to whom you can confidently entrust your investment decisions. Having a mix of eight discretionary portfolios customized over a broad range of client risk­levels allows us to efficiently manage the portfolios to seize bright opportunities and minimize risks on your behalf.

Benefits of Discretionary Services

1. A team­approach for efficient performance
2. Robust risk management using diversified risk sources
3. Security selection based on research
4. Consistent risk monitoring
5. An excellent track­record. Our returns have consistently exceeded our
6. portfolio benchmarks over a rolling five year period.
7. Investment limits applied across asset classes, country and industry exposure

Quality Research and Broad Product Selection

Both these services deliver to you great advantages of the full benefits of ourextensive research and well­informed advisory while accessing our variety of product options.


MWI Consultants – OUR PRODUCTS: Asset Management Singapore, Portfolio Management Singapore

Primary Investment Product

MWI Consultants – To assure our clients that we deliver to them the best service possible, we offer a complete selection of advantageous financial products. Our Account Managers stand always ready to recommend which products are of most benefit to you and your portfolio.

International Equities

Investing so heavily in just one country could mean your portfolio could be adversely affected in case that particular market falls. By investing globally, you can distribute your risks and exploit such regions and industry sectors that have strong markets.

Gilts & Bonds

Gilts and bonds provide an advantageous way to acquire a more predictable and consistent return on your investment. Aside from being easy to buy and to sell, many of them also come with capital­gains tax exemption.


Funds are a bundled type of investment that allows you to invest indirectly in corporate shares or other investments, such as bonds or shares. Oftentimes, they can also be contained within a tax­efficient ISA cover.

Exchange Traded Funds (ETFs)

Exchange traded funds (ETFs) are a security that monitors a commodity, an index, or a collection of assets, but trades like stocks on an exchange. Likewise, they are more­or­less secure, cost­effective way of investing in the gold­bullion sector.

Exchange Traded Commodities (ETCs)

ETCs are handily traded investments offering easy access to hard­to­access commodity markets. They fit into a vast selection of risk profiles as well.

Structured Products

Structured products include synthetic investment instruments, created to satisfy particular needs not provided by standardized financial instruments. They provide opportunities to invest in otherwise hard­to­access assets or take a risk­conformed exposure to traditional assets.

Foreign Exchange

There are many different classes of foreign exchange investments options ranging from pot exchanges to forward exchange contracts, including option dated forward exchange agreements.

Covered Warrants

Issued by financial agencies, covered warrants include flexible tools offering leveraged exposure to a broad selection of underlyings, such as baskets, equities, indices, currencies and commodities.

Contracts for Difference (CFDs)

CFDs is a leveraged ‘derivative’ product which offers the potential to trade on live­market price movements without physically holding the underlying instrument.

Financial Spread Trading (FST)

Financial Spread Trading lets you speculate on the rise­and­fall of international financial markets and delivers a tax­efficient option to other trading alternatives, such as share dealing.


Turbos monitor an underlying asset, often a European currency or index and gives investors a way to acquire full exposure to an asset’s price. They also include a “knock­out barrier” and, therefore, offer limited downside risk.

New Issues

New issues opens options to access investments before they are traded on the market and come in two major forms: New Retail Bonds or Initial Public Offerings (IPOs).


Aside from bank and building society accounts, cash investment also involves bank deposit certificates and cash funds offered by fund managers