Globaleye.com

Selecting the right financial plan is one thing; keeping an eye on how it performs over time is another, and for this reason the GPS was devised. Typically, few investors find the time or remember to review their holdings to ensure they are concurrent with global economic conditions, which in turn can have a serious impact on the performance of your savings. Ask yourself the following questions and we hope we can provide the answers you need.

What is happening with your financial plans?
When was the last time you looked at the fund selection of your regular savings, pension or school fees plan? Few investors review their funds regularly and this can have a serious impact on the performance and value of your portfolio; the fund selection of your regular savings portfolio is key to the future performance and growth of your financial plans. Experience shows us that very few regularly review and this in turn could mean the difference of locking in growth or watching gains disappear.

Wouldn’t a monthly performance report be good?
The Globaleye Portfolio Service (GPS) is an information service whereby we send you the performance of your funds by PDF directly to your inbox each month so you can see how your funds are doing in an easy to understand format.

Moreover, we have secured an arrangement with Richmond Asset Management (RAM), an independent asset allocator who actively keep track of each of the funds, and if they think that it would be financially prudent to make any alterations they will do so accordingly.

Plus, there is no need for additional paperwork to be completed since it can be done automatically with an update every month straight to your inbox to reflect your new holdings.

Who are Richmond Asset Management?
Richmond Asset Management Ltd is a registered Investment Advisory company in Hong Kong under the authorisation of the Hong Kong Securities and Futures Commission (SFC–ABA047) and the Hong Kong Confederation of Insurance Brokers (HKCIB–139). Richmond offers a bespoke discretionary portfolio management service to companies and private investors as well as the bespoke model portfolios for GPS.

For more information on Richmond please go to www.richmondhk.com

How much does this service cost?
Absolutely nothing! We provide this service at no extra cost to our Clients. Through the economies of scale and utilising our online systems, we have managed to avoid any explicit charge to our Clients for this facility.

So what do I get?
You will receive a monthly report in an easy to understand format, additional market commentary should you wish, an online valuation service and, most significantly, active portfolio management for regular premium investors at a level previously unseen in the market before – this another first for Globaleye Clients. 

How do I get started?
Please let us know when you are ready to use the GPS and we will send over the form for your signature. Once we have your form, we will action the instruction and welcome you onboard.

Your Wealth Manager or the Client Relationship Team are more than happy to help if you have any further questions.

Summary
By keeping you in touch with your investments on a regular basis, we hope to make the money you have worked hard for work even harder for you. We look forward to welcoming you to the GPS and should you have any questions regarding this facility please feel free to contact us.