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Asset management services in the Philippines involve the management and monitoring of assets on behalf of their owners. These services are typically provided by financial institutions, such as banks, investment companies, and wealth management firms. The specific services offered may vary depending on the provider, but some of the common services include:
Portfolio management: This involves the creation and management of investment portfolios that are tailored to the client's specific goals, risk tolerance, and investment preferences.
Investment advisory: This service provides clients with professional advice and guidance on investment decisions, including market trends, investment opportunities, and risk management strategies.
Risk management: Asset management firms can help clients mitigate the risks associated with their investments, such as market volatility and economic uncertainty.
Performance reporting: Asset management firms can provide regular reports to clients on the performance of their investments, including investment returns and asset allocation.
Estate planning: This service helps clients plan for the distribution of their assets upon their death, including the management of trusts and other financial vehicles.