Portfolio Management

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We carefully researched the available options for portfolio management and decided, rather than a small team of in-house “experts” we wanted a big name company behind us and felt this would give our clients the sense of security we are all looking for with our money.

Living overseas grants additional advantages, especially when it comes to finance.

Regency’s team boast more experience in Vietnam than any other financial consultancy.

We’re up-to-date, confidential, and we can produce compelling returns for almost any lifestyle.

Morningstar, Inc. is a leading provider of independent investment research in the United States and major international markets.

Morningstar started in 1984 and launched its 5 star ratings for funds in 1985.

Morningstar is now a trusted source, by many leading financial institutions, for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds etc.

With operations in 14 countries, including Japan, Europe and the UK, they currently provide data on more than 145,000 investment offerings worldwide serving more than 4.9 million investors, 185,000 professional financial advisors, and 750 institutional clients around the world.

Their portfolio service provides us with detailed analysis of over 50,000 funds that are available to the international investor and enables us to select suitable portfolios from the very cautious right the way through to the very aggressive.

Our consultants will discuss your situation and complete a profile analysis so that the right portfolio can be chosen for you.