Private Wealth Management Services in Singapore

We listen and design our solutions to maintain client confidentiality

Our Services

Personal Wealth Management Business Wealth Management Private Wealth Services Islamic Wealth Services

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Cross Border Wealth Management

Your business is cross-boundary, so should your wealth management resources and plans. finexis Private Wealth Services (PWS) works with globalised private banks and family offices to help you manage your wealth across various countries and jurisdication.

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High Net Worth Capital Preservation & Asset Protection

We assist in protecting your family assets from erosion from the risk of unexpected events, such as regulatory changes, lawsuits, or other threats like out-of-court settlements. Our range of specialised services includes setting up of trusts and foundations, and managing donations.

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High Net Worth Wealth Accumulation Planning

At finexis, our platform provides you global access to exclusive wealth products and services and specialised investment portfolios to help build your wealth. Talk to our Private Wealth Managers for bespoke solutions to cater to your unique needs.

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Global Wealth Planning

We work with various private banks to help you manage wealth distributed across various countries.

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.

19 Life / Group Insurance Companies

  • AIA Singapore Private Limited
  • Allianz Insurance Singapore Pte. Ltd.
  • China Life Insurance (Singapore) Pte. Ltd.
  • China Taiping Insurance (Singapore) Pte. Ltd.
  • Etiqa Insurance Pte. Ltd.
  • Friends Provident International Limited (Singapore Branch)
  • FWD Singapore Pte. Ltd.
  • HSBC Life (Singapore) Pte. Ltd.
  • Income Insurance Limited
  • Life Insurance Corporation (Singapore) Pte. Ltd.
  • Manulife (Singapore) Pte. Ltd.
  • Monument International Life Assurance Company Limited (Singapore Branch)
  • Raffles Health Insurance Pte. Ltd.
  • Singapore Life Ltd.
  • Sun Life Assurance Company of Canada Singapore Branch
  • Swiss Life (Singapore) Pte. Ltd.
  • Tokio Marine Life Insurance Singapore Ltd.
  • Transamerica Life (Bermuda) Ltd. (Singapore Branch)
  • Utmost International Isle of Man Limited Singapore Branch
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    32 General / Group Insurance Companies

  • AIA Singapore Private Limited
  • AIG Asia Pacific Insurance Pte. Ltd.
  • Allianz Global Corporate & Specialty SE Singapore Branch
  • Allianz Insurance Singapore Pte. Ltd.
  • Allied World Assurance Company, Ltd, Singapore Branch
  • APRIL Singapore Pte. Ltd. (Liberty Insurance)
  • Bupa Insurance Services Limited (Raffles Health Insurance)
  • China Taiping Insurance (Singapore) Pte. Ltd.
  • Chubb Insurance Singapore Limited
  • Cigna Europe Insurance Company S.A.-N.V. Singapore Branch
  • Delta Underwriting Pte Ltd
  • ERGO Insurance Pte. Ltd.
  • Etiqa Insurance Pte. Ltd.
  • FWD Singapore Pte. Ltd.
  • GMC Services (Asia-pacific) Pte. Ltd. (Tokio Marine Life Insurance)
  • Great American Insurance Company
  • Great Eastern General Insurance Limited
  • HL Assurance Pte. Ltd.
  • HSBC Life (Singapore) Pte. Ltd.
  • Income Insurance Limited
  • Liberty INSURANCE PTE LTD
  • Liberty Specialty Markets Singapore Pte. Limited
  • MS First Capital Insurance Limited
  • MSIG Insurance (Singapore) Pte. Ltd.
  • Now Health International (Singapore) Pte. Ltd. (Sompo Insurance)
  • QBE Insurance (Singapore) Pte. Ltd.
  • Raffles Health Insurance Pte. Ltd.
  • Singapore Life Ltd.
  • Sompo Insurance Singapore Pte. Ltd.
  • The Great Eastern Life Assurance Company Limited
  • Tokio Marine Insurance Singapore Ltd.
  • Tokio Marine Life Insurance Singapore Ltd.
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    100 Fund Houses

  • abrdn Asia Limited
  • Aggregate Asset Management Pte. Ltd.
  • AllianceBernstein (Singapore) Ltd.
  • Allianz Global Investors Singapore Ltd
  • Allspring Global Investments (Singapore) Pte. Ltd.
  • Alquity Investment Management Limited
  • Amundi Singapore Limited
  • Apollo Capital Management Pte. Ltd.
  • AR Capital Pte. Ltd.
  • Ascalon Capital Pty Ltd
  • Ashoka WhiteOak Capital Pte. Ltd.
  • ASK Capital Management Pte. Ltd.
  • Aura Group (Singapore) Pte. Ltd.
  • Aviva Investors Asia Pte. Ltd.
  • AXA Investment Managers Asia (Singapore) Ltd.
  • Baillie Gifford Asia (Singapore) Private Limited
  • Banjaran Asset Management Pte. Ltd.
  • Barclays Investment Managers
  • Baring Asset Management (Asia) Limited
  • BIMB Investment Management Berhad
  • BlackRock (Singapore) Limited
  • BNP Paribas Asset Management Singapore Limited
  • BNY Mellon Investment Management Singapore Pte. Limited
  • Canaccord Genuity Wealth (International) Limited
  • Capital Group Investment Management Pte. Ltd.
  • Carne Global Fund Managers (Luxembourg) S.A.
  • Cohen & Steers
  • Colchester Global Investors (Singapore) Pte. Ltd.
  • CPR Asset Management
  • CSOP Asset Management Pte. Ltd.
  • Dimensional Fund Advisors Pte. Ltd.
  • DWS Investments Singapore Limited
  • E Fund Management (HK) Co. Limited
  • Eastspring Investments (Singapore) Limited
  • EFG Asset Management (Singapore) Pte. Ltd.
  • FIL Investment Management (Singapore) Limited
  • Finexis Asset Management Pte. Ltd.
  • First Degree Global Asset Management Pte. Ltd.
  • First Sentier Investors (Singapore)
  • Fountainhead Partners Asset Management Pte. Ltd.
  • Fullerton Fund Management Company Ltd.
  • Fundsmith LLP
  • GMO Singapore Pte. Limited
  • Goldman Sachs (Singapore) Pte.
  • Guinness Asset Management Ltd
  • H2O Asset Management LLP
  • Hamilton Lane Advisors, L.L.C.
  • Hawthorne Asset Management
  • Helicap Investments Pte. Ltd.
  • HSBC Global Asset Management (Singapore) Limited
  • iFAST Financial Pte. Ltd.
  • IFS Asset Management Private Limited
  • Income Insurance Limited
  • Invesco Asset Management Singapore Ltd
  • Janus Henderson Investors (Singapore) Limited
  • JPMorgan Asset Management (Singapore) Limited
  • Jupiter Asset Management (Asia) Private Limited
  • Kotak Mahindra (UK) Limited (Singapore Branch)
  • Legg Mason Asset Management Singapore Pte Ltd
  • Lion Global Investors Limited
  • M&G Investments (Singapore) Pte. Ltd.
  • MA Investment Management Pty Ltd
  • Man Umbrella SICAV
  • Manulife Investment Management (Singapore) Pte. Ltd.
  • Matthews Asia Funds
  • Maybank Asset Management Singapore Pte. Ltd.
  • Mirae Asset Securities (Singapore) Pte. Ltd.
  • Momentum Global Investment Management
  • Nanjia Capital SAC Limited
  • Natixis Investment Managers Singapore Limited
  • Neuberger Berman Singapore Pte. Limited
  • Nikko Asset Management Asia Limited
  • Ninety One Singapore Pte. Limited
  • Nippon Life India Asset Management (Singapore) Pte. Ltd.
  • NN Investment Partners B.V.
  • Nomura Asset Management Singapore Limited
  • Nordea Asset Management Singapore Pte. Ltd.
  • Pecora Capital
  • Phillip Capital Management (S) Ltd
  • PIMCO Asia Pte Ltd
  • PineBridge Investments Singapore Limited
  • Pinnacle Capital Asia Private Limited
  • Prime Asia Asset Management Pte. Ltd.
  • Principal Asset Management (S) Pte. Ltd.
  • Raintree Asset Management Pte. Ltd.
  • RHB Asset Management Pte. Ltd.
  • Schroder Investment Management (Singapore) Ltd.
  • Sundaram Asset Management Singapore Pte. Ltd.
  • Superfund Financial (Hong Kong) Ltd
  • T. Rowe Price Singapore Private Ltd.
  • Templeton Asset Management Ltd
  • Threadneedle Investments Singapore (Pte.) Limited
  • Tritium
  • UBS Asset Management (Singapore) Ltd
  • UOB Asset Management Ltd
  • UTI International (Singapore) Private Limited
  • Value Partners Asset Management Singapore Pte. Ltd.
  • Victory Asset Management AG
  • Wellington Management Singapore Pte. Ltd.
  • Winfield Global Capital Pte Ltd
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    Investment Platforms

  • iFAST Financial Pte. Ltd.
  • GROW with Singlife (Navigator)
  • Phillip Securities Pte Ltd
  • UOB Kay Hian Private Limited

    • Strategic Partners

  • finexis Asset Management Pte Ltd
  • finexis advisory (HK) Ltd

    • Wills & Trust Companies

  • FortisWills Pte Ltd
  • Kensington Trust Singapore Limited
  • PreceptsGroup International Pte Ltd
  • Riverside Trustees Limited

    • Mortgage options from 16 banks via Redbrick

  • Bank of China Limited
  • Bank of Singapore Limited
  • CIMB Bank Berhad
  • Citibank Singapore Limited
  • DBS Bank Ltd.
  • Hong Leong Finance Limited
  • HSBC Bank (Singapore) Limited
  • Maybank (Singapore) Limited
  • Oversea-Chinese Banking Corporation Limited (OCBC)
  • Post Office Savings Bank (POSB)
  • RHB Bank Berhad
  • State Bank of India (SBI)
  • Standard Chartered Bank (Singapore) Limited
  • Sing Investments & Finance Limited
  • Singapura Finace Ltd
  • United Overseas Bank Limited (UOB)

    • 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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