Typical Investor

Our widest selection of investments products are available to the following types of investor:

i) Individuals with personal net assets in excess of SGD2 million including property; OR
ii) Individuals with an income in excess of SGD300,000 in the past 12 months

Typical clients might include:

  • Families accumulating towards their financial goals, typically requiring an holistic plan and approach across all of their assets (property, cash, pensions and other investments). Assistance with putting cash to work to fill in gaps in their life and financial goals, and prepared to start an investment of greater than SGD500,000.
  • Those nearing retirement with more than SGD 2 million to invest and want a safe and reliable income stream in retirement than ensures they never run out of money.
  • Our experience is that families with SGD2-20 million of investable assets are likely to find our approach more favourable than most private banks due to our focus on clients, planning and advice, and low-cost academically proven investment implementation.

If you are based outside of Singapore then please contact us to see if we can help. To pass the stringent Singapore enhanced customer due diligence regulations we are required to be selective, but will always try to help where possible.

Please note:

  • Figures are in Singapore Dollars (SGD) for indicative guidance - please use these to work out your currency equivalent.
  •  The above is a general guide - if you don't meet these criteria then still get in touch as we might still be able to help.