Private Wealth Management Across Southeast Asia and Beyond
Learn more about the benefits packages we can provide for companies to help them attract talented employees. Let us educate your firm about the benefits of setting-up Employee Retirement Plans.
Through our insurance division, Tenzing Pacific Insurance Services, we can provide individuals and companies international Health insurance plans, which are suited to any client requirements.
We are able to serve most nationalities, as long as an individual or family is not politically affiliated.
Yes, we are able to provide solutions for US citizens through third party custodians and fiduciaries, which are completely compliant with FATCA legislation.
The information provided in the statement of advice provides the terms that dictate the relationship between our firm and the client. This document also lists the entire scope of a client’s financial strategy based on the outcomes of the disclosures in the client questionnaire, details of recommended investments as well as the rules and targets governing the construction and management of the client’s portfolio. Most importantly, all fees and potential conflicts of interest are disclosed in this document.
We offer access to everything from direct stocks, bonds and futures on 120+ exchanges around the world, as well as ETFs, mutual funds, REITs, private equity, private debt, hedge funds, alternatives as well as physical property.
Model portfolios are simulated portfolios consisting of mutual fund and ETF assets managed on software within the firm. They represent the firm’s asset allocation strategies, and provide the basis for all investment recommendations as well as a historical performance presentation of the firm’s money management abilities vs. specific benchmarks and categories. Allocation is done through ETFs and mutual funds for the purpose of efficiency and to remain cost-effective.
The model portfolios form the core of our investment recommendations; however, we do take client preferences into account. For example, you would never find a private equity or physical property within the models. Everything we do is bespoke.
We are a boutique private wealth manager, providing bespoke wealth & investment management, as well as estate planning services to individual, family and corporate clients, based in: Vietnam, Hong Kong, Singapore and throughout Southeast Asia. Our duties to clients include: writing financial plans, international asset allocation, investment analysis, family succession planning, research & trading. We manage portfolios through: stand-alone managed accounts, international tax-beneficial accounts, trusts, pensions, as well as corporate benefit plans. Additionally, facilitate execution services on 100+ stock exchanges through our Global Trader platform.
6 Tips for Saving Money When Starting Your Career in Southeast Asia + a bonus tip Saving money is one of the major benefits of living and working in Southeast Asia
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