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Investment & Wealth Advisory

Investment and wealth advisory

From investment advice to complete wealth care, for individuals and companies alike

An investment advisor discusses and reviews investment plan documents with a client in a meeting room

Find the right advice for you

Whether you're starting to invest or looking after family and business wealth, there's an advisory team ready for you

With an advisor

Investment advisory

Someone on your portfolio, close to every decision, recommending funds and portfolios that fit your goals

  • Model portfolios from our investment team
  • Confirm orders on LINE, no paperwork
  • Portfolio reviews as markets move

Private Wealth

Private wealth for individuals and families

Every side of your wealth looked after, with impartial, independent advice

  • Holistic financial and investment planning
  • A dedicated advisor
  • Portfolios from 10 million baht

For companies

Private wealth for companies

Investment plans for company money, built around your organisation's policy and liquidity needs

  • Investment plans for corporate clients
  • Risk and liquidity set to your organisation
  • Advisors who know corporate investing

Four steps to get started

  1. 1

    Talk goals

    Share your goals, time frame and the risk you can take

  2. 2

    Plan

    Your advisor designs the portfolio and investment plan

  3. 3

    Invest

    Confirm and start investing with ease

  4. 4

    Ongoing care

    Track and rebalance as your goals or the market change

Monthly Outlook

Advice backed by research

Every recommendation draws on our investment team’s views, published monthly as the Monthly Outlook

See all reports

Not sure which fits? Talk to an advisor