Business Wealth Management Services in Singapore

We listen and design our solutions to help you reach your business goals

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Business Succession Planning

What is worth building is definitely worth protecting. The business empire you've worked hard to build in your lifetime can continue to thrive even in your absence.

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Employee Benefit Schemes

We provide customised plans and options so that you can spend productive time growing your best talents to execute your corporate growth strategies with a peace of mind.

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Critical Personnel Protection

Your business success is often attributed to having the right key executives. And they have become akin to family. We provide solutions to protect the loss of any critical personnel - for their families and necessary corporate adjustments to cope with the loss of know-how and reputation of your business.

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Commercial Risk Transfer

Unfortunate events like property and stock damage, theft or liability can derail any business, large or small. We provide industry leading range of customised solutions to ensure that your reputation and resources are protected from these unforeseen situations.

Our Partners

With over 100 partners and a choice of more than 1,000 products, our platform allows our consultants to offer you personalised solutions that best fit your differing needs and wants in life. Early planning and preparation for life's unexpected moments are made possible with our panel of strategic partners.

17 Life Insurance Companies

  • AIA Singapore Private Limited
  • Aviva Ltd
  • AXA Insurance Pte Ltd
  • China Life Insurance (Singapore) Pte. Ltd.
  • China Taiping Insurance (Singapore) Pte. Ltd.
  • Etiqa Insurance Pte. Ltd.
  • Friends Provident International Ltd (Singapore Branch)
  • HSBC Insurance (Singapore) Pte. Limited
  • Life Insurance Corporation (Singapore) Pte Ltd
  • Manulife (Singapore) Pte Ltd
  • NTUC Income Insurance Co-Operative Limited
  • Quilter International
  • Singapore Life Pte. Ltd
  • Swiss Life (Singapore) Pte. Ltd.
  • Tokio Marine Life Insurance Singapore Ltd.
  • Transamerica Life (Bermuda) Ltd. (Singapore Branch)
  • Utmost Worldwide Limited.
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    26 General Insurance Companies

  • Aetna Insurance Company Limited (Singapore Branch)
  • AIA Singapore Private Limited
  • AIG Asia Pacific Insurance Pte. Ltd.
  • Allianz Global Corporate & Specialty SE Singapore Branch
  • Allied World Assurance Company Ltd
  • Aviva Ltd
  • AXA Insurance Pte Ltd
  • China Taiping Insurance (Singapore) Pte. Ltd
  • Chubb Insurance Singapore Limited
  • Cigna Europe Insurance Co S.A.-N.V., Singapore Branch
  • Delta Insurance Singapore Pte Ltd
  • Etiqa Insurance Pte. Ltd.
  • ERGO Insurance Pte. Ltd.
  • FWD Singapore Pte. Ltd.
  • Great Eastern General Insurance Limited
  • Great Eastern Life Assurance Co Ltd
  • HL Assurance Pte. Ltd.
  • Liberty Insurance Pte Ltd
  • MS First Capital Insurance Limited
  • MSIG Insurance (Singapore) Pte. Ltd.
  • NTUC Income Insurance Co-Operative Limited
  • QBE Insurance (Singapore) Pte Ltd
  • Raffles Health Insurance Pte. Ltd.
  • Sompo Insurance Singapore Pte. Ltd.
  • Tokio Marine Insurance Singapore Ltd.
  • Tokio Marine Life Insurance Singapore Ltd.
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    49 Fund Houses

  • Aberdeen Asset Management Asia Limited
  • Alliance Bernstein (Singapore) Limited
  • Allianz Global Investors Singapore Limited
  • Amanah Mutual Berhad
  • Amundi Singapore Limited
  • APS Asset Management Pte. Ltd
  • Aviva Investors Asia Pte. Limited
  • BlackRock (Singapore) Limited
  • BNP Paribas Investment Partners Singapore Limited
  • BNY Mellon Business Wealth Management Singapore Pte. Limited
  • Canaccord Genuity Wealth (International) Limited
  • Casa4Funds
  • CIMB Principal Asset Management (S) Pte. Ltd.
  • Credit Suisse Asset Management (Singapore) Limited
  • Deutsche Asset Management (Asia) Limited
  • Dimensional Fund Advisors Ltd
  • Eastspring Investments (Singapore) Limited
  • EFG Asset Management (UK) Limited
  • FIL Business Wealth Management (Singapore) Limited
  • Finexis Asset Management Pte Ltd
  • First State Investments (Singapore)
  • Franklin Templeton Investments
  • Fullerton Fund Management Company Ltd
  • HSBC Global Asset Management (Singapore) Limited
  • Invesco Asset Management Asia Limited
  • Janus Henderson Global Investor (Singapore) Limited
  • JPMorgan Asset Management (Singapore) Limited
  • Legg Mason Asset Management Singapore Pte. Limited
  • Lion Global Investors Ltd
  • Man Investments Limited
  • Manulife Asset Management (S) Pte Ltd
  • Matrix Alternative Investment Strategies
  • Matthews Asia
  • Maybank Asset Management Singapore Pte Ltd
  • Natixis Global Asset Management
  • Neuberger Berman Singapore Pte. Limited
  • Nikko Asset Management Asia Limited
  • NN Investment Partners
  • Old Mutual Global Investors (Asia Pacific) Limited
  • Phillip Capital Management (S) Ltd
  • PIMCO Asia Pte Limited
  • PineBridge Investments Singapore Limited
  • RHB Asset Management Pte. Ltd.
  • Schroder Business Wealth Management (Singapore) Ltd
  • SHK Fund Management Ltd
  • Templeton Asset Management Ltd
  • UBS Asset Management (Singapore) Ltd
  • UOB Asset Management Limited
  • Wells Fargo Funds Management
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    Platforms

  • iFAST Financial Pte Ltd
  • Navigator Investment Services Ltd

  • Strategic Partners

  • finexis Asset Management Pte Ltd
  • finexis advisory (HK) Ltd
  • Wills & Trust Companies

  • FortisWills Pte Ltd
  • Precepts Legacy Pte Ltd
  • Loans (Referral Arrangement)

  • CIMB Bank Berhad
  • DBS Bank Ltd
  • Malayan Banking Berhad (Maybank)
  • Oversea-Chinese Banking Corporation Limited (OCBC)
  • United Overseas Bank Limited (UOB)
  • Our Commitment

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    Fair Dealing

    We are committed to adhere to good market practices and treat our clients fairly.

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    Personal Data

    We take our responsibilities under Singapore’s Personal Data Protection Act 2012 (the “PDPA”) seriously and recognise the importance of proper management, protection and processing your personal data that you have entrusted to us.

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