Focus on client
Excelerate treasure our close relationship with clients and we see our client as long-term business partner. We believe it’s vital for us to grow together with our clients, therefore, we ensure our clients to have up-to-date information and can receive sophisticated training through regular seminars and training courses by our investment teams.
We also collaborate with clients to construct customized portfolios with a solution focused approach. Assessing investor’s objectives and constraints, we can assist clients in capturing the desired outcome in the ever-changing financial world. Our clients can also expect our team to bring extensive industry and subject matter expertise with the ability to work successfully with diverse stakeholders.
We values transparency. We seek to provide clients with enhanced insight and continuous monitoring by sharing our deep investment knowledge through live chat for real-time global client service and superior technology.
Our investment committee members are actively involving throughout the investment process such as attending manager meetings early in the sourcing stage and maintaining dialogue throughout the lifetime of an investment decision. Thorough engagement by our investment committee members facilitate a more dynamic portfolio management approach, allowing more timely adjustments driven by evolving market risks and opportunities or fundamental developments within the underlying managers, by not undermining the importance of clients needs and objectives at the same time.