Dedicated to protecting and growing client assets for more than 15 years
MBMG Group is a multi-awardwinning professional research and advisory practice that provides a full spectrum of investment, insurance, financial and legal services for individuals, corporations and institutions throughout Asia. Founded in Thailand in 1996, the group has since established a reputation for providing sound, intelligent and impartial advice to clients from all walks of life.
Our commitment to providing sound, professional advice transparently and professionally, has seen MBMG Group build itself a solid reputation in the local market.
MBMG Group and its staff are driven by client needs. We provide tailor-made investment solutions which are customized to meet an investor’s requirements based on their individual risk appetite, investment horizon and preferred strategy.
This has enabled us to grow to where we are now with a large personal and corporate client base which has more than USD165 million of assets under advisement. The company, which now has offices in Thailand, Mauritius and Singapore and more than 60 Thai and expatriate staff, is well capitalized and carries no debt.
Over the years we have expanded our range of services and MBMG Group now provides: • Property Investment • Personal Advisory Services • Corporate Solutions • Law Office • Insurance • Estate Planning The company and its staff are totally committed to maintaining the highest ethical and professional standards. We are fully compliant with all relevant laws and regulations and we work closely with industry regulators, including the Securities and Exchanges Commission of Thailand.
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1 Thailand 2 Singapore
3 Mauritius
MBMG Milestones Established as Thailand’s first broad-based professional research and advisory practice
Appointed local partner for Hamptons International Mortgages
1996
1999
Affiliated with MitonOptimal, who have subsequently been raked first on numerous occasions by Standard and Poor’s, Thomson Reuters, Lipper, Moneywise and Trustnet, and placed 2nd in Sunday Telegraph’s Best 12 fund Managers of the last decade
2005
MBMG Update was launched - an email blog commentary which has now exceed its 1,000th edition and is emailed and syndicated to a relationship of almost 100,000
2004
Formed strategic alliance with RSM Advisory (6th largest global accountancy, audit and business specialists) MBMG Group purchased its office premises, a key step in the company’s financial stability and long-term commitment to investors in the region
2008
2009
Inaugurated monthly lunches where key address are provided by leading global and regional financial experts, such as Dr Mark Mobius, Korn Chatikavanij, Martin Gray and John Mauldin Recognised by The Nation as “Asia’s foremost advisory practice”
Graham Macdonald elected Chairman of British Chamber of Commerce Thailand and re-elected in 2011. Also becomes Director of the Board of Trade of Thailand Awarded the prestigious ‘Financial Advisory Firm Of The Year’ by the Finance Monthly in its ‘Global Awards 2010’
2010
Paul Gambles is a regular guest and resident expert on Bloomberg TV and CNBC
2011
ACQ Global Magazine awarded MBMG Group and its subsidiaries twelve awards* Celebrated 15 years of operations
MBMG Group
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Services Personal Advisory
Insurance
MBMG Group offers a wide range of financial advisory services. Our key emphasis is on creating the most suitable investment portfolios for each client based on their individual needs and risk appetite.
Since 2007, MLG Insurance has been providing personal and corporate insurance services for clients. We ensure that you have the correct product for your own individual needs and, to facilitate this, all staff must pass local insurance exams and attend classes to keep abreast of the latest industry knowledge.
Our primary areas of expertise include: • Structured savings • Education Fee • Regular Saving Planning • Retirement Planning • Property Repayment • Offshore Banking Planning
Estate Planning MBMG Group offers expert advice to international and local businesses in Asia as well as to individuals. Our areas of expertise are: • Executive stock option • International protection programme Healthcare • Life Insurance • Inheritance / Estate • Wills & Trusts Planning • Income protection • Succession Planning • Tax Planning
Law Office Our Law Office helps businesses and individuals navigate the local legal environment, helping to bring peace of mind in a foreign country where the language and laws are unfamiliar. Beyond our own in-house law firm, which can assist in the resolution of legal, contractual or employment disputes, MBMG Group has developed professional associations and relationships with a number of specialist legal practices in Thailand, and throughout Asia and the rest of the world.
PERSONAL ADVISORY
ESTATE PLANNING
LAW OFFICE
MBMG
We also offer a range of international products including: Health, Travel, Personal Accident, Marine Cargo, Critical Illness and Income Protection.
Corporate Consultancy MBMG’s Corporate Services division has been providing clients with a wide range of professional services since the company was established in 1996. Our team of highly qualified and experienced business leaders includes board level executives who have experience of working with multinational blue chip companies at global, regional and country levels. Key Services Include: • Corporate consulting • Strategic planning
INSURANCE
Accounting and Auditing Services Understanding Thailand’s accounting requirements and taxation legislation can be a daunting prospect for foreign individuals and companies. MBMG Group’s Accounting and Auditing Services offers clients a broad range of accounting, taxation and auditing facilities to help them fully comply with local laws and regulations.
international experience, offers competitive rates and caters to all sizes of businesses, from SMEs to large corporate clients. Services include: • Bookkeeping
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• Accountancy
• Auditing • Tax planning • Payroll management
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• Fund raising
Our team, which has extensive local and ACCOUNTING AND AUDITING SERVICES
CORPORATE CONSULTANCY
As a broker, MLG Insurance is able to provide coverage from all of the local and international insurance companies operating in Thailand and abroad. Coverage includes but is not limited to: Health, Golf, Travel, Commercial, Inland Transit, Public Liability, Vehicle, House/Condo, Home Contents, Personal Accident, Pleasure Craft and Boat, Marine Cargo, Personal Liability.
MBMG Group Investment Strategy MBMG Group strongly believes that every individual, business and corporation requires customized investment solutions that cater to specific risk appetites, investment horizons and desired returns. Our philosophy is to offer advice on how to build flexible and dynamic investment portfolios that deliver growth whatever the market situation may be. We believe that investing in an actively managed, diversified multi-asset portfolio is the most consistent and reliable method of achieving such ends. No single asset class or single manager has ever constantly outperformed another. There is no such thing as a “guaranteed return”. Diversifying asset classes, therefore, reduces the risk of holding the ‘wrong’ class at any given time. In addition to our growth portfolios, MBMG Group also offers solutions for clients seeking to generate regular income. We currently aim to achieve stable, regular income of up to 7%, fully hedged into Thai Baht.
MBMG Group continually conducts active research into the markets and funds available to clients. From this we have formed strategic alliances with our Core Partners, providing cutting-edge awardwinning funds and managers who are renowned for delivering growth by creating opportunities rather than following trends
“Asia’s Foremost Professional Advisory Practice” The Nation
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Core Partnerships
MBMG Group has formed a number of strategic partnerships with worldclass fund managers and business advisory service, including MitonOptimal.
MitonOptimal is recognized as the world’s leading active global asset allocation manager. It has an exceptional track record, outperforms the markets over time and is especially strong in falling markets while, at the same time, preserving capital. Scott Campbell, the Chief Investment Officer has been advising on our client portfolios for over ten years and has also won many awards for his ‘Core Diversified’ fund and others before it, such as the Appleton International Growth Fund – 2003 and 2004 – which was the S&P Winner over 5 years in Asset Allocation Dynamic.
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He is in charge of the Rhodium portfolio which has the Core Diversified and Special Situations funds as its foundation. Martin Gray, fund manager of two Miton funds, including Special Situations, has won numerous awards from the likes of Reuters Lipper and the Sunday Telegraph. Martin understands his clients and is sensible and pragmatic in his approach to investments.
Awards MBMG Group has won a number of prestigious local, regional and international awards over the years in recognition of the worldclass services it provides to clients.
MBMG Asset Management Limited
MBMG Law Office
• Investment Management Firm of the Year
• • • • • • • • • • •
MBMG International
• Commercial Due Diligence Adviser of the Year Asia • Debt Advisory Firm of the Year Asia
MBMG Group
• Financial Advisory Firm of the Year • Tax Advisory Firm of the Year • Financial Advisory Firm of the Year Asia
Business Advisory Firm of the Year Asia Competition Law Firm of the Year Corporate Service Provider of the Year Management Due Diligence Advisor of the Year Tax Law Firm of the Year The Most Respected Lawyer of the Year, Thailand Niche Advisor of the Year Tax Law Firm of the Year, Thailand Offshore Law Firm of the Year, Thailand The 2011 Lawyer Monthly Legal Award 2011 Finance Monthly Global Awards 2010 and 2011
MBMG Group
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MBMG International Co., Ltd. 75/56 Ocean Tower II, 26th Floor, Soi Sukumvit 19 Klongtoey Nua, Wattana, Bangkok 10110 Tel: +66 (0) 2 665 2537 - 9 Fax: +66 (0) 2 665 2996 Email: info@mbmg-international.com Web: www.mbmg-international.com
MBMG Disclaimer The data and opinions contained in this booklet have been compiled and/or arrived at from sources believed to be reliable and given in good faith but no representation is made as to their accuracy, completeness or correctness. Neither MBMG International Ltd nor its officers nor affiliates can accept any liability for any errors or omissions in this booklet nor bear any responsibility for any losses incurred as a result of any actions taken or not taken as a consequence of reading the articles contained herein. This document does not constitute an offer or invitation to any person and is for information only. The opinions contained in this document are subject to change and are not to be interpreted as investment advice. This is not a prospectus or an inducement to entice investment into any of the assets or sub-assets described herein. The MBMG Group is not an asset advisor and is not licensed to and strictly does not manage investments in Thailand. MitonOptimal Guernsey, a Guernsey based and licensed fund management company, states that the value of investments and the income from them may vary and you may realize less than the sum invested. It is always recommended that you evaluate the potential tax implications of any financial transaction when considering your personal circumstances. It is important to remember that the change in value of any assets denominated in values other than your base currency will have an impact upon the valuation of investments and so have an adverse impact upon the fund performance. The investment may not be suitable for all recipients of this publication. Detailed specific advice should always be taken. For more information please contact info@mbmg-international.com