img-service-5

Private Wealth Management Services

Receive active and holistic management of your private finances with our experienced and dedicated Private Wealth Managers. Create wealth, removing risks (longevity – insurance and rp), transference/ring-fence wealth to next gen

icon-Estate-Planning-

Estate Planning

Ensure security, protection and accumulation of wealth, identify best strategies for holding, transference and distribution of the estate, and execution of the estate plan
icon-Family-offices

Family Offices

Day-to-day management and administrations of assets of your family including structuring, incorporation and administration of legal entities comprising the family office

Person In Charge:

Venn-Sim-square
shape-01 shape-02 shape-03

Venn Sim

CEO
Terry-Wan-square
shape-01 shape-02 shape-03

Terry Wan

COO
Puan-Ying-Peng-square
shape-01 shape-02 shape-03

Puan Ying Peng

Head of Channels