Best Domestic Private Bank Discretionary Portfolio Management
Kiatnakin Phatra Securities PCL
Best Domestic Private Bank – Discretionary Portfolio Management
Jon Wongswan
head of investment solutions
“We are truly honoured and humbled to be recognised as Best Domestic Private Bank – Discretionary Portfolio Management.
“This prestigious award reflects the dedication and expertise of our exceptional team, as well as the trust our clients place in us. We remain committed to delivering outstanding value through tailored investment strategies and advancing excellence in portfolio management.
“A sincere thank you to our clients for their continued trust and partnership. Your confidence in us throughout this global investment journey has been instrumental in our success. We also extend our gratitude to our partners for their unwavering support. We look forward to achieving even greater milestones together.”
What was behind the judges’ decision?
- One of its key strengths lies in its ability to deliver customised investment solutions tailored to the unique risk profiles and financial goals of Thai clients. KKP’s DPM services are supported by a robust research framework, combining macroeconomic analysis, market insights, and proprietary tools to identify high-potential investment opportunities.
- KKP’s investment team comprises seasoned professionals with extensive knowledge of both local and global markets, enabling the firm to construct well-diversified portfolios that balance risk and return effectively.
- Additionally, KKP has expanded its ESG investment offerings, catering to the growing demand for sustainable and responsible investing in Thailand.
What we said…
“Since embarking on the discretionary portfolio management (DPM) journey in 2020, Kiatnakin Phatra Securities (KKP) has established itself as a leader in this space, leveraging its deep local expertise, innovative investment strategies and client-centric approach,” said Stanley Yupu Li, reporter, at Asian Private Banker.
“The bank puts an emphasis on offshore investment strategies in responding to rising demand from investors seeking global exposure while preferring to retain their assets onshore. It continued expanding its DPM suites which encompassed over a dozen distinct models in 2024.
“KKP nimbly conducted several strategic rebalances amid diverse market conditions throughout the year, yielding strong positive returns for its clients. Meanwhile, the bank also capitalised on its open architecture framework to help clients manage the historically high hedging costs associated with USD-denominated investments.
“KKP has also integrated advanced technology and data analytics into its DPM processes, enhancing portfolio construction, risk management, and performance monitoring. For these reasons and more, Asian Private Banker is delighted to present the awards to the bank for its dedication to bringing the best-in-class DPM service to Thai clients.”
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