Professional Portfolio International (PPI)
Professional Portfolio International (PPI) was established in May 2000 with offices in Indonesia, Malaysia and Thailand. Formerly known as Finexco, its origins in Southeast Asia trace back to 1987.
Since being founded, PPI has always maintained a presence in each of its original Southeast Asia locations and in latter times formed an affiliation with a business partner based in Japan.
Over time PPI has evolved from its holistic financial planning roots to offer an innovative and very diverse range of international wealth management solutions for the more discerning modern day client needs.
PPI strives to help each client grow, protect and enjoy their wealth, their way. With its very knowledgeable and suitably qualified team of experienced Advisers, PPI is able to deliver the highest level of progressive financial planning and wealth management services to clients throughout Southeast Asia and beyond.
PPI recognizes that its advisers cannot influence market performance, but we can control service delivery.
Therefore, in addition to a well trained team of skilled Advisers, all PPI clients receive the following basic service components:
– Efficient 24/7 on-line access to portfolio valuations, aggregated accounts and other essential information.
– An undertaking to provide both interim and strategic financial reviews, based on a mutually agreed frequency between Client and Adviser.
Consulting your PPI Adviser is the first step to securing your financial goals. The Client / Adviser process begins with an exploratory meeting focused on a “Know Your Client” exercise to establish critical information, including:
Attitude To Risk
– Base Currency
– Current Financial Position
– Future Financial Needs
– Other Financial Goals
After initial consultation, PPI utilizes relevant industry specialists to follow up with a statement of advice, inclusive of recommendations that are carefully structured to meet client objectives. Our specialists will always be taken from the top tiers of their respective area of industry expertise and will have undergone a suitable degree of due diligence.
After becoming a client, your Adviser will maintain regular reviews to ensure a lasting and mutually rewarding client relationship.
Product / Solutions
- Asset Protection
- Education Fees Planning
- Investment Strategies
- International Banking
- Medical Insurance
- Mortgage and Debt Advice
- Pension Transfers
- Portfolio Management
- Property Investments
- Retirement Planning
- Employee Benefit Insurance
- Key Employee Protection
- Group Pension Schemes
Please feel free to contact us with any queries or questions you may have.