Who We Serve

Affluent Markets

We take pride in assisting you to grow your wealth and meet your financial goals. We understand that every financial need is unique. As your chosen financial services provider, we offer professional and personalised services exclusively catered to your financial needs.

Wealth Solutions (multi-products/services)

Multi-asset trading
  • Multi-Asset Financing – For clients who wish to enhance their total returns using leverage, we provide credit facilities
  • Access more than 23 global stock exchanges with one account
  • Trading made easy through POEMS online multi-currency facility
  • Custodian services to take care of your trade settlements and corporate actions

Wealth Planning

Advisory – Portfolio Management

  • Through a consultative approach, our team of dedicated Relationship Managers will guide you on strategic asset allocations aligned with your time horizon, risk profile and financial goals.
Discretionary – Portfolio Management
  • We offer a varied suite of discretionary managed account services, catering to investors with different risk profiles and needs. Start building your investment portfolio in 3 SIMPLE STEPS:Define, Select and Build.

Here’s How You Take the Next Step Forward

We can help you bring your ideas to life. Let’s talk about what we can build and raise together.