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Portfolio Management
Each client differs in the manner in which they wish to manage their investment portfolio. At CIMB Private Banking, we let you decide how active or passive a role you want to maintain in managing your investment portfolio.

We offer you a choice of two different portfolios:

Advisory Portfolio
Discretionary Portfolio

The different portfolio structures give you the fruits of your investments without the encumbrances of holding them directly in your name. All transactions between you and the investment product providers will be conducted via your ideal chosen portfolio.

The ease of tracking the progress of your entire portfolio will be provided via a monthly consolidated report.

 
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