We offer operations support and custodian service for Trustees, Fund Administrators and Asset Managers. Our experienced operations team specializes in providing bespoke solutions to cater for the differing needs of nominee administrators.
Together, we can provide services and solutions for the entire wealth management life cycle across customer acquisition, profiling, financial planning, portfolio management, asset rebalancing, risk and compliance management and reporting.
Our trade processing and back-office practice offers integrated technology and operations solutions in custody, corporate actions, reconciliation, trade and data management.
Unbiased and holistic wealth management.
Individually tailored solutions to meet your needs.
Added value by way of experienced, professional and trusted advisors.
We believe that every customer is unique, each with their own special aspirations and objectives. Our advisors are therefore trained to listen and will be pleased to provide you with foresights on investments and portfolio management that cater to your individual needs and goals.
Building wealth should be a simple and enjoyable experience. Being caring professionals, we manage client assets with diligence and integrity, using our experience to guide you. By treating clients with our greatest respect, we strive to deliver the highest level of attention and trust.
When you call us, we know who you are.
From exchange traded securities to tailored investment solutions, our clients can have access to an enormous variety of asset classes available in popular currencies. You are thus assured that there will be suitable products that can fit your risk appetite and achieve your personalized investment strategy.