14 Robinson Road,

Far East Finance Building
#10-01 Singapore 048545

+65 6532 2711

14 Robinson Road,

Far East Finance Building
#10-01 Singapore 048545

+65 6532 2711

Portfolio Management

Why not grow and protect your wealth to help secure your financial future?

Image of pink piggy bank and dollar bills near byIf you have cash, a prior savings plan, property or shares, a lump sum investment might be the best way to help you achieve your financial goals.

A lump sum investment can offer you investment flexibility, as it can hold investments in shares as well as a wide range of investment options from around the world.

Our consultants can help you understand the complexities of the ever-changing financial market and advise you on the best ways to make sure your money is working as hard as it possibly can be.

Frequently Asked Questions

How much do I need to invest in a lump sum product?
We have a range of products available for all levels of investors. We have clients who have invest $5,000 and clients who are looking to invest in excess of S$1M.

Is it risky?
We can help you choose a plan based on your risk profile. Investment choice is provided through a wide range of top performing investment choices from leading fund houses. This allows you to start your journey with a portfolio that reflects your investment needs and attitude.

Why would I liquidate assets and invest offshore?
There are many benefits but also many variables so every case is different. Meet with one of our consultants to see whether a lump sum investment will benefit you.

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