9AM™

Diligence is paramount when it comes to asset management.  At BlueStar AMG, our team of technical analysts conduct extensive due diligence work on every aspect of our offerings to ensure they are both best in class and are fit for purpose.

9AM™ is BlueStar AMG’s nine-step asset management approach provided in China, including Beijing and Shanghai. When constructing a complete portfolio including all asset classes from investment property to stock and bonds and insurances, it’s important that all relevant factors are considered. Only then is it possible to create an accurate risk profile. As a result, we adhere to the following strict processes:

 

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The importance of due diligence becomes clear when it comes to asset management in China and the rest of the world when the number of risks are considered. There are many ways that expats can lose assets because of poor management, not the least of which are fluctuations in currency values that directly affect exchange rates.

Avoiding Losses

Like stocks and shares, currency exchange rates are traded according to their economic performance, which means higher valued currencies that are in greater demand will trade at a higher rate of exchange. Unfortunately, this also works the other way, meaning some currencies can get devalued, and cause a loss on an exchange. With proper asset management for expats, there is a greater chance of benefitting from certain exchange rates, thanks to the vital understanding our financial experts have of the exchange market.

In addition to staying on top of exchange rates in order to make informed decisions about when to buy and sell at optimal values, asset management from BlueStar AMG can provide you with the ability to use currency hedging. This helps minimize expats’ exposure to unfavourable shifts in the market that can negatively impact savings, but should only be done with the help of an experienced financial advisor.

Planning Ahead

Without proper financial advice, it can be difficult for expats to plan ahead when it comes to things like bill payments and money transfers in a foreign currency. In order to avoid future frustrations, there are a few things to keep in mind that will help minimize any currency exchange risks. For instance, you can arrange to manage your accounts online in order to pay bills with direct debit in the correct currency and without having to exchange money at all. However; this isn’t easy, especially if you are being paid in one currency, and spending in another. In this instance, you can have a multiple currency account set up that will quickly change currency for a smaller fee.

To learn more about how BlueStar AMG can help you with asset management in China, and protect you from losses on currency exchanges as well as other financial risks, feel free to continue to check out our site for more helpful tips, or contact us to arrange a consultation today!

To learn more about how BlueStar AMG can help you with asset management in China, and protect you from losses on currency exchanges as well as other financial risks, feel free to continue to check out our site for more helpful tips, or contact us to arrange a consultation today!