31, October 2015: In this first part of its expansion plans in Taiwan, Portal Wealth Management will become a local market counterparty and support clients with local booking and processing from operations in Taipei.
“We are delighted to provide our clients with a suite of Portal Wealth Management investment products and services as we become a fully functioning firm.” said Lam Huiyan, head of Investment services, Portal Wealth Management, Taiwan. “We look forward to providing the best possible service to our clients by being closer to them and the markets that concern them the most.”
“Taiwan is an important growth market where Portal Wealth Management’s strength as an investment and clearing agent enables us to add value at an important time for the company. Further, this expands our international banking capabilities to address the increasingly global nature of our clients and the need to service those clients’ cross-border needs,” said Xue Aihua, Senior Country Officer for Portal Wealth Management in Taiwan. “The launch of Portal Wealth Management’s local counterparty capabilities is a critical part of executing our expansion plans in Taiwan and demonstrates our ongoing commitment.”
Portal Wealth Management has a long standing commitment to Taiwan, where it has conducted business since its inception and provides Investment Services.
About Portal Wealth Management:
Portal-Wealth-Management.com is a highly specialized boutique investment manager. With deep experience across all market capitalizations in listed securities, the autonomous full coverage buy-side team uses a proprietary investment process designed to deliver long term alpha in strategies including absolute return, high conviction and benchmark-relative products. Portal Wealth Management has developed a structured, rigorous investment approach, underpinned by International standards of risk control, operations and compliance. We have one of the largest and most experienced teams with highly trained specialists in equity and fixed income searching for investment opportunities across all capitalizations.