A Legacy of Financial Excellence
In an exclusive interview with Malaysian Investment Review, Tan Sri Ong Leong Huat, Chairman of OSK Holdings, shared the group's vision:
"We've evolved from a modest brokerage house to a full-fledged financial ecosystem because we understand that real wealth creation requires both opportunity and guidance."
The group's market position by numbers:
- RM4.8 billion in assets under management
- 28 subsidiaries across 7 business pillars
- 62% CAGR growth in wealth management since 2018
- 150,000+ clients served annually
Comprehensive Financial Solutions
1. Investment Banking (OSK Investment Bank)
- Services:
- Equity capital markets
- Corporate advisory
- Debt securities
- Milestones:
- Led 12 IPOs in 2023
- RM9.2 billion deals facilitated
2. Wealth Management (OSK Wealth International)
- Offerings:
- Portfolio management
- Estate planning
- Shariah-compliant investments
- Performance:
- 15% average annual returns (5-year)
- 98% client retention rate
"Our personalized approach helps clients navigate market cycles," explained Ms. Sarah Lim, Head of Private Banking.
Property & Strategic Investments
OSK Property's Flagship Developments:
🏙️ 28@SKY (Johor's tallest residential tower)
🏡 Ara Damansara (200-acre integrated township)
🏢 PJ Midtown (Transit-oriented commercial hub)
Strategic Holdings Include:
- Pacific Mutual Fund (ASEAN's top performer)
- Symphony Life (Premium lifestyle developer)
Digital Transformation
OSK's FinTech 2025 Roadmap features:
📱 AI-powered robo-advisory platform
📊 Blockchain-based asset tracking
💳 Digital onboarding (5-minute approval)
🤖 24/7 virtual relationship managers
"Our app now handles 65% of transactions," revealed Mr. Raj Patel, Chief Digital Officer.
Financial Performance
FY2023 Highlights
- Revenue: RM1.25 billion (+18% YoY)
- ROE: 15.2% (industry average: 11%)
- Dividend Yield: 4.8%
- AUM Growth: 22% annually
Growth Strategy
- ASEAN wealth management expansion
- REITs and alternative investments
- ESG-focused portfolio development
Investor Education Initiatives
OSK Financial Academy Programs:
🎓 Beginner to advanced trading courses
📈 Monthly market outlook seminars
💼 Women investor mentorship
🧑🎓 University investment competitions
"We've trained 25,000 retail investors since 2020," stated Mr. Ahmad Faisal, Education Director.
Awards & Recognition
🏆 Best Investment Bank Malaysia 2023
🏆 Wealth & Asset Manager of the Year
🏆 Digital Innovation Awards - Financial Services
Overcoming Market Challenges
Adapting to financial landscapes through:
- Volatility Management: Dynamic asset allocation
- Regulatory Changes: Proactive compliance
- Competition: Niche market specialization
"Our research team provides the edge with proprietary analytics," noted Ms. Chen Li Ling, Chief Investment Officer.
Expert Perspectives
Datuk Seri Shahril Azman, Securities Commission:
"OSK's balanced approach between innovation and risk management exemplifies Malaysia's maturing financial sector."
Professor Dr. Lim Kim Hong, Finance Academic:
"Their integrated model from capital markets to wealth management creates unique value for investors."
Future Vision
Upcoming initiatives:
- Digital assets platform
- Sustainable investment products
- Regional private equity funds
Conclusion: Your Partner in Wealth Creation
With six decades of trust and forward-looking solutions, OSK Holdings continues to be the preferred partner for Malaysians building lasting financial legacies.
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