As an Independent Asset Manager (IAM), we work on your behalf with external financial institutions. By first understanding your needs, risk tolerance and investment objectives, we will develop an individualized investment and asset allocation strategy.

We can act on either a Discretionary or Advisory basis, depending on your personal preferences. An Investment Mandate Agreement will set out the boundaries and objectives to ensure alignment and clarity between the client and the IAM.

As your IAM, we provide unbiased advice and are independent of other financial institutions such as banks as we represent only the client’s interest. We also act as your single point of contact with multiple private banks and provide access to a broader range of investment opportunities that may not be typically available to individual investors. Essentially, we act as your dedicated investment manager and provide clients the opportunity to leverage the research, platform, and resources of a professional investment firm. 

Our Alternative Investments services focus on investment opportunities outside traditional stocks and bonds. These include asset classes such as private equity, venture capital, real estate, hedge funds. They will be ideal for clients who are able to allocate some capital to these opportunities which may require a certain lock up period but are potentially able to provide higher returns in exchange. While such investments are typically longer term in nature, they can provide diversified investment options and mitigate the impact of market volatility on an investment portfolio.

Our in-house investment team screens through all potential opportunities and conduct extensive research and due diligence. We mitigate the risk of investing in alternative asset classes by pursuing strategy and geographical diversification to minimize correlation with traditional asset classes. Post-investment, our team will actively monitor the progress of the investment to ensure they stay on track.

Our Legacy Planning platform covers a range of services to meet the current and future needs of our clients and their families. The goal of this platform is to ensure wealth preservation and smooth succession according to the intent of the client. This is accomplished through the use of insurance solutions, family trusts, tax planning and the creation of governance frameworks for effective estate planning.

Part of this platform will also focus on building social capital through areas such as art, philanthropy, sustainability, and wealth education for the next generation to ensure they are equipped to take the family legacy to greater heights.