INDIVIDUALS & FAMILIES
INVESTMENT & WEALTH MANAGEMENT
You work hard for your money. Don't give it the pleasure of sitting idle... Let your money work equally hard for you. We manage your wealth by investing in top award winning funds, and provide you access to the widest global opportunities found in equity, fixed income, multi asset, quantitative and alternative strategies as well as Shariah compliant solutions.
PROTECTING MY FAMILY'S INCOME & WEALTH
Expect the worst, hope for the best. Plan for all eventualities, especially the biggest ones.
A major critical illness or disability could destroy your career or business, and your income that you have worked so hard for.
Ask us how we can help you protect your family, and look after their needs with our range of insurances for life, critical illness, total and permanent disability, medical all to our specialized plans.
PROTECTING MY FAMILY'S ASSETS
You have worked hard to accumulate all of your family's assets, too hard to just ignore the problems that could take it all away. Let us help you implement the perfect asset and creditor protection plans so that you can sleep easy at night.
This is because protecting your assets is as important as acquiring them in the first place.
Ask us how we use mortgage and loan protection, insurance and trust planning in some of the strategies for our clients.
ESTATE & LEGACY PLANNING
Get peace of mind that your family will be cared for financially when you are no longer around. Especially if they are still too young, or unable to care for themselves due to special needs.
Create a fund to help loved ones, support the charity close to your heart or ensure your wealth will be distributed exactly as how you want it.
We will help you create the ideal plan for your family and your legacy.
PREMIER & ADVISORY SERVICES
We aim to manage all the parts of your life you don't want to so that you can focus on the ones you want.
Hence, our premier concierge services are here to handle any of your needs.
On top of that, our advisors and partners are trusted to advise on a full range of international and offshore insurances, investments, financing and financial planning needs.