FynnCorp and Siam Wealth Management Collaborate to Enhance Investment Advisory Services.
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‘Financial planning and investment options to support clients in defining an approach aligned with their financial objectives.’
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FynnCorp and Siam Wealth Management are collaborating to further develop client services in financial planning and investment advisory. The collaboration brings together the respective expertise of both parties across the process from reviewing clients’ overall financial position, needs and risk profile to developing investment plans and considering securities or investment products that align with their objectives.
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Siam Wealth Management Co., Ltd. (SWM) provides financial advisory and planning services with Kasidis Suwanampai, CFP®, AISA, CEO & Senior Wealth Manager and Jiyada Pruksacholavit, CFP®, CEPA®, COO & Senior Wealth Manager leading the advisory process through the Investment Policy Statement (IPS) and Asset Allocation framework.
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FynnCorp Investment Advisory Securities Co., Ltd. (FIAS) focuses on investment planning and advisory, taking into consideration clients’ objectives, needs and risk profiles to develop an Investment Plan, together with recommendations on securities or investment products within the scope of its advisory services.
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The collaboration reflects FynnCorp’s approach to developing financial and investment planning and advisory services under its positioning as a Thai Capital Market Strategist with Pornbhuda Rijiravanich, GROUP CEO & PARTNER – FynnCorp Group driving this direction to further develop services that cover both financial planning and investment planning.
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FynnCorp and Siam Wealth Management will continue to develop their collaboration in client services, supporting financial and investment planning that provides clients with greater clarity in defining their direction in line with their financial objectives.