Company Heritage
Professional Portfolio International (PPI) was established in May 2000. Formerly known as Finexco, its origins in Southeast Asia trace back to 1987.
In June 2002 PPI became a founding member of Financial Partners International forming one of the largest offshore financial services companies in Asia-Pacific and the Middle East. Today PPI operates as an Associate of the rapidly expanding Financial Partners Group.
Client Commitment
PPI strives to help each client grow, protect and enjoy their wealth, their way. With the support of Financial Partners and a very experienced, suitably qualified team of Trusted Advisers, PPI is able to deliver the highest level of financial planning and wealth management services to clients in Thailand, 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 Trusted 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.
- Free subscription to the Financial Partners in-house money and markets magazine “Money Matters”.
The Process
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 recommendations based tailored solutions that are carefully structured to meet client objectives. Our specialists will always be taken from the top tiers from their respective area of industry expertise and will have undergone a high degree of due diligence.
After becoming a client your Adviser will maintain regular reviews to ensure a lasting and mutually rewarding client relationship.
Products / Solutions
For Individuals:
· Asset Protection / Estate Planning
· Investment Strategies
· Portfolio Management
· Property Investments
· Retirement Planning
· Savings Plans
· Mortgage and debt advice
For Corporations:
- Employee Benefit Insurance
- Key Employee Protection
- Group Pension Schemes
