Asset / Wealth Management
Crestpoint Investment Bank provides continuous investment advisory services, combining a comprehensive product architecture with a dedicated team of specialists focused on the strategic growth and preservation of your capital. The hallmark of our Wealth Management division is a bespoke investment methodology designed to align specialized market insights with your specific long-term financial objectives.
Our team delivers an integrated suite of wealth management services, encompassing strategic asset allocation, lifestyle planning, and rigorous portfolio reviews. Furthermore, we provide expert guidance on tax optimization and retirement income strategies to ensure a holistic approach to wealth preservation.
Clients benefit from a highly personalized service model that allows for the deliberate evaluation of strategic options, ensuring informed decision-making. By maintaining operational efficiency and a disciplined cost structure, we maximize the potential for long-term capital growth, delivering exceptional value to our partners
Crestpoint Investment Bank provides a sophisticated suite of wealth solutions designed to achieve your strategic objectives and meet your specific capital requirements. Our integrated service offering includes:
- Wealth Management Accounts
- Personal Wealth Advisory
- Portfolio Management Services
- Residential Finance
- Retirement Planning & Advice for Others
- Asset Management Solutions (Private Clients)
Investment Fund & ETF Solutions split the burden of managing your money across all our investment platforms to our team of specialist financial advisors. Each financial advisor will have expertise in one or more sectors of the market, which allows them to deliver bespoke advice that is tailored to you and your needs.
How It Works:
Customised Wealth Management Advisory
Most investments carry inherent risks that may not be immediately apparent. Determining the ideal investment strategy requires expert navigation to ensure that your broader asset base remains protected against market volatility. Customised wealth management advisory provides the necessary balance between risk and reward, ensuring portfolio stability despite fluctuations in the global financial markets.
Bespoke Personalized Connection
With our tailored approach to investing, we construct a personalized portfolio designed to achieve your specific financial milestones. Leveraging our extensive experience with global investors, we develop financial plans based on your unique objectives and risk profile. We remain committed to delivering value and providing dedicated client care well beyond the initial investment phase.
Benchmark:
Crestpoint Investment Bank is highly competitive in terms of fees and we ensure the highest levels of client satisfaction and loyalty by providing timely transaction execution, as well as resolution through portfolio refinancing/redemption or collateralisation.
Crestpoint Investment Bank Wealth Management services is available to clients who have at least US$500,000 to invest at initial enrolment. An annual Management Fee shall be determined upon further discussion with Crestpoint Investment Bank Financial Consultant and Private Client Advisor.
Fixed Income Securities
This strategy is designed to generate positive total returns through a diversified portfolio of Sukuk, bonds, and other fixed income instruments. Under normal market conditions, these investments aim to deliver income exceeding the average rate of a one-year cash deposit.
We offer specialized expertise in Islamic Capital Markets and Fixed Income Investing. By engaging in this process, Crestpoint Investment Bank ensures that investor capital is deployed in an environment that strictly adheres to Shariah-compliance mandates. As we are headquartered in the Labuan International Business & Financial Centre, we leverage Malaysia’s global leadership in the internationalisation of Islamic finance.
High Growth Securities
This investment is tailored for sophisticated investors seeking aggressive capital appreciation. The strategy may utilize multiple asset classes with a primary focus on long-term growth over short-term volatility. Consequently, up to 100%* of net assets may be allocated to international equity markets through regulated collective investment schemes in both onshore and offshore jurisdictions.
Long-Term Securities
This strategy is appropriate for investors seeking sustainable growth over an extended horizon. To achieve this, the portfolio maintains exposure to multiple asset classes, with up to 100%* of net assets invested in international debt and equity markets through regulated collective investment schemes globally.