Financial Services

We take pride in assisting you to grow your wealth and meet your financial goals. We understand that every financial need is unique. With us as your chosen financial services provider, you will enjoy professional and personalized service that is exclusively catered to your financial needs.

EQUITY & MACRO RESEARCH

  • One-stop access to investment reports from experienced research analysts
  • In-depth stocks and macroeconomics analysis across various sectors and markets
  • Up-to-date technical pulses daily
  • Exclusive weekly market outlook videos

GLOBAL EQUITY MARKETS

  • Access more than 23 global stock exchanges with one account.
  • Global Markets round the clock trading assistance
  • Trading made easy through POEMS online multi-currency facility

MULTI-ASSET FINANCING

  • For clients who wish to enhance their total returns using leverage, we provide credit facilities
  • Our Senior Relationship Manager will work with you to understand your financial situation, plans and aspirations. We will connect you to financing that best supports your long-term goals
  • We offer a variety of strategies providing exposure to the global leveraged finance markets

MANAGED ACCOUNT

  • Active management of your portfolio in changing market conditions
  • Direct ownership of securities in your name
  • Full transparency of portfolio holdings through 24/7 online access

UNIT TRUST

  • Gain access to over 400 funds from more than 25 fund houses
  • Invest in local, regional, or global funds covering various sectors and industries of your choice
  • Our dedicated Senior Relationship Manager will assist you to build a personalized unit trust portfolio that invests in a mix of underlying asset classes, e.g. equity, balanced, bond and/or money market funds that aim to deliver returns that best meet your investment profile, goals and appetite for risk.

GLOBAL BONDS

  • Access to more than 250,000 bonds globally
  • More than 80 counterparties available worldwide
  • Access to bonds denominated in 9 different global currencies (SGD, USD, AUD, RMB, EUR, GBP, MYR, HKD and JPY)
  • Participation in both Primary and Secondary bond markets globally

LEGACY/ ESTATE PLANNING

  • Enhance and protect your current assets while enabling wealth transfer in accordance to your wishes
  • Portfolio diversification — complements your assets such as equities, properties and businesses that are easily affected by volatile market conditions. Helps to reduce overall portfolio risks
  • Harmonious wealth transfer — equitable distribution of assets
  • Flexible payment modes — lump sum, regular payment or premium financing

SPEAK TO OUR ADVISORS

Request a Call Back:

Service Hotline:

+65 6531 15518.45am to 5.30pm Monday to Friday

Request a Call Back:

Service Hotline:

1800 214 264(Toll Free Call within Australia)

+61 3 8633 9800(International)
Operating hours: 9:00am – 5:00pm Monday to Friday (Australian Eastern Standard Time)