Services

We offer investment advisory services and a full range of wealth management solutions to help address all your financial needs and objectives.
We provide such services after carrying out risk profiling to assess the risk appetite of our clients.

Our Solutions

We deliver comprehensive wealth management advisory solutions to achieve long-term investment results. This is accomplished through our independent analysis and tailored advice.

Our experienced investment advisors conduct comprehensive risk profiling for each client and take the time to understand client needs in order to offer suitable and competitively priced solutions through our banking and product partners.

Investment Advisory

Corporate Finance Advisory and Arranging Credit

Our clients receive a range of financing solutions from our network of partner banks that help build their vision. We arrange credit and provide leveraging options for our clients through our banking partners.

  • Portfolio Leverage
  • Arranging Finance/Mortgage

FIND OUT MORE

Wealth Planning

Our wealth management services facilitate clients to receive bespoke services, drawing upon the expertise of our dedicated team of professionals in order to preserve, enhance and transfer wealth.

  • Life Insurance Solutions
  • Estate Planning and Succession Planning Solutions
  • Trust Services including dedicated trust companies to create flexible solutions in a variety of jurisdictions
  • Broad range of structures for wealth generation and preservation

FIND OUT MORE
Wealth Planning
Corporate Finance Advisory

Investment Advisory

We provide professional and reliable advice tailored to the financial goals of each client. Our team of experienced and professional investment advisors share timely and informed market insights to assist in portfolio creation, review, structuring, and implementation of various asset classes including:

  • Securities and Custody Platforms
  • Stocks, Fixed Income Securities, Forex, Mutual Funds, Commodities
  • Structured Products and Derivatives
  • Private Equity Investments
  • Fixed Deposits

FIND OUT MORE

Arranging Credit and Advising on Credit

We advise on credit and arrange credit facilities with a range of internationally reputed custodian banks. Our skilled team of relationship managers and partner banks will facilitate in:
  • Securities and Custody Platform
  • Arranging collateral
  • Assisting in financial planning for the client’s objectives.

Arranging Deals in Investments

We arrange customised investment solutions to meet our client’s investment objectives, and match their risk profile and investment time horizon.
  • Our client’s interests are prioritised for a transparent and results-focused investment portfolio that includes but is not limited to:
  • Securities and Custody Platform
  • Stocks, Fixed Income Securities, Forex, Mutual Funds, Commodities
  • Structured Products and Derivatives
  • Private Equity Investments
  • Fixed Deposits

Arranging Custody

We arrange world class banking platforms to hold client assets securely and independently through our network of established global institutions. Custody arrangement services are provided based on the need and choice of our client’s jurisdiction.

Our partners have been selected for their adherence to international best practice in risk management, compliance, control policies and procedures, providing access to private banking centres in Switzerland, Singapore, and the United Arab Emirates.

Advising on Financial Products

We utilize our broad range of expertise and access to robust market research to create financial products to match your needs. The assets and financial products we advise on include and are not limited to:
  • Securities and Custody Platform
  • Stocks, Fixed Income Securities, Forex, Mutual Funds, Commodities
  • Structured Products and Derivatives
  • Private Equity Investments
  • Fixed Deposits
  • Initial Public Offering and alternative investments

Corporate Finance Advisory & Credit Services

We arrange credit and provide leveraging options for our clients through our banking partners.
  • A holistic approach
  • Customised investment solutions based on risk appetite and investment horizon
  • High level of Accessibility through a dedicated Relationship Manager
  • More flexibility and faster solutions
  • Variety of products and competitive pricing

Our Approach

As your trusted financial partner, our goal is to enhance your wealth and ensure your peace of mind. We work with an open architectural model that enables us to provide you with:

  • A holistic approach
  • Customised investment solutions based on risk appetite and investment horizon
  • High level of Accessibility through a dedicated Relationship Manager
  • More flexibility and faster solutions
  • Variety of products and competitive pricing

External Asset Advisory Process