The New Standard
in Wealth Management
Protect your family's wealth for generations with unbiased and independent professionals who work only for you
We Worry About Your Family's Wealth, So You Don't Have to
After building their family's wealth over decades, sometimes spanning several generations, our clients are keen to see what else life has to offer them. We help make that happen.
A STRATEGIC PARTNER TO SINGLE FAMILY OFFICES
With the full suite of our Single Family Office incubation services, as well as under our Outsourced CIO function, we are a platform for Ultra-High Net Worth individuals and families to plug into our ecosystem.
This gives leaner SFOs access not just to a team of experienced investment professionals and fund management capabilities, but also office space, tech solutions, infrastructure and a wide array of third party service providers.
Perhaps more importantly, they get access to deal-flow from our institutional relationships and from being a part of the broader community here at WMA.
DIVERSE NETWORK OF INSTITUTIONAL SERVICE PROVIDERS
We manage financial assets with more than 20 private banks and custodians, across 8 different jurisdictions.
In the course of advising families on their intergenerational wealth transmission, we also work with a wide pool of trust companies, law firms, fund administrators, tech service providers and tax advisors.
We have extensive relationships with fund managers, giving us unique opportunities otherwise unavailable to most private banking clients.
Together, this wide network of institutional relationships helps us ensure fair pricing from our third-party providers.
FULLY LICENSED IN SINGAPORE
We hold a Capital Markets Services License issued by the Monetary Authority of Singapore since 2016.
We are regulated under Singapore's Securities & Futures Act for Fund Management and the Financial Advisers Act for Investment Advisory and Analysis.
PROVIDER OF PRIVATE FUND SOLUTIONS
Being experienced in the establishment of fund vehicles under Singapore's Variable Capital Company (VCC) regime, we also act as a single port of call for sophisticated investors wishing to develop a bespoke investment vehicle that offers security, transparency, fiduciary responsibility and flexibility, all under the auspices of Singapore's vaunted rule of law for your peace of mind.
We help you to navigate and coordinate the complicated legal, corporate services, fund administration, tax advisory, audit, brokerage, and banking aspects of a new fund's establishment, before we step in as your fund manager guided by your desired custom investment strategy. And with our extensive relationships with these service providers, we are confident of offering top-shelf service standards at competitive prices.
FAR-REACHING GLOBAL NETWORK OF CLIENTS
Our over 50 clients, being anchor families or private clients, come from Belgium, China, France, India, Indonesia, Luxembourg, Malaysia, the Netherlands, the Philippines, the United Arab Emirates, the United Kingdom, Vietnam, and of course Singapore.
They have regional and industry experience that is extraordinarily broad, including commodities, property, private equity, luxury retail, F&B, renewable energies, food manufacturing, tech startups (and many more), and as such greatly contribute to make our investors' Alliance collectively savvier.
We are never paid by anyone but you, so we are always on your side
The financial advisory industry is broad, and there are firms of every stripe that claim to act purely in the best interests of the client. That said, the mere fact that many of our peers are compensated by their business partners - be they banks, fund managers, distributors or any other financial services firm - raises questions as to how unbiased their advice could really be. Some of our peers even sell this as a positive, saying that this allows them to charge the client next to nothing.
We decided to take a completely different approach.
We wanted to be fully and 100% on the side of the client, and to provide advice that is unswayed by extrinsic motivations unrelated to the client's best interests. We wanted to avoid anything that even raises the possibility of a conflict of interest.
How? Simple. We are paid only by you, the client. When you do well, we do well. When we make bad calls that hurt your portfolio, we flounder with you. We'll think twice about putting you into high-cost investments because that hurts us too (as opposed to others who might actually profit precisely because of the high fees levied). You'll never have to wonder whether our advice was in any way tainted.