Private Wealth Management Services for Client Located in Singapore
Find Out How Our Financial Life Managers Help HNWIs Manage Their Wealth:
Our team of experienced private wealth management professionals creates a comprehensive investment and protection strategy for each client, ensuring optimal capital allocation that aligns with their best interests and secures their financial future. We build strong, long-lasting client relationships based on mutual trust, aiming for ongoing success.
Recognising the importance of effective risk management, we begin each mandate with a clear risk target, tailoring our strategies to your individual goals and risk tolerance. Our transparent, fixed, and client-focused fee structure guarantees that our financial life managers remain independent and unbiased, always acting in your best interest.
Our cutting-edge reporting systems deliver timely and accurate portfolio insights, while our services are upheld to the highest standards of regulatory oversight and safeguarded by rigorous protocols to ensure the security of your assets. As a trusted private wealth manager, we prioritise your financial well-being every step of the way.
Discover Our Private Wealth Management Services
Wealth management focuses on ensuring a stable future, achieving financial aspirations, and safeguarding your legacy. Managing wealth demands a thorough understanding of the economic situation of affluent clients. Therefore, our financial planning and wealth management strategies are exclusively tailored to address the unique requirements of each high-net-worth client.
Here are a few services provided by our private wealth management:
- Investment Management: Our wealth manager is here to assist you in crafting an investment strategy that aligns with your objectives and risk tolerance.
- Financial Planning: We are here to help you develop a comprehensive financial plan that encompasses your saving, investing, and spending objectives, along with strategies for retirement and significant life milestones.
- Tax Advice: We offer insights on structuring your finances to reduce tax liability.
Testimonials
What our clients say
I’m glad to have contacted Expat Wealth At Work for help with my financials for exiting Hong Kong. They are very professional and knowledgeable. I really appreciate the honest and transparent financial advice that they provided me. I didn’t feel stressed in any way to taking on any of their financial solutions. On the operational side, they keep their eyes on the ball to ensure timely execution. Thank you so much!
I have known Expat Wealth At Work for a few years now and in that time they have provided exceptional guidance that significantly improved my financial outlook. Their in-depth knowledge and personalised approach demonstrated a genuine commitment to understanding my unique financial goals. Their insightful advice not only optimized my investment portfolio but also enhanced my overall financial well-being, earning my trust and confidence in their expertise.
Expat Wealth At Work helped me out. They are extremely helpful and have an amazing ability to explain complicated finances in layman’s terms so that even I can fully comprehend them. Despite the fact that there was a 7-hour time difference between us, they also went out of their way to accommodate me at meetings that matched my schedule. Highly recommended.
Most frequent questions and answers
High Net Worth Wealth Management FAQ
A comprehensive, top-tier financial service, wealth management for high-net-worth individuals, assists wealthy people in managing their finances and achieving their goals in the short and long term. The wealth management advisors of our firm can help you with estate planning, investment guidance, retirement planning, and more.
Investment management, financial planning, tax advice, estate planning, retirement planning, risk management, and asset protection are among the services that top wealth management firms in Singapore usually provide. Speak with one of our financial advisors to learn more about all of our services and get suggestions based on your objectives and financial status.
Working with one of the best wealth management companies in Singapore means that they will be aware of the special requirements of high-net-worth individuals (HNWIs) and provide highly personalised services, such as multi-generational wealth transfer planning, access to exclusive investment opportunities, personalised risk assessment, and bespoke investment strategies.
For High Net Worth Individuals (HNIs) in Singapore, wealth management generally offers significant tax benefits. Wealth managers, particularly for expatriates or HNWIs, can offer guidance on worldwide tax legislation, tax-efficient investment strategies, and adherence to international tax rules.
You need to understand the cost structure when working with a wealth management company to achieve your financial objectives. The three types that are most common are performance-based fees, flat yearly fees, and asset-based fees, which take into account the proportion of assets under management. Before taking any steps, it is crucial to comprehend the fee structure and other expenses.
Online and available 24/7
Contact Us
Contact is the cornerstone of all our efforts. We focus on helping expatriates and high-net-worth individuals reach their financial goals while promoting growth and efficient management of their wealth.