Private Wealth Management Services in Singapore

We listen and design our solutions to maintain client confidentiality

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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.

18 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.
  • 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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    27 General / Group 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
  • Allianz Insurance Singapore Pte. Ltd.
  • Allied World Assurance Company, Ltd, Singapore Branch
  • China Taiping Insurance (Singapore) Pte. Ltd.
  • Chubb Insurance Singapore Limited
  • Cigna Europe Insurance Company S.A.-N.V. Singapore Branch
  • Delta Underwriting Pte Ltd
  • Etiqa Insurance Pte. Ltd.
  • ERGO Insurance Pte. Ltd.
  • Great American Insurance Company
  • Great Eastern General Insurance Limited
  • HL Assurance Pte. Ltd.
  • HSBC Life (Singapore) Pte. Ltd.
  • Income Insurance Limited
  • MS First Capital Insurance Limited
  • MSIG Insurance (Singapore) Pte. Ltd.
  • 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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    48 Fund Houses

  • abrdn Asia Limited
  • AllianceBernstein (Singapore) Ltd.
  • Allianz Global Investors Singapore Limited
  • Amundi Singapore Limited
  • APS Asset Management Pte Ltd
  • Aviva Investors Asia Pte. Limited
  • BlackRock (Singapore) Limited
  • BNY Mellon Investment Management Singapore Pte. Limited
  • Canaccord Genuity Wealth (International) Limited
  • Deutsche Asset Management (Asia) Limited
  • Dimensional Fund Advisors Pte. Ltd.
  • DWS Investments Singapore Limited
  • Eastspring Investments (Singapore) Limited
  • FIL Investment Management (Singapore) Limited
  • Finexis Asset Management Pte. Ltd.
  • First Sentier Investors (Singapore)
  • Franklin Templeton Investments
  • Fullerton Fund Management Company Ltd.
  • Goldman Sachs Asset Management (Singapore) Pte. Ltd.
  • H2O AM Asia Pte. Ltd.
  • HSBC Global Asset Management (Singapore) Limited
  • iFAST Financial Pte. Ltd.
  • Janus Henderson Investors (Singapore) Limited
  • JPMorgan Asset Management (Singapore) Limited
  • Jupiter Asset Management (Asia) Private Limited
  • Lion Global Investors Limited
  • Man Investments Limited
  • Manulife Investment Management (Singapore) Pte. Ltd.
  • Matthews Asia
  • Maybank Asset Management Singapore Pte. Ltd.
  • Natixis Investment Managers Singapore Limited
  • Neuberger Berman Singapore Pte. Limited
  • Nikko Asset Management Asia Limited
  • NN Investment Partners (Singapore) Ltd.
  • Ostrum Asset Management
  • Phillip Capital Management (S) Ltd
  • PIMCO Asia Pte Ltd
  • PineBridge Investments Singapore Limited
  • Principal Asset Management (S) Pte. Ltd.
  • RHB Asset Management Pte. Ltd.
  • Schroder Investment Management (Singapore) Ltd.
  • Templeton Asset Management Ltd
  • Threadneedle Investments Singapore (Pte.) Limited
  • UBS Asset Management (Singapore) Ltd
  • UOB Asset Management Ltd
  • Value Partners Asset Management Singapore Pte. Ltd.
  • Wells Fargo Funds Management
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  • 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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