East West Investment Management: What Went Wrong?

East West Investment Management is a private investment office that manages assets on behalf of family offices, foundations, and high-net-worth Canadians. The company is a subsidiary of East West Bancorp, Inc., and acts as a Registered Investment Advisor. It offers fixed-income investment management services, specialising in constructing, actively managing, and closely monitoring bespoke portfolios. East West Investment Management provides a range of services, including wealth management, asset allocation strategies, portfolio analysis and monitoring, tax-advantaged investing, and risk management strategies.

East West Investment Management LLC is a Registered Investment Advisor

East West Investment Management specializes in constructing, actively managing, and closely monitoring bespoke portfolios for its clients. Their services include fixed-income investment management, with a focus on providing personalized investment plans. The company has a team of experienced professionals who offer full-stack applications and other services to meet the unique needs of their clients.

As a subsidiary of East West Bancorp, Inc., East West Investment Management LLC benefits from the support and resources of a larger financial institution. This allows them to provide a diverse range of investment services and expertise to their clients. The company's focus on fixed-income asset management makes it a specialized player in the investment advisory space.

East West Investment Management's approach to investment management is comprehensive. They work closely with their clients to understand their financial goals and create tailored investment strategies. By actively managing and monitoring portfolios, they aim to provide dynamic and responsive investment solutions. Their services cater to a specific segment of high-net-worth individuals and entities, allowing them to provide personalized attention and customized investment plans.

Overall, East West Investment Management LLC, as a Registered Investment Advisor, offers specialized investment advisory services to their clients. Their status as an accredited investor-exclusive firm positions them as a boutique investment advisor, catering to the specific needs of high-net-worth individuals and institutions.

It is a subsidiary of East West Bancorp, Inc

East West Investment Management LLC is a Registered Investment Advisor and a subsidiary of East West Bancorp, Inc. East West Bancorp is a publicly owned company with nearly $70 billion in assets as of December 31, 2023. The company's wholly-owned subsidiary, East West Bank, is the largest state-chartered bank in California as of 2023. East West Investment Management offers fixed-income investment management services.

East West Bancorp's East West Bank provides a range of financial services, including wealth management, asset allocation strategies, portfolio analysis and monitoring, tax-advantaged investing, and risk management strategies. The bank caters to both seasoned and first-time investors, offering personalized investment plans. With over 120 locations in the United States and Asia, East West Bank offers both retail and commercial banking services.

East West Investment Management, as a subsidiary, contributes to the broader East West Bancorp group by specializing in fixed-income asset management. This type of investment management typically involves investing in bonds, government securities, or other types of fixed-income instruments. By focusing on this area, East West Investment Management provides a specific service that complements the wider range of financial services offered by East West Bancorp and its East West Bank subsidiary.

The East West Bancorp group has a long history, with the East West Federal Bank (now East West Bank) founded in 1973 by F. Chow Chan, Betty Tom Chu, Richard K. Quan, Gilbert L. Leong, Philip Chow, John A. Nuccio, Christopher L. Pocino, and John M. Lee. The bank was established to serve the Chinese American community in Southern California. Over the years, East West Bancorp has expanded, both through organic growth and acquisitions, such as the $13.5 million acquisition of First Central Bank in 1999.

As a subsidiary of East West Bancorp, East West Investment Management benefits from being part of a larger financial institution with a strong presence in the market. This relationship provides access to resources, expertise, and a wider network, enabling East West Investment Management to better serve its clients and compete in the investment management industry.

The company offers fixed-income investment management services

East West Investment Management LLC, a subsidiary of East West Bancorp, Inc., is a Registered Investment Advisor that offers fixed-income investment management services. As a Private Investment Office, the company manages assets on behalf of Family Offices, Foundations, and High Net Worth Canadians.

East West Investment Management specializes in constructing, actively managing, and closely monitoring bespoke portfolios. Their fixed-income asset management services are tailored to meet the unique needs of their clients, ensuring that their investment plans are personalized and aligned with their financial goals.

The company's experienced professionals work closely with clients to understand their financial backgrounds, cultural contexts, and specific objectives. This personalized approach enables them to offer customized wealth management services, asset allocation strategies, and portfolio analysis and monitoring.

By leveraging the expertise of their multi-lingual Financial Consultants, East West Investment Management provides valuable insights and strategies for both personal wealth and business planning. Their fixed-income investment management services are designed to help clients make informed decisions, minimize risk, and maximize returns over the long term.

With a focus on fixed-income investments, East West Investment Management constructs portfolios that aim to provide stable and consistent returns, preserving and growing their clients' capital. Their disciplined approach to investment management involves rigorous analysis, active monitoring, and timely adjustments to adapt to changing market conditions.

East West Investment Management is a Private Investment Office

East West Investment Management specializes in constructing, actively managing, and closely monitoring bespoke portfolios. Their services include building full-stack applications and providing expertise in alternative credit investments.

To access the full range of services offered by East West Investment Management, one must be an accredited investor as defined by The Ontario Securities Commission. This accreditation requires individuals to meet specific criteria, such as a net income of over $200,000 in the current and preceding two calendar years or total net assets worth more than $5 million, including real estate.

The company is based in Pasadena, US, and has a team of employees dedicated to providing investment management services. Their website provides directions to their office and information about their employees.

Overall, East West Investment Management, as a Private Investment Office, offers a range of investment services tailored to the needs of their clients, with a focus on managing and monitoring bespoke portfolios for accredited investors.

It manages assets for Family Offices, Foundations, and High Net Worth Canadians

East West Investment Management is a Private Investment Office that manages assets for Family Offices, Foundations, and High Net Worth Canadians. The company was founded in 2009 by Richard Phillips and is registered with securities regulators as a Portfolio Manager, Investment Fund Manager, Commodity Trading Manager, and Exempt Market Dealer.

East West Investment Management specializes in constructing, actively managing, and closely monitoring bespoke portfolios for its clients. The company is a subsidiary of East West Bancorp, Inc. and acts as a Registered Investment Advisor. It offers fixed-income investment management services, providing investment plans personalized to the needs of its clients.

To access the full content of East West Investment Management's website and services, one must be an accredited investor as defined by The Ontario Securities Commission. This accreditation requires meeting specific criteria related to net income, net worth, or asset ownership.

The company's services include wealth management, asset allocation strategies, portfolio analysis and monitoring, tax-advantaged investing, risk management strategies, and alternative investment strategies. With a team of experienced Financial Consultants, East West Investment Management caters to both personal wealth and business planning needs, offering convenient access to investment portfolios through their Mobile App.

East West Investment Management's approach to managing assets for Family Offices, Foundations, and High Net Worth Canadians is characterized by its focus on customization, active management, and close monitoring of portfolios, ensuring that its clients' financial goals are met while preserving their legacy for future generations.

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