Private Wealth Management Services in Singapore
We listen and design our solutions to maintain client confidentiality
Our Services
Cross Border Wealth Management
Your business is cross-boundary, so should your wealth management resources and plans. finexis Private Wealth Services (PWS) works with globalised private banks and family offices to help you manage your wealth across various countries and jurisdication.
High Net Worth Capital Preservation & Asset Protection
We assist in protecting your family assets from erosion from the risk of unexpected events, such as regulatory changes, lawsuits, or other threats like out-of-court settlements. Our range of specialised services includes setting up of trusts and foundations, and managing donations.
High Net Worth Wealth Accumulation Planning
At finexis, our platform provides you global access to exclusive wealth products and services and specialised investment portfolios to help build your wealth. Talk to our Private Wealth Managers for bespoke solutions to cater to your unique needs.
Global Wealth Planning
We work with various private banks to help you manage wealth distributed across various countries.
Our Partners
With over 100 partners and a choice of more than 1,000 products, our platform allows our consultants to offer you personalised solutions that best fit your differing needs and wants in life. Early planning and preparation for life's unexpected moments are made possible with our panel of strategic partners.
19 Life / Group Insurance Companies
32 General / Group Insurance Companies
75 Fund Houses
Platforms
Strategic Partners
Wills & Trust Companies
Loans (Referral Arrangement)
Our Commitment
Fair Dealing
We are committed to adhere to good market practices and treat our clients fairly.
Personal Data
We take our responsibilities under Singapore’s Personal Data Protection Act 2012 (the “PDPA”) seriously and recognise the importance of proper management, protection and processing your personal data that you have entrusted to us.