SMAs for Individual Investors
Service Information

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

Investing Information
Eligible participants

- High-net-worth individuals
- SMA services starting with assets of 30 billion VND
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
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Mr. Phan Tuan Anh
Associate Portfolio Manager
Contact us for detailed consultation:
Business Development Department
Hotline: 097 9463218
Email: [email protected]
Contact us for detailed consultation:
Business Development Department
Hotline: 097 9463218
Email: [email protected]