We provide wealth management solutions to wealthy family with a multi-generation approach. We deliver a tailor-made experience, with outstanding attention to detail to create a solid strategy for you and your family’s future. Our relationships with reputable
private banks and strategic partners in Singapore offer the full array of wealth management solutions to achieve your goals.
We also work with international insurance companies to provide you
with the access to life insurance for your family and future of the next generations.
We aim to provide professional fund management expertise and infrastructure to give you exposure to financial markets via the Singapore Variable Capital Company (VCC), a corporate structure tailored for investment funds.
You delegate the investment decisions to our experts upon setting out the risk profile we agreed on. A robust portfolio is our priority, and we actively analyse the markets to manage your portfolio based on your risk profiles, investment horizon and investment strategy and within the regulatory framework we set out together with you.
With our investment advisory services, we strive to offer unbiased tailor-made solutions that best suits your investment needs and objectives, but ultimate decision lies with you.
With our knowledge, experience and network with professionals, we strive to offer solid fund set up, including 13R/13X tax exemption application and fund management service for you.
VCC is a new vehicle tailor-made for investment funds that introduced in Singapore in January 2020.
Partnering with reputable private banks as custodians for client assets, we provide wealth advisory to clients.
One key advantage of using an EAM is the assurance of independence. RMs are generally paid a fixed percentage
management fee, which means they are incentivized to deliver consistent and solid results, rather than being paid through commission on additional products or moving portfolios between providers. This helps to ensure EAMs deliver a
higher level of stability than traditional investment advisors. EAMs also offer flexibility and a highly personalized client service. EAMs can suggest a wider range of diversification options than a traditional bank, including alternative
investments, lending solutions and customized structured products. With full independence and an overview of different service providers across various custodian banks, asset management, securities, EAMs can also provide high quality
strategic advice on choosing between products and solutions and offer asset allocation advice that, first and foremost, benefits the client.
