Why BOS Wealth Management Malaysia Berhad
BOS Wealth Management Malaysia Berhad (BOSWM MY) is fully-owned subsidiary of Bank of Singapore, a wholly-owned subsidiary of OCBC Bank, since 29 November 2019.
The principal activities of BOSWM MY are the establishment and management of unit trust funds as well as the management of private investment mandates. We obtained our Capital Markets And Services Licence from the Securities Commission Malaysia since 21 December 2004.
From its roots of strong fund management expertise, BOSWM MY has built up a tradition of applying full investment resources to ensure maximal returns on investors' funds while compressing risks.
Its reputation stems from a stringent compliance culture, fair business conduct, prudent risk management and quality service orientation which always puts investors' interests at the heart of all policy and operational decisions.
As at 31 May 2023, BOSWM MY: | |
• | managed a total of 15 funds, including 11 global funds. The Funds are in the hands of an experienced Board of Directors and a prudent Investment Committee; |
• | managed RM1.03 billion on behalf of its unit trust investors and private mandate clients; and |
• | had a staff force of 60, comprising 58 management staff and 2 non-management staff. |
Strong Parentage
BOSWM MY is a member of the OCBC Group and a wholly-owned subsidiary of Bank Of Singapore.
The OCBC Bank group of businesses comprises a family of companies owned by Singapore’s longest-established local bank.
OCBC Bank is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. Since the time of its founders, OCBC Bank has always understood the financial needs of its customers and developed financial solutions that meet their needs.
To address increasingly diverse needs across different communities and geographies, OCBC Bank has expanded and acquired businesses beyond the realm of commercial banking. OCBC Bank is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore and the Asia Pacific by The Asian Banker.
Bank Of Singapore is a wholly-owned subsidiary of OCBC Bank, Southeast Asia's second largest bank. Headquartered in Singapore, Bank Of Singapore operates from a strong and open economy. Bank of Singapore is one of the fastest growing private banks in Asia, offering a structured and consistent approach - an open architecture product platform with robust research capabilities to deliver a total risk-based solution customised to each client's needs. As Bank of Singapore is strategically positioned to serve its client across the globe with its network of officers, they also enjoy access to its parent company's full suite of investment and commercial banking solutions such as financing, insurance and brokerage service.
Source | : | www.ocbc.com/group | |||
: | www.bankofsingapore.com |
Our Investment Philosophy
Our investment philosophy is aimed at providing investors with maximum returns at an acceptable level of risk by: | |
• | Applying an active investment management style that constantly monitors and reviews the market place for opportunities to invest in. |
• | Being research-driven in our stock selection and disciplined in our asset allocation. |
• | Diversifying our investments to create a well-balanced portfolio. |
• | Adhering to the investment guidelines set by the regulatory authorities and the Investment Committee. |
Our Roles And Responsibilities
The primary functions of BOSWM MY are: | |
• | Investment functions which include: |
• | Conducting investment research. | |
• | Determining a fund's investment strategy. | |
• | Investing the assets of a fund. | |
• | Reviewing a fund's portfolio and investment performance. |
• | Administrative functions which include: |
• | Maintaining the unitholders' register. | |
• | Valuation of portfolio and computation of the daily net asset value of a fund. | |
• | Preparing a fund's financial statements, quarterly (applicable to wholesale funds only), interim and annual reports. | |
• | Keeping proper records on unitholders' transactions. |
Return/Risk Performance Track Record
BOSWM MY aims to achieve highest return possible with minimal risk through prudent stock selection and asset allocation, as well as sound investment strategies. Therefore, the Funds are managed for both consistent and disciplined growth over time.
People Managing The Funds
BOSWM MY's in-house fund management function has its foundation in the vast experience and reputation of the Investment Committee.
The BOSWM MY's Investment team has been meticulously selected for their individual strengths and expertise in portfolio operations and management as well as for their impeccable professional standards.
The Investment Process
BOSWM MY adopts a highly disciplined investment process by taking a team approach in decision-making and applying a consistent investment methodology to secure maximum returns for investors at an acceptable level of risk.
Client Service
BOSWM MY provides regular information updates through publications such as the Fund Fact Sheets and half-yearly Manager's Report. Seminars on investment and stock market outlook are conducted from time to time.
Innovative Products
As one of Malaysia's fastest growing unit trust management companies, BOSWM MY offers an array of innovative unit trust funds to suit the needs of investors over a wide risk/return spectrum.