Bluebell Empowers Investment Advisors with New Innovation, i-Assis: The More You Know, The More You Use, The More You Trust.
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Ms. Narissara Chaiwattana, Chief Executive Officer of Bluebell Securities Co., Ltd. (Bluebell), stated, “As a distributor of financial products, Bluebell aims to be a leader in creating an effective platform that meets the needs of investment advisors. The Bluebell team is determined to make i-Assis a tool that will revolutionize the investment advisory industry in the future.”
“In 2023, Bluebell soared to the 7th rank among securities firms in debenture trading. We also partnered with 11 leading asset management companies (AMCs) and aim to include all major AMCs by the middle of next year. Recognizing the opportunity and importance of the investment advisor profession, we have developed the ultimate sales representative management system of this era, ‘i-Assist.’ This system was designed with a direct understanding of the problems, limitations, and experiences of professionals, to align with our stated goal of being a ‘Total Solution Platform that provides comprehensiveness, confidence, and wealth.'”
The i-Assis platform is currently being well-received by investment advisors. It’s a tool that provides an easy-to-understand overview of a client’s assets under management, allowing for timely and efficient decision-making. It also displays income from referral fees on the very next day. As a result, i-Assis is a complete solution for investment advisors in every dimension.
Ms. Narissara added, “We are confident that i-Assis will be the wings Bluebell gives to investment advisors, truly connecting them with investors.” Bluebell is ready to deliver i-Assis to help professionals build accurate and powerful business capabilities. Interested in learning more? Contact us.
In the debenture sector, Bluebell has designed BlueBell Points to build confidence in debenture investment decisions. This tool provides a comprehensive, multi-dimensional overview of each individual debenture from Bluebell’s perspective.
Ms. Sirasa Boon-long, Chief Marketing Officer, added that in 2023, the global economy recovered gradually due to negative factors such as the wars between Russia and Ukraine and Israel and Hamas. This led to an uneven economic recovery across many countries, including emerging markets.
In addition, commodity prices experienced high volatility. Most importantly, interest rates rose to a decade-long peak in major global economies, causing a significant drop in the price of risky assets while simultaneously creating new investment opportunities.
Looking ahead to 2024, it will be another challenging year, as high interest rates have resulted in…
The recovery is clearly slowing down, and efforts to combat inflation for the benefit of the overall economy will lead to a decrease in corporate profits.
In Thailand, while overall stability is relatively good, there are a few things to watch. Household debt and public debt have reached a historic high, standing at 90% and 61% of GDP, respectively. On a positive note, the impact of the Thai baht’s volatility has begun to ease somewhat since the beginning of the year.
Investing in foreign mutual funds helps to diversify risk and increase the potential for returns. This includes foreign fixed-income funds, foreign equity funds, and various commodity funds. Another advantage of mutual funds is that they are managed by expert fund managers who oversee and handle your investments. In addition, most of these funds also hedge against foreign exchange rate risk.
