Company Heritage
Professional Portfolio International (PPI) was established in May 2000 with offices in Thailand, Malaysia and Indonesia. Formerly known as Finexco, its origins in Southeast Asia trace back to 1987.

In June 2002, PPI became a founding member of Financial Partners International (FPI), forming one of the largest offshore financial services consultancies in the Asia-Pacific and Middle East region.

Following structural changes to FPI in 2007, PPI re-established its own corporate identity and has since evolved to offer a more advanced and very diverse range of international financial solutions to facilitate modern day client needs.

Client Commitment
PPI strives to help each client grow, protect and enjoy their wealth, their way. With its very knowledgeable and suitably qualified team of experienced Advisers, PPI is able to deliver the highest level of progressive financial planning and wealth management services to clients throughout Southeast Asia and beyond.

PPI recognizes that its advisers cannot influence market performance, but we can control service delivery.

Therefore, in addition to a well trained team of skilled Advisers, all PPI clients receive the following basic service components:

• Efficient 24/7 on-line access to portfolio valuations, aggregated accounts and other essential information.
• An undertaking to provide both interim and strategic financial reviews, based on a mutually agreed frequency between Client and Adviser.

The Process
Consulting your PPI Adviser is the first step to securing your financial goals. The Client / Adviser process begins with an exploratory meeting focused on a “Know Your Client” exercise to establish critical information, including:

• Attitude To Risk
• Base Currency
• Current Financial Position
• Future Financial Needs
• Other Financial Goals

After initial consultation, PPI utilizes relevant industry specialists to follow up with a statement of advice, inclusive of recommendations that are carefully structured to meet client objectives. Our specialists will always be taken from the top tiers of their respective area of industry expertise and will have undergone a suitable degree of due diligence.

After becoming a client, your Adviser will maintain regular reviews to ensure a lasting and mutually rewarding client relationship.

Products / Solutions
For Individuals:

• Asset Protection
• Education Fees Planning
• Investment Strategies
• International Banking
• Medical Insurance
• Mortgage and Debt Advice
• Pension Transfers
• Portfolio Management
• Property Investments
• Retirement Planning
• Trusts

For Corporations:

• Employee Benefit Insurance
• Key Employee Protection
• Group Pension Schemes

Contact Details
Professional Portfolio International Ltd.
209/1 K Tower, Tower B, 19th Fl., Unit 4
Sukhumvit 21 Rd. (Asoke), Klongtoey Nua
Wattana, Bangkok 10110
Thailand

Tel: +662 664 0968, +662 664 0145
Fax: +662 260 7769
Email: clientservices@ppi-advisory.com
Website: www.ppi-advisory.com