Portfolio Management

As owner of the core lending products across the Global Corporates and Financial Institutions businesses, the Portfolio Management team, in conjunction with the Asia Client Relationship teams and Product Partners, work to ensure the appropriate loan products and pricing solutions can be provided to our North American customers.

The team works very closely with the Asia based Portfolio Management function to ensure a consistent and aligned approach is taken in our offerings across the Group. This linkage allows the US Client Relationship teams to draw on expertise across the entire Commercial Banking product suite which ensures that our customers are provided with solutions tailored specifically to their requirements.

The primary loan products offered in Asia are:

• Term loan facilities
• Revolving credit facilities
• Trade finance & standby letters of credit
• Standby liquidity facilities

The presence of a local Asia based Portfolio Management function ensures that we can rapidly assist the Asia Client Relationship teams in the assessment of lending proposals with their clients whist providing a single point of access to tap the Allis Bank product platform in Asia.

Contact our Portfolio Management Specialist

Steve Bedwell, Head of Portfolio Management