Behind the Private Wealth Desk at Simpan
Our process starts where it should: with your story. Explore Simpan’s private wealth process, tailored portfolios built around your goals, risk profile, and long-term performance.
At Simpan Private Wealth, we believe successful portfolio construction begins with understanding you: your goals, values, and financial ambitions. Our framework ensures every decision is anchored in your story, not just in market trends or prepackaged products.
The Simpan Private Wealth Framework
Step 1: Assessing Your Full Portfolio
We begin with a holistic review of your entire portfolio, evaluating each component in the context of your current objectives, long-term needs, and risk profile. This allows us to see how every part works together to serve your financial journey.
Example: A typical allocation for an Indonesian client might look like this:
Step 2: Understanding Objectives and Currency Allocation
Next, we take the time to truly understand what matters most to you—your priorities, aspirations, and preferences. We also discuss your desired asset split between onshore and offshore investments, ensuring alignment with your goals and future plans.
Step 3: Defining Your Risk Profile
Your risk profile shapes the foundation of your portfolio. We help you determine whether your focus is:
Capital growth
Income generation
A balanced approach
From there, we create an allocation that reflects both your comfort level and financial goals for example:
Step 4: Building Your Portfolio
We believe Strategic Asset Allocation is essential to long-term performance. Once your goals, currency preferences, and risk profile are defined, we design an endowment-style portfolio tailored to your needs, aligned with both your objectives and comfort level.
Example: A tailored portfolio in practice might look like this:
Step 5: Ongoing Review & Tactical Adjustments
Wealth management isn’t a one-off exercise—it’s a continuous process. We regularly review your strategy, rebalancing allocations, refining fund and manager selections, and adjusting to market changes or shifts in your personal circumstances.
Your Partner in Wealth
At Simpan, you’re not just buying products, you’re building a relationship with a partner who values open discussion, transparency, and results. We understand your needs, respect your goals, and are committed to delivering performance over the long term.
Discover Simpan’s services for accredited investors like you and start building a portfolio that’s truly yours. Visit our website: simpaninvest.com.