We are a group of bankers, who have many years of experience working in large wealth management organisations.
We are located in Singapore but most of us are originally from Switzerland or Germany.
We would like to take our experience onto a new, small, more independent platform and offer excellent service to our clients.
We want to excell in what we to but also have fun in what we do.
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Wealthy private clients
We would like to bring bankers on an independent platform, where they can better focus on the interests of the clients and have no revenue targets given by the banks.
We would like to give clients access to more niche investment opportunities, which he will not get in large banks. This would be access to constant single private equity deals or real estate projects etc. This is how we want to differentiate ourselves.
Core offering will still include the classic asset classes like equities and fixed income solutions.
We would like to stand for: Trust, Independency, Transparancy, Opportunities and full client focus.
Typically a client advisor will need to manage much less relationships (10-20) than in a big organisation (50-100), ie more time.
We want to focus on customised solutions and the client will have constant access to investment experts, which will also be in this company.