KUALA LUMPUR (Aug 13): Halogen Capital, a licensed digital asset fund manager and digital wealth solution provider, has launched Halogen Partner Portfolios, a dedicated business to business to consumer\u00a0 (B2B2C) investment solution that\u00a0investors can access from as little as RM1,000 through licensed intermediaries.<\/p>\n
According to the press release, Halogen Partner Portfolios is termed a “digital suite” that enables intermediaries \u2014 financial planners, corporate unit trust advisers (CUTA) and appointed marketing representatives \u2014 to bring institutional-grade, multi-asset strategies combining global equities, domestic bonds, gold and measured digital asset exposure to everyday clients.<\/p>\n
The solution also removes operational and administrative burdens for financial advisers.<\/p>\n
Instead of manually executing trades or tracking volatile markets on behalf of their clients, financial advisers can match each client to a suitable risk profile, while Halogen Capital sets the allocation and handles the ongoing monitoring, exposure management and portfolio rebalancing.<\/p>\n
“Clients trust their financial advisers to guide them through increasingly complex markets, especially as interest in emerging asset classes like tokenised assets and cryptocurrencies grows,” said Liew Ooi Hann, founder and CEO of Halogen Capital.<\/p>\n
“Halogen Partner Portfolios give advisers a way to meet that demand with confidence, by offering diversified, professionally managed strategies. It lets advisers focus on what matters most \u2014 understanding their clients and growing that relationship,” he added.<\/p>\n
There are three ready-to-deploy portfolios under the solution, catering to investors with different risk profiles. All three can be activated immediately.<\/p>\n
The conservative portfolio, designed for capital preservation, features a 1%-5% crypto allocation, combined with Malaysian income funds (80%), global equities (15%) and gold (2%), to capture stable yields with minimal price fluctuation. It targets an annual return of 5%-6%.<\/p>\n
The balanced portfolio is tailored for mid-career professionals seeking diversified wealth growth. It combines a 5%-10% crypto allocation with fixed income funds (50%), equities (39%) and gold (4%), targeting an annual return of 6%-10%.<\/p>\n
The growth portfolio is built for higher-conviction investors seeking long-term capital appreciation. It pairs a 10%-15% crypto allocation with global and US equities (63% combined), domestic bonds (20%) and gold (6%), targeting a return of 10%-15% per
\nannum.<\/p>\n
“Digital assets belong in a modern portfolio, but with the right allocation. Each Halogen Core Portfolio caps crypto at a level matched to the client’s risk profile, so exposure stays controlled and deliberate rather than speculative,” said Liew.<\/p>\n
Designed specifically for the B2B2C advisory ecosystem, Halogen Partner Portfolios also equips CUTAs and financial advisers with a complete digital infrastructure, including custom branding and deployment, end-to-end digital onboarding, flexible commercial structures and unified reporting.<\/p>\n","protected":false},"excerpt":{"rendered":"KUALA LUMPUR (Aug 13): Halogen Capital, a licensed digital asset fund manager and digital wealth solution provider, has…\n","protected":false},"author":2,"featured_media":583224,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[114,268,85,46,266,267],"class_list":["post-583223","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-il","tag-israel","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/583223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=583223"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/583223\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/583224"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=583223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=583223"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=583223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}