Why Bangkok Bank?

Our Team of Experts

Our expert financial advisors, who are certified by the Office of the Securities and Exchange Commission (SEC), can help you plan your investment portfolio based on your risk appetite and financial goals. The advisors will closely monitor your portfolio and regularly inform you of new investment opportunities.

Efficient Portfolio

We plan your investment portfolio using Efficient Frontier theory - the set of optimal portfolios that offers the highest expected return for a defined level of risk.

Investment Research

You can keep updated with the insights of our investment strategist’s daily, monthly and quarterly reports, which will help inform your investment decisions.

Extensive Range of Products

You can diversify your investment opportunities and get consistent returns with an extensive range of products from our leading subsidiaries.

Our Advisory Process

Financial advisors will study your individual needs and tailor a solution based on your risk appetite and financial goals. We offer two types of planning

1. Financial Planning
To assist you to attain your goals, the advisors will propose a financial plan based on your individual needs and objectives.



  • Tax Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Protection

2. Investment Planning
Our financial advisor will help to design your asset allocation investment plan based on your risk appetite and financial goals.


Six steps of expert investment planning


1. Identify Needs & Objectives: Based on your individual needs, a financial advisor will assist in establishing your financial goals to provide you with a suitable investment proposal.

2. Risk Assessment: Your acceptable risk level will be determined and used as the basis for suitable portfolio asset allocation.

3. Current Portfolio Review: You will be provided with an overview of your current portfolio holdings and a thorough analysis of its historical performance on a regular basis.

4. Portfolio Proposal or Rebalancing: All relevant factors will be assessed to construct a suitable investment portfolio for your consideration.

5. Execution: A financial advisor will work closely with your dedicated Bualuang Exclusive Officer to provide seamless execution of all required transactions.

6. Portfolio Performance Monitoring: A financial advisor and your dedicated Bualuang Exclusive Officer will closely monitor your portfolio to ensure that it is on track to achieve your financial objectives.

 

 

Extensive Range of Investment Portfolios

After gaining a thorough understanding of your individual needs and goals, financial advisors will provide you with advice and a wide range of options to choose from for your investment portfolio.

Extensive Range of Products

You can diversify your investment opportunities and get consistent returns with the extensive range of products from our leading subsidiaries.

  • Deposits, Bonds, Fixed Income and Debentures
  • Mutual Funds
  • Stocks and Derivatives
  • Private Fund
  • Life and Non-Life Insurance


TOOLS & ASSISTANCE

Bualuang Phone Exclusive
Tel. (66) 0 2645 5999

You will have access to exclusive personal phone banking services
available 24 hours a day, every day.

TOOLS & ASSISTANCE

Bualuang Phone Exclusive
Tel. (66) 0 2645 5999

You will have access to exclusive personal phone banking services available 24 hours a day, every day.