Asset Management

      “You don’t need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ.”

      Warren Buffet

      Your investment portfolio is managed by qualified and highly experienced Portfolio Managers in conjunction with an In-house portfolio management committee. The investment managers apply their wealth of experience, quantitative and qualitative research skills to continuously monitor the risk and performance of the suite of unit trust structures to ensure that the optimal asset allocation and fund selection is implemented to achieve your identified investment objectives.  PMK Asset Management has partnered with Momentum Investment Consulting for the provision of in-house unit trusts for their clients and firmly believes that these solutions will provide the optimal outcome when it comes to clients’ investment needs. These solutions have been specifically designed to align with PMK Wealth’s financial planning and advisory process. Core to our disciplined process is the scientific blending of passive and active investment strategies. This ensures an appropriate cost of investing whilst maintaining an ability for the investments to produce market-beating returns, known as alpha. We believe that reducing the drag on the yield that costs and fees incurred is an essential method to allowing for sustainable alpha and enhancing our client's outcomes and objectives. We believe that there are benefits and a place for both active and passive strategies and by understanding these we are able to benefit from both It is essential to note that even when selecting the passive investments within our funds there is a significant amount of active decision-making to allow for optimal allocations. Our active manager selection process is rigorous and unwavering. Our historic success has been the ability to identify boutique asset managers with long and successful track records and processes. By blending their complementing views and positions we are able to improve the probability of producing an optimal risk-adjusted return.

      PMK Unit Trusts

      Our portal offers you direct access to PMK Unit Trusts.

      • Wealth and Investment Consulting

        PMK Asset Management has partnered with Momentum Investment Consulting for the provision of direct unit trusts for their clients and firmly believes that these solutions will provide the optimal outcome when it comes to clients’ investment needs. These unit trusts have been specifically designed to align with PMK Wealth’s financial planning and advisory process.

      • Transparency

        Each investment option chosen for your unit trusts will be disclosed separately on your investment statement, as will the portfolio management fee charged. A monthly portfolio report showing your portfolio breakdown, performance, and objectives are also available through your Financial Advisor.

      • Portfolio Management


        A sound portfolio administration platform (Momentum Wealth) - Using an administration platform consolidates all transactions, all income, all cash flows in and out into one system, one set of reports, and a simple year-end tax process, eliminating a lot of the labour involved in administering an investment portfolio and services for high-net-worth individuals and families.

      • First-class product

        From identifying goals and financial objectives to preparing and implementing a financial plan, we enable our clients to develop a powerful vision of the future and a realistic plan to achieve it.
        We do this through investment advice - Direct shares, property investments, managed funds 

      PMK Unit Trusts

      Direct access to PMK funds 

      Complaints Handling Procedure

      Heading photo

      PMK Consulting Services trading as PMK Asset Management

      Complaint management and resolution framework

      Unhappy with our service or products?
      Please tell us. Your feedback is very important to us.
      We take your complaints seriously and commit to
      attend to them as quickly as possible.
      What to do

      If you’re unhappy with any aspect of our service or
      products, please let us know as soon as possible
      through one of the following channels

      Quantum E-commerce

      Most popular service

      Multipurpose program that will perfectly suit online stores and online retail business. You can add up to 2000 items with a detailed description, characteristics, and photos. Also, the shopping cart, clients’ feedback, rating, and related items option are available.

      Business Consulting

      Most popular service

      You may face new challenges each day. Our company can offer you a wide range of business consulting services which can help your business run more efficiently, avoid risks, reduce costs, and gain more profits.