Wealth Management

Your wealth management journey begins first by us listening to and understanding your personal story – your needs, your goals, your circumstances. No two stories are the same, and thus no two solutions are the same. At SingAlliance, you can expect a bespoke wealth protection solution and investment strategies that are truly tailored to your needs.

Just as the world is constantly evolving, so will your requirements and objectives. We are committed to building a lasting partnership with you, offering the best in class service driven by the highest standards of professionalism, integrity and confidentiality. 

Our wealth management model is governed by the strong relationship between you, our business partners and us. This unique structure sets the foundation for us to offer independent and unbiased advice with only your interests at heart.

Wealth Management Solutions

Discretionary Portfolio Management

Enjoy peace of mind and delegate your portfolio management to our experts to deliver superior long-term performance. Our discretionary portfolio management process is designed to help you pursue your financial goals while retaining complete transparency and visibility of your portfolio.

1. Determining the investment profile

We align your financial goals with the most suitable investment profile through a holistic and global understanding of your personal needs. This involves taking into consideration a myriad of factors such as your personal and financial situation, investment time horizon, risk tolerance and investment constraints.

2. Structuring and managing the portfolio

Once we have determined a suitable investment profile, SingAlliance’s team of experienced portfolio managers will implement the investment strategy guided by a rigorous and time-tested investment process. Your portfolio is monitored on a consistent basis and managed dynamically to constantly reflect our micro- and macro-economic forecasts, and tactical asset allocation.

3. Review

We understand your needs and priorities may change over time. You will receive ongoing personalised attention as we continually review your investment profile to ensure it aligns with your preferences and objectives. In addition, we conduct regular portfolio reviews as we work with you to stay on track to meet your goals.

1.
1. Determining the investment profile

We align your financial goals with the most suitable investment profile through a holistic and global understanding of your personal needs. This involves taking into consideration a myriad of factors such as your personal and financial situation, investment time horizon, risk tolerance and investment constraints.

2.
2. Structuring and managing the portfolio

Once we have determined a suitable investment profile, SingAlliance’s team of experienced portfolio managers will implement the investment strategy guided by a rigorous and time-tested investment process. Your portfolio is monitored on a consistent basis and managed dynamically to constantly reflect our micro- and macro-economic forecasts, and tactical asset allocation.

3.
3. Review

We understand your needs and priorities may change over time. You will receive ongoing personalised attention as we continually review your investment profile to ensure it aligns with your preferences and objectives. In addition, we conduct regular portfolio reviews as we work with you to stay on track to meet your goals.

Investment Advisory

Pilot your investments through our investment advisory mandate catering to active investors and allowing you to have overarching control over your portfolio. You will enjoy full support from our market specialists and benefit from their indispensable insights and recommendations curated to your investment goals and risk appetite. Stand assured that our experts are constantly monitoring and seeking to optimise your portfolio on an ongoing basis, ensuring your portfolio aligns with your objectives.