Licensed by Securities Commission of Malaysia, BH Global Advisers Sdn Bhd has a strong presence in the local capital markets since 2001. As an independent investment advisory and research house, our aspiration is to share the robust and proprietary insights with clients wherever they are in the investment process. We offer a variety of solutions to meet clients’ needs, including acting as an outsourced investment office. With high commitment to independence since the beginning, we are motivated only by what is best for our clients. Our clients trust the experience, leadership and integrity of our investment professionals.
BH Global Advisers Sdn Bhd is a fee-only investment advisory firm, offering a diverse range of strategies not limited to the local markets but also tailored to global perspective.
Previously called Business Hub Sdn Bhd, the company was founded by James Yeap Hin Ka in May 1994. In 2000, Dato’ Rozali Isohak joined the company to bring about the creation of a formal investment advisory company seeking to tap the growing opportunities available in both global and local capital markets. The company was awarded the license of investment advice by the Securities Commission Malaysia in December 2001. In October 2002, the company name was officially changed to BH Global Advisers Sdn Bhd.
In September 2020, James left to set up BH Global Fintech Solution Sdn Bhd, a digital investment manager licensed by the SC. The new company offers robo advisory services under the brand name of Airo. While James has relinquished his directorship at BH Global Advisers, his aspiration has always been in the investment advisory business as he remains as the major shareholder of the company. In fact, the company will continue to expand and strive to provide the best support to its clients and business partners. Having years of experience in developing customized investment solutions for various financial professionals in the industry, BH Global Advisers will act as the research arm to the newly set up robo adviser.
Investment research is of the utmost importance to us. We use both fundamental and technical analysis in the process of screening for investment or market opportunities. Our research team combines disciplined, quantitative and qualitative procedures to conduct risk-reward analysis as well as to make investment recommendations.
We strongly believe investment alpha can be generated through asset selection and actively managed strategies. Having fundamentally solid underlying investments as core assets and a dynamic asset allocation approach enable us to extract additional returns with lower risks as we fine-tune strategies according to changes in market conditions. We are taking a longer term perspective with general disregard for short term market gyrations.
Our objective is to provide value-added solutions for investors seeking quality advices on their investment portfolios. As an independent adviser, we pride ourselves on delivering unbiased and impartial professional views. Instead of earning commissions from selling investment products, which could give rise to conflict of interest, our revenue is solely generated from fees paid directly by our clients.
Our services cover investment planning, strategy formulation and portfolio designing for individuals, institutional investors and investment professionals. Custom made with both global and local needs, we employ a comprehensive list of investment tools ranging from equities, fixed income and commodity related assets. Our advisory services and research work are well received as the “outsourced solutions” for many fellow capital market practitioners running investment offices in the industry.
We offer non-discretionary portfolio management solutions for investors looking for more personalized services. Through this service, we assist clients to invest, review and rebalance the investment portfolios without having to take custody of their funds.
We currently do not have any vacancies, however we are constantly expanding and positions may become available in the near future.