Halogen Capital has launched a platform that lets financial advisers offer managed multi-asset portfolios from RM1,000.
The Halogen Partner Portfolios platform gives clients access to global equities, fixed income, gold and digital assets.
Halogen Capital manages the asset allocation and ongoing portfolio monitoring.
The company offers three core portfolios. Its Conservative portfolio allocates 1% to 5% to crypto alongside Malaysian income funds, global equities and gold, with targeted annual returns of 5% to 6%.
The Balanced portfolio has a 5% to 10% crypto allocation alongside fixed income, equities and gold. It targets annual returns of 6% to 10%.
The Growth portfolio allocates 10% to 15% to crypto, with the remainder mainly invested in global and US equities, domestic bonds and gold. It targets annual returns of 10% to 15%.
“Halogen Partner Portfolios give advisers a way to meet that demand with confidence, offering diversified, professionally managed strategies while we handle the portfolio rebalancing.
It lets advisers focus on what matters most, understanding their clients and growing those relationships,”
said Liew Ooi Hann, Founder & CEO of Halogen Capital.
Advisers can also create customised portfolios under their own branding, onboard clients digitally, set fees and access reporting across conventional and digital asset holdings.
CUTAs and institutional partners have more than RM30 million in assets under management through Halogen Partner.
Halogen Capital is targeting RM1 billion in total assets under management over the coming year.
Featured image: (From left) Lucas Ooi, Founder & Chief Business Officer; Ng Moon Ho, Founder & COO; Liew Ooi Hann, Founder & CEO; Fuad Alhabshi, Executive Director & Fund Manager
