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Successful Asset Management
Index 02Who We Are
Experienced, Dedicated, Financial Professionals
Bespoke Strategies Tailored to You
Perfectly Placed to Meet Your Needs
Accessible, Transparent Communication
A Duty to Protect Your Information
06Philosophy
Protecting Your Financial Future
Finding a Risk Profile that Suits You
Creating the Right Strategy for Your Investment
Investment with a Personal Touch
08What We Do
Advisory Services
Benefits of Advisory Services
Discretionary Services
Benefits of Discretionary Services
10Research
The Cornerstone of Successful Investing
Specialized Research Teams
Individual Stock Analysis
Clear, Transparent, Up-to-date Advice
12Products
International Equities
Gilts & Bonds
Funds
Exchange Traded Funds (ETFs)
Exchange Traded Commodities (ETCs)
Structured Products
Foreign Exchange
Covered Warrants
Contratcs for Difference (CFDs)
Financial Spread Trading (FSTs)
Turbos
New Issues
Who We Are
King Capital are an International Financial Planning Consultancy Service
offering financial advice to high net-worth individuals, their families and
businesses.
Based in Jakarta, Indonesia, we are one of South East Asia’s leading full service
institutional and retail brokerage houses.
www.kingcapitalmanagement.com
www.kingcapitalmanagement.com
We are perfectly placed to provide you with the
best global investment opportunities
Experienced, Dedicated, Financial Professionals
Successful asset management requires deep knowledge - our talented and committed research team are highly
experienced in global equity markets. Not only that, but all of our advice is firmly rooted in extensive research
and knowledge, meaning you can relax knowing that we are working our hardest to find you the best opportunities.
Running alongside our team, we also have an extensive network of over fifty international intermediaries
and partners, providing access to a wide range of the best international investments. This network also includes
professionals such as accountants, solicitors, bankers and stockbrokers, who help us offer you only the most
unbiased, consistent and reliable advice.
To ensure that we create a portfolio that is driven by specialist expertise, we use open architecture product
platforms supported by experienced investment specialists covering a variety of asset classes including: Fixed
Income, Funds and Alternative Investments, Foreign Exchange and Derivatives and Structured Products.
Bespoke Strategies Tailored to You
Unlike some of our competitors, we do not supply ‘off
the shelf‘ solutions. Our service is entirely bespoke and
our account managers will take time to develop a
deep understanding of your current situation and
aspirations before providing strategies and advice.
The strategies we offer will include weekly, monthly,
and yearly steps and each plan is entirely unique. All
of our strategies are designed to maximize long-term
growth and near-term returns.
Perfectly Placed to Meet Your Needs
Indonesia is one of the world’s fastest growing
economies and Jakarta is quickly becoming Asia’s
leading trade and financial economic center.
With an excellent infrastructure, well-established
financial services sector and highly-skilled workforce,
we are perfectly placed to provide you with the best
global investment opportunities.
www.kingcapitalmanagement.com
Accessible, Transparent Communication
We believe that communication plays a key role in
ensuring your needs are met successfully. Our Account
Managers are always on hand to answer your questions
and offer support.
We also pride ourselves on offering a transparent, open
and accessible service to our clients, cutting through
financial jargon and simply providing you with
straightforward, honest and clear communication.
A Duty to Protect Your Information
We acknowledge that our relationship with you is one
that is based strongly on trust and that’s why we
believe we have a duty to behave responsibly and
protect your information at all times. We adopt only the
most suitable and secure methods available to keep
your information safe.
www.kingcapitalmanagement.com
Support When and Where You Need It
Sometimes life as an expat can be challenging, more often than not time is your enemy. King Capital will help to
maximize the time you have with us. There will always be somebody to answer your call or your email.
Taking Care of Your Needs as an Expat
We understand the complexities and issues that can arise when managing your finances while living abroad.
Here at King Capital, we have many years of experience in handling the unique financial and investment
requirements of expats.
Navigating Your Taxes
Our team of specialist tax experts can help you make the most of your expat status and take advantage of any tax
benefits you may be entitled to.
Helping You Plan Your Estate
Arranging your estate can be a minefield when you’re living abroad, particularly if your assets are in one country and
beneficiaries in another. Laws regarding estates and inheritance can vary significantly between countries, however we
can help you find solutions to these issues and advise you on the best way to plan for the future of your estate.
Philosophy
Protecting Your Financial Future
Deciding how to invest your wealth is one of the most
important decisions you may ever make. That’s why
at King Capital, we take managing this responsibility
very seriously. Our aim is to protect your financial
future and we only offer advice and strategies that we
feel will most effectively serve your financial goals.
Using a combination of research and market
experience, we endeavor to provide you with the most
comprehensive, objective financial direction, focused
on preserving and building wealth.
Finding a Risk Profile that Suits You
We believe that matching your risk expectations is an
important part of the investing process. We ensure
that we only provide you with investments that fit a
risk-profile you feel confident with, while delivering the
kind of returns comfortable for you long-term.
Because we know that your needs or financial picture
may also change, we will work closely with you to
monitor your portfolio and recommend amendments
where suitable. In addition, we will provide regular
status reviews and keep you up-to-date with clear,
comprehensive reporting.
www.kingcapitalmanagement.com
www.kingcapitalmanagement.com
Creating the Right Strategy forYour Investment
We ensure that we develop your financial strategy
via a structured investment process. This includes
allocating assets across a core portfolio and satellite
investments. The process combines an investment
strategy informed by global economic research and
comprehensive analysis into each individual class of
security that we offer.
The world of investments is constantly changing
and to ensure we bring you the best knowledge and
opportunities, we make use of the most advanced
market technology on the market. Combined with our
experience and expertise, we feel this gives us an
edge over our competitors; not to mention the ability
to forge more successful financial pathways for you.
Investment with the Personal Touch
You are more to us than just your portfolio. We believe
that it is crucial to create a strategy that truly reflects
your personal preferences and needs.
We also believe that the better informed you are, the
more opportunity you have to be involved in your
financial decisions. This, in turn, helps us to create
and shape a portfolio that is not only more suited to
your needs, but closely aligned with your values too.
Deciding how to invest your wealth is one of the
most important decisions you may ever make.
What We Do
King Capital provides investment services to high-net worth individuals, their
families and businesses.
We will work with you to develop a deep understanding of your financial status -
where you are and where you want to go. We will then draft an extensive strategy
designed to meet your current and future financial objectives.
www.kingcapitalmanagement.com
www.kingcapitalmanagement.com
Our Services
Whatever your needs, we have a solution to suit you. Whether you would like our Account Managers
to manage your portfolio on your behalf or would like to have a self-directed approach, you can
choose from a variety of options to manage your investment portfolio.
Advisory Services
If you want an option where you want to make your
investment decisions and trade actively but don’t have
time or resources to do it, our Advisory Services are for
you.
Our Advisory Services allow you to capture the best
opportunities in a fast-paced financial market, while
making your own investment decisions. We will provide
you with insight and recommendations through a
continuous interactive advisory process constantly
underpinned by your risk profile.
Discretionary Services
With the Discretionary Portfolio Management Service,
you entrust your investment decisions to our team of
professional portfolio managers.
With a suite of discretionary portfolios tailored across
a range of client risk profiles, we actively manage the
portfolios to capture opportunities and mitigate risks.
Benefits of Advisory Services:
Investment ideas and recommendations from
experts
Direct access to our specialists and a dedicated
dealer for personalized assistance
Active trading support
Superior execution capabilities
A broad selection of securities
Access to a wide range of brokers
Competitive pricing
Benefits of Advisory Services:
A team approach for performance consistency
Robust risk management through diversified
sources of risk
Security selection based on research
Investment limits applied across asset classes,
country and industry exposure
Constant risk monitoring
An excellent track record. Our returns have
consistently exceeded our portfolio benchmarks over
a rolling five year period
Quality research and wide product range
Research
The Cornerstone of Successful Investing
Research lies at the heart of what we do. In order
to recommend the most suitable strategy for your
portfolio, we ensure that we only work with the most
experienced and knowledgeable professionals.
To source the best opportunities available, our research
teams and analysts work closely with our account
managers to review your investments and provide deep
insights into the securities you hold.
To ensure you are always kept informed of new
information relating to your portfolio, our account
managers will provide you with regular confidential
updates, including the latest developments and trends
relating to you and your investments.
Specialized Research Teams
Our teams are made up of experienced financial
professionals with extensive institutional research
backgrounds. We take time to listen to your needs
and offer clear, straightforward advice on the most
appropriate strategy for your personal circumstances.
In order to ensure we gain the most insightful
macroeconomic view, we work with specialized
research teams in a variety of sectors. This forms the
basis of all of our advice, whether it be for equities,
bonds, funds or alternative investments.
We also take advantage of the knowledge and skills
of third-party industry leaders so you can be sure you
are being provided with the widest possible pool of
expertise while also enjoying the most valued insights.
www.kingcapitalmanagement.com
www.kingcapitalmanagement.com
We ensure that we only work with the
most experienced and knowledgeable professionals.
Individual Stock Analysis
We offer individual stock analysis for Developed Market and also Emerging Market equities. Our team can construct an
equity model portfolio that suits your requirements and help you make well informed investment decisions.
In addition, all researched securities are translated into holdings Within our Discretionary Portfolios. Our equity
research is also closely supported by the Structured Products team through continuing to cover stocks structured via
derivative formats.
Clear, Transparent, Up-to-date Advice
We understand that it’s important to you to know your portfolio is being managed with the utmost care and attention.
That’s why we ensure all research and information is delivered to you in a clear, transparent and jargon-free manner.
We also strive to identify the important opportunities, trends and events that matter to you. Our team will monitor and
interpret information regarding every possible traded asset class to ensure we provide you with only the most timely,
up-to-date advice.
Products
To ensure that we supply you the best service possible, we provide a range of financial products.
Below are some examples of the investment products we offer.
International Equities
Being too heavily invested in only one
country could mean your portfolio
could be negatively affected if that
particular market takes a hit. By
investing internationally, you can
spread your risk and take advantage
of industries and regions where the
market is strong.
Funds
Funds are a collective form of
investment that lets you invest
indirectly in company shares or other
investments such as bonds. They
can also often be held within a tax
efficient ISA wrapper.
Exchange TradedCommodities (ETCs)
ETCs are easily traded investments
that offer you easy access to difficult
to reach commodity markets. They
also fit into a wide range of risk
profiles.
www.kingcapitalmanagement.com
Gilts & Bonds
Gilts and bonds are a great way to
make a more predictable, steady
return on your investment. Simple to
buy and sell, many even come with
exemption from capital gains tax.
Exchange TradedFunds (ETFs)
Exchange traded funds (ETFS) are
securities that track an index,
commodity or a collection of assets,
but trades similar to a stock on an
exchange. They are also a relatively
secure, cost effectiveness method of
investing in the gold bullion market.
Structured Products
Structured products are synthetic
investment instruments, designed
to meet specific needs not offered by
standardized financial instruments.
They provide the chance to invest in
otherwise difficult to access assets
or take a risk adjusted exposure to
conventional assets.
We use an open-architectureproduct platform supported by open investment specialists.
Foreign Exchange
There are a number of different types
of foreign exchange investment
opportunities ranging from pot
exchanges to forward exchange
contracts as well as option dated
forward exchange contracts.
Contracts forDifference (CFDs)
CFDs are a leveraged ‘derivative’
product which provide you with the
opportunity to trade on live market
price movements without physically
owning the underlying instrument.
Turbos
Turbos track an underlying asset,
usually a European index or currency
and offer investors a way to gain full
exposure to an asset’s price. They
also contain a knockout barrier and
as such offer limited risk.
Covered Warrants
Issued by financial institutions,
Covered Warrants are flexible tools
providing leveraged exposure to
a wide range of underlying assets
such as equities, baskets, indivces,
currencies and commodities.
Financial SpreadTrading (FST)
Financial Spread Trading allows
you to speculate on the rise and
fall of global financial markets and
offers a tax-efficient alternative to
other trading options such as share
dealing.
New Issues
New Issues offer the opportunity to
access investments before they
trade on the market and come in
two main forms: New Retail Bonds
or Initial Public Offerings (lPOs).
www.kingcapitalmanagement.com
Contact UsOur team is always on-hand to deal with any queries or questions you may have. Whether
you would like to know more about our services or want to discuss how we can help
you expand your portfolio, please contact us and we will get back to you as soon as we
possibly can.
Address:
23/F, Pondok Indah Office Tower 3,
Jl. S. Iskandar Muda,
Jakarta, 12310,
Indonesia
Email us at:
www.kingcapitalmanagement.com