how we do it?
How we tailor our solutions to you
Who We Are
Solutions for every type of investor
We keep things fresh
We constantly strive to provide the latest investment solutions that are relevant to our clients.
We think 360°
Our financial advisors’ diverse career paths allow us to apply various fields of knowledge to portfolio management.
We put you first
We take a hands-on, relationship-first approach to investing where our services evolve with the needs of each client.
Private Wealth Management
Legacy Management
Corporate Services
Who is this for?
For individuals looking to start investing or improve your portfolio.
Investment Basics
Get your feet wet and learn basics in finance, investment, taxes, and more.
Growth
Focused on long-term risk-reward high returns
Income
For those looking to slow down and enjoy passive income
Stability
A consistent and low-volatility strategy with acceptable returns
Retirement
Securing your future to keep you financially
Education
Craft an attainable plan for your child’s education, whether it’s local or overseas
Individual PortfolioCatered to experienced investors who desire highly-weighted and specific investments.
Private MandateA discretionary portfolio actively managed by an investment team that specialises in high-net-worth investments.
(Minimum placement: RM5 million).
- Investment BasicsFor Malaysians wanting to begin their financial journey, our starter account will give you access to simple, easy and ready-to-go investments.
- Investment PortfolioSet a clear plan that lets you achieve your financial objectives, with a wealth of global, diversified investment options.
- Private InvestmentFor sophisticated investors who want access to various global services, with high-entry requirements and exclusive investment consultation.
Who is this for?
For individuals looking to safeguard your assets from existing or future liabilities.
- Estate PlanningBequeath your assets to family members and loved ones efficiently and smoothly, and manage future assets held in trust for your future generations.
- Life & General InsuranceSet a clear plan that lets you achieve your financial objectives, with a wealth of global, diversified investment options.
- Will Writing & Trust ServicesKeep your families and loved ones taken care of with our professional will writing and trust services.
Who is this for?
For companies and entities who seek to productively manage investment assets and cash holdings.
- Cash Holdings ManagementElevate your business’ cash holdings while ensuring liquidity, and optimise them to generate interest.
- Portfolio DiversificationAccess formal, legitimate, and convenient investments with our corporate solutions.
- Employee Vesting SchemesGet expert consultation for employee vesting schemes that are optimised for long-term employee benefits, which can contribute to lower turnover rates.
let’s chat
Ready to take the next step in your financial journey?
