Compliance first
Clear service agreements and applicable licensing conditions form the foundation of our work.
FUNG ONE SECURITIES
Your partner in
global asset allocation.
Securities dealing · Investment advice · Asset management
Contact usFor professional investorsCE No. BTJ270
OUR SERVICES
Our services
Professional perspective. A considered approach.
Securities & investment adviceType 1 regulated activity
Dealing in securities
Underwriting, placing, offer communication and intermediary introductions.
Type 4 regulated activityAdvising on securities
Securities research and investment analysis to support investment decisions.
Asset management
Type 9 regulated activity
Asset management
Asset allocation and portfolio management in line with agreed investment objectives, strategies, risk limits and delegated authority.
- Investment objectives and a defined risk framework
- Asset allocation and portfolio management
- Investment decisions within the agreed mandate
- Ongoing monitoring of performance, risk and allocation
OUR APPROACH
Our approach
Professional perspective
Research, analysis and risk assessment support investment decisions aligned with agreed objectives.
Client focus
We start with professional investors’ needs, defining objectives, mandates and the scope of our services.