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Discretionary Portfolio Management

PV Capital's (HK) Limited discretionary Portfolio Management service hands over the authority to our clients to delegate the management of their portfolio to institutional-class investment professionals with a pre-determined return/risk parameters. Our investment professionals cover all key asset classes, including individual securities, bonds, funds and structural investments. Our investment team will actively manage the portfolio in response to the ever changing market landscape, to ensure your portfolio will be optimized at all times. Firstly, the team will determine the investment goal of the investor and to tailor an investment solution depending on the preferred risk/return, investment horizon and liquidity preference. Thereafter, the next step is to select the most suitable securities in which your assets will be invested, be it local or more globally, including emerging markets. Each investment idea will be examined on its own business merits, fundamentals, valuations and financial analysis. No stone is left unturned. Naturally, performance review will be performed regularly, with the investor to make sure the strategy is still appropriate to the investor at each turn.