BMP Wealth wins International Adviser award for Excellence in Investment Planning

We are very proud to announce that, for the third year in a row, BMP Wealth has won an award at the annual International Adviser Best Practice Adviser Awards. This year, we have retained the title for the East Asia category of Excellence in Investment Planning. 

The awards, run in partnership with Morningstar Wealth, are now in their eighth year and celebrate top-class advisers’ achievements in embedding best practice within every aspect of their business, from front-line advice to back-office support.

At BMP Wealth, we pride ourselves on helping our clients to build an investment portfolio that helps them achieve their goals

The awards attract entries from exceptional companies across the world, so competition is fierce. 

In our entry, we shared details about how our investment strategy complements our financial planning advice service, to ensure that our clients’ portfolios are curated to align with their goals and risk tolerance. This enables us to help clients to feel confident that they’ll have financial security for the rest of their life. 

Our Investment Committee (IC) has helped us to build a resilient and repeatable investment process for our clients, adhering to industry best practice guidelines. Using this, we have built our BMP Model Portfolio Service. 

This means that our planners can use the funds that the IC has researched, knowing that they all adhere to our high standards, saving them time that can instead be spent understanding your needs and goals. 

You can read more about our BMP Model Portfolio Service here.

The Judges were impressed.

Being selected as the East Asia winners of “Excellence in Investment Planning” category for the second year in a row is a real triumph.

The judges commented that, at BMP Wealth, our investment planning “starts with the client and finishes with the client. A model operation”.

Get in touch

If you’d like to know more about how we can help you to build an investment portfolio that enables you to pursue your long-term goals, please get in touch. 

Email or call +852 2905 9041. 

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