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Shaping The Life You Want Through Comprehensive Wealth Management

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PERSONAL FINANCIAL REVIEW

INSURANCE PORTFOLIO REVIEW

INVESTMENT PORTFOLIO OPTIMISATION

MORTGAGE LOAN REVIEW

 

20 LIFE / GROUP INSURANCE COMPANIES

  • AIA Singapore Private Limited

  • Allianz Insurance Singapore Pte. Ltd.

  • Aviva Ltd

  • AXA Insurance Pte Ltd

  • China Life Insurance (Singapore) Pte. Ltd.

  • China Taiping Insurance (Singapore) Pte. Ltd.

  • Etiqa Insurance Pte. Ltd.

  • Friends Provident International Ltd (Singapore Branch)

  • FWD Singapore Pte. Ltd.

  • Utmost Worldwide Limited, Singapore Branch

  • HSBC Insurance (Singapore) Pte. Limited

  • Life Insurance Corporation (Singapore) Pte Ltd

  • Manulife (Singapore) Pte Ltd

  • NTUC Income Insurance Co-Operative Limited

  • Quilter International Isle of Man Limited Singapore Branch

  • Raffles Health Insurance Pte. Ltd.

  • Singapore Life Pte. Ltd

  • Swiss Life (Singapore) Pte. Ltd.

  • Tokio Marine Life Insurance Singapore Ltd.

  • Transamerica Life (Bermuda) Ltd.

 

50 FUND HOUSES

  • Aberdeen Standard Investments (Asia) Limited

  • Alliance Bernstein Singapore Limited

  • Allianz Global Investors Singapore Limited

  • Amundi Singapore Limited

  • APS Asset Management Pte. Ltd

  • Aviva Investors Asia Pte. Limited

  • BlackRock (Singapore) Limited

  • BNP Paribas Investment Partners Singapore Limited

  • BNY Mellon Investment Business Wealth Management Singapore Pte. Limited

  • Canaccord Genuity Wealth (International) Limited

  • Deutsche Asset Management (Asia) Limited

  • Dimensional Fund Advisors Pte Ltd

  • DWS Investments Singapore Limited

  • Eastspring Investments (Singapore) Limited

  • EFG Asset Management (UK) Limited

  • FIL Business Wealth Management (Singapore) Limited

  • Finexis Asset Management Pte Ltd

  • First Seniter Investors (Singapore)

  • Franklin Templeton Investments

  • Fullerton Fund Management Company Ltd

  • Goldman Sachs Asset Management

  • HSBC Global Asset Management (Singapore) Limited

  • Invesco Asset Management Singapore Ltd

  • Janus Henderson Global Investor (Singapore) Limited

  • JPMorgan Asset Management (Singapore) Limited

  • Jupiter Asset Management (Asia) Private Limited

  • Lion Global Investors Ltd

  • Man Investments Limited

  • Manulife Asset Management (S) Pte. Ltd.

  • Matrix Alternative Investment Strategies

  • Matthews Asia

  • Maybank Asset Management Singapore Pte Ltd

  • Natixis Investment Managers Singapore

  • Neuberger Berman Singapore Pte. Limited

  • Nikko Asset Management Asia Limited

  • NN Investment Partners

  • Phillip Capital Management (S) Ltd

  • PIMCO Asia Pte Ltd

  • PineBridge Investments Singapore Limited

  • Principal Asset Management (S) Pte Ltd

  • RHB Asset Management Pte. Ltd.

  • Robeco Singapore Private Limited

  • Schroder Business Wealth Management (Singapore) Ltd

  • Templeton Asset Management Ltd

  • Threadneedle Investments Singapore (Pte.) Limited

  • UBS Asset Management (Singapore) Ltd

  • UOB Asset Management Limited

  • Value Partners Asset Management Singapore Pte Ltd

  • Wells Fargo Funds Management

  • Zeal Asset Management Ltd

 

27 GENERAL / GROUP INSURANCE COMPANIES

  • FortisWills Pte Ltd

  • PreceptGroup International Pte. Ltd.

 

WILLS AND TRUST

  • FortisWills Pte Ltd

  • PreceptGroup International Pte. Ltd.

  • Kensington Trust Singapore Limited

  • Philip Securities Pte. Ltd.

 

LOANS (REFERRAL ARRANGEMENT)

  • CIMB Bank Berhad

  • DBS Bank Ltd

  • Malayan Banking Berhad (Maybank)

  • Oversea-Chinese Banking Corporation Limited (OCBC)

  • United Overseas Bank Limited (UOB)

 
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