Hong Leong Asset Management (HLAM) and Hong Leong Bank have recently unveiled the launch of the Hong Leong All Roads Funds, a series of three multi-asset investment options tailored for sophisticated investors. This groundbreaking initiative is a result of a collaborative partnership with Lombard Odier, a renowned private bank and asset manager.
The primary objective of the Hong Leong All Roads Funds is to offer a diversified portfolio suited for investors with varying risk profiles, including conservative, balanced, and growth-oriented individuals. These funds have been meticulously structured to cater to the specific investment needs of sophisticated investors.
For investors seeking capital preservation and modest growth with low volatility, the Hong Leong All Roads Conservative Fund is the ideal choice. On the other hand, the Hong Leong All Roads Balanced Fund provides a balanced approach between risk and return, offering the potential for higher returns while maintaining moderate risk. Lastly, the Hong Leong All Roads Growth Fund targets investors who are willing to accept higher volatility in exchange for aggressive growth and substantial returns.
Chue Kwok Yan, CEO and executive director of HLAM, emphasized that the Hong Leong All Roads Funds are strategically designed to meet investors’ needs. Each fund employs a risk-based asset allocation strategy, ensuring dynamic adjustments to diverse market conditions while aligning with investors’ financial objectives.
These innovative funds will be exclusively accessible through Hong Leong Bank, enabling investors to access them via the bank’s digital banking platform, HLB Connect, as well as through its extensive branch network and dedicated consultations with priority banking relationship managers and private banking client advisors.
Lombard Odier will play a crucial role in providing advisory services and bespoke asset management for the funds. As the target fund manager and strategic partner, Lombard Odier will implement institutional-grade investment strategies tailored to the unique needs of the funds.
Kevin Lam, CEO and group managing director of Hong Leong Bank, expressed the bank’s commitment to delivering top-tier, sophisticated investment solutions and insights to clients. As clients become more financially astute and prioritize the achievement and safeguarding of their wealth, Hong Leong Bank is dedicated to providing a comprehensive range of financial products to meet their evolving needs.
In conclusion, the collaboration between Hong Leong Bank and Lombard Odier on the multi-asset funds marks a significant milestone in the realm of sophisticated investments. Investors can expect to benefit from a diverse range of investment options designed to align with their risk tolerance and financial goals.
This article is based on the original content published by Private Banker International, a GlobalData owned brand.
