Investment Advisory

Investment Advisory

MBMG Investment Advisory (MBMG IA) provides a wide range of fee-based global advisory services built on a foundation of outstanding and experienced leadership in every practice.

We provide sound and impartial advice to assist private, corporate, and institutional clients in protecting and growing their hard-earned wealth. We offer investment advice tailored to every client’s individual objectives. As thought leaders, we provide seamless expertise for clients to make well-informed, smart financial decisions. Driven by understanding our clients’ needs, we provide bespoke financial solutions advice which is customised according to their individual risk appetite, economic horizons and preferred strategy.

Founded in 2012, MBMG IA is the Thai SEC-regulated investment advisory arm of MBMG Group. We are fully compliant with all relevant laws and regulations and we work closely with industry regulators. Once again in 2023, we have been awarded the title of Asia’s Leading Investment Advisory.

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Our Core Values

That is our mission. That is our DNA.

What we believe-

We have a deep understanding of and respect for our clients, their families,the people and values that are important to them and for their hard-earned wealth. Clients typically see our value even more clearly in times of fear and crisis.
But we are there for them through good and bad times.

ABOUT

Fee-based

We offer independent, fee-based advice covering:

There are various different ways of describing what we do – fee-only advice, asset consulting, fiduciary but the short version is that our clients pay us to provide advice and, because we don’t have the conflict of interest of being paid by product or service providers (something of a problem throughout financial services) then we are obligated to provide best advice and we are not exposed to conflict of interests.

Our investment advisory team is well versed in providing advice to private clients, small & medium sized businesses, multinational corporations, financial institutions, NGOs and governmental agencies and organisations, but primarily focusing on the accumulation, growth, and protection of family assets.
In that sense, we regard ourselves as a multi-family office.

The range of services required by our clients often intersects with broader issues and MBMG IA can provide background on resources variously available within the MBMG Group, and/or its affiliates and/or the available local or global marketplace providing relevant services.

Within the MBMG Group, MBMG Corporate Advisory incorporates a law team, accounting and audit services, tax advisory expertise and a broad range of corporate and family office resources.

Corporate and Personal Investment Planning

Ensuring your investment maximizes its potential requires careful planning and a clearly set-out asset allocation strategy tailored to your individual requirements and goals. MBMG Investment Advisory can help you make the first steps and guide you along the way.

Asset Allocation

MBMG Investment Advisory’s impartiality and independence means that its advisors listen to you to advise you on creating a personalised asset-allocation strategy and how to adapt your portfolio to changes in your personal requirements and the evolution of the markets.

Tax Planning

Creating and managing your wealth needs to be accompanied by careful analysis of the tax obligations on your investments. Astute planning enables you to find the ideal balance of investment and tax efficiency.

Retirement Planning

With economic conditions and longer life expectancy prompting regular changes to the rules; making certain you have a retirement plan that protects your wealth and will last throughout your retirement is more challenging than ever. MBMG Investment Advisory informs you and provides practical independent advice as to which schemes best meet your needs.

Inheritance and Succession Planning

Planning for the future is vital to protect your standard of living and that of your loved ones. Whilst thinking about the long-term future is easy to set aside and thinking about death is far from a pleasant pastime, it’s something we must all do, to avoid unnecessary complications and costs. If something happens to you and you haven’t got around to writing a will, who will receive your assets? To ensure your assets are passed on to the people you wish in the quickest, most cost-effective way, it is important to have a plan in place. MBMG Investment Advisory has been recognised once again in 2023 as Asia's leading estate planning and property solutions provider and can help you set out a strategy which works for you.

Common Reporting Standards (CRS)

We are fully conversant with OECD’s CRS and we expect Thailand to comply with this by the end of this year or next. Thailand’s Data Protection Act was held up for a year but is expected to be signed as legislation during 2021. We can provide a bespoke report on your how CRS may impact you as a Thai tax resident or in the case that you are resident elsewhere.

WHAT PEOPLE SAY

“It’s rare to find someone who works in finance but remains objective when money markets continue to rise. A herd mentality might work in the short term but if everyone is doing the same thing, it’s unlikely that anyone is doing any original thinking. So, as the problems stack up for the debt-ridden global economy, it’s important to remember that, since 2008, policy makers have not actually addressed the root causes of our economic problems. MBMG Group’s CEO, Paul Gambles, is a market insider who doesn’t buy the well-worn line that “it’s different this time”.

Ross Ashcroft, Renegade TV

“Without MBMG, we could never have done what we have been able to do.

Sister Joan, The Fountain of Life Organisation
Paul Gambles
Managing Partner & Analyst

Paul is recognised as one of the leading 100 global investment industry figures (“The Offshore 100”) as well as one of Thailand Tatler’s 300 most influential members of Thailand’s expatriate community (“Tatler Expat Society 300”).

Paul’s range of expertise includes asset allocation, tax structuring and macro-economic analysis. His views are featured each month in major financial media, such as Bloomberg TV (in both Asia and the Middle East), Bloomberg Radio, CNBC (Asia and Europe) and Channel News Asia. He has been for many years a senior judge at His Majesty,

The King of Thailand’s Award at Sasin Business School, has successfully completed CFA Level One, is an affiliate Member of The Charted Institute for Securities and Investment, and has been accorded the status by the Securities and Exchange Commission of Thailand as Securities Fundamental Investment Analyst, Authorised Director and Manager of a Derivatives Business, Authorised Director and Manager of a Securities Business and Investment Planner.

Jureemas Ung (Nam)
Senior Securities Consultant & Client Contact

Jureemas is a graduate of Chulalongkorn University and began her career in the field of administrative support to a Sales and Marketing. She then worked as a personal assistant for four years before joining MBMG in 2011 in the Client Servicing Division.

She is licensed as an Investment and Derivatives Consultant and as an Investment Planner and been advising for MBMG Investments Advisory clients for 10 years. Specialities include PIT & local mutual funds.

In the last few years, she has also provided Thai tax advice to individuals, advised on personal income tax structuring, and has a great deal of knowledge of the Thai mutual fund market for which she offers unbiased advice on.

BETTER. FASTER. VALUE-DRIVEN

MBMG Group has been operating in Thailand for 25 years and comprises of legal,
accounting and audit and Investment Advisory.

The many awards and accolades currently held by the MBMG Group

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Services

INVESTMENT ADVISORY

FAMILY OFFICE

AUDIT & ACCOUNTING SERVICES

INSURANCE BROKER

LEGAL SERVICE

CORPORATE ADVICE & STRATEGY

TAX PLANNING & AUDIT SERVICES

BUSINESS SYSTEMS & TECHNOLOGY