Separately Managed Account
A full service portfolio management option that is specifically tailored to your needs and objectives and long term wealth management goals:
- Managed at your instruction or, with your authorization, at the discretion of Kina Bank Wealth Management within a pre-determined investment strategy;
- Your diversified portfolio can (for example) potentially includes treasury bills, domestic high yield shares, and term deposits.
- All assets are held under our custodial nominee company, Kina Nominees Limited in a name of your choosing as part of our service offer;
- Periodic investment reports including:
- A summary report outlining the strategy and compliance with;
- Portfolio Valuation Report;
- Transactions Report;
- Income Report, and:
- Annual review of Portfolio strategy.
- Your account will be managed by a dedicated Relationship Manager, experienced investment professionals combined with tailored administration support within the Kina Bank Wealth Management team.
- Fee based on FUM and performance of your portfolio; available for portfolio sizes of K500,000 or greater.