Separately Managed Account Services (SMAs)

Optimize assets and realize financial goals with separately managed account services managed by leading asset management experts at SSIAM.
Service Information
Investing Information
Sample portfolio
Fund managers

SMAs for Individual Investors

An investment solution specifically developed by SSIAM for high-net-worth individual investors seeking a professional and effective investment solution.

Service Information

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Service Overview

This is SSIAM's comprehensive Separately Managed Accounts (SMA) service for high-net-worth individual clients. With this service, your assets will be managed by a team of experienced professionals who are well-versed in the Vietnamese market, freeing you from the extensive workload of managing your own investments. We will help you access exceptional growth opportunities in Vietnam's stock market and fixed-income securities markets.

We understand that each client has unique investment goals, as well as diverse requirements for capital withdrawal and contribution. Therefore, we dedicate time to listening to our clients, engaging in detailed discussions, and collaborating closely to develop a personalized investment strategy that aligns with the specific needs of each individual.

Investment Strategy

  • Value-investing based on the fundamental factors of stocks, aiming for long-term asset value and income growth
  • Active post-investment management
  • Strict adherence to a disciplined and transparent investment process

Investment Team

  • Possesses in-depth knowledge of the Vietnamese stock market
  • Has extensive experience across multiple areas, from capital raising, operations, and investment execution to investment management
  • The analysis approach is based on the strengths and capabilities of the entire team

Risk Management

  • Clear separation of investment, compliance control, and internal audit functions
  • Risks are closely monitored both before and after transactions
  • Risk control activities are supported by an internal investment management system
Service Information

Investing Information

Eligible participants

Eligible participants
  • High-net-worth individuals 
  • SMA services starting with assets of 30 billion VND

Participation Conditions

Participation Conditions
  • Investment duration: 12 months, with automatic renewal option
  • Associated fees:
    • Management fee
    • Performance fee
    • Custody fee
    • Transaction fee

Sample portfolio

Performance

Fund managers

Mr. Phan Tuan Anh

Mr. Phan Tuan Anh

Associate Portfolio Manager

  • Joined SSIAM in 2021 with nearly 10 years of experience in the Vietnam Financial sector, especially in Investment Analysis, especially with Banking & Real Estate sectors and Portfolio Management of Proprietary Investment Department of Securities Companies.
  • Previously worked as Equity Team Leader of Proprietary Investment Department of Bank for Investment & Development of Vietnam Securities Company (BSC). He also held senior investment and research positions at Vietinbank Securities JSC.
  • BA in Economics from National Economics University, Vietnam.
CONTACT US NOW

Contact us for detailed consultation:

Business Development Department
Hotline: 097 9463218
Email: [email protected]