What we do
We are a Singapore-based fund management and multi-family office boutique firm, holding a Capital Market Service licence issued by the Monetary Authority of Singapore (MAS).
We provide our clients with independent and neutral advice they can trust, and offer non-partisan recommendations rather than sales. We work for our clients by partnering with reputable and solid financial institutions.
As independent and regulated investment advisors and fund managers, we create objective and customised investment structures and strategies to help build, preserve and transfer our clients’ wealth.
Combining trust, independence and efficiency is crucial
to our clients’ success.
MICHEL DELLA LIBERA | FOUNDER & CEO
Our expertise
We provide tailored-made investment solutions to enable every client to maximise their results.
We take on all assessment, management and coordination activities with financial and non-financial providers, so our clients can concentrate on crucial decisions concerning their wealth.
With a fully independent approach, we are able assist our clients in selecting the most suitable financial solutions and partners – banks, asset managers, insurance providers and venture capital – to maximise their returns whilst minimising risks and reducing costs.
Our intuitive online reporting tool and personalised reports allow clients to gain a holistic view of their portfolios and wealth. This is paired with custom analytics to assess financial partners, risks, performance and opportunities within their wealth.
Our approach
We build our services around our clients, their needs and objectives. We maintain an independent approach to provide the most effective service and ensure our clients’ assets are safe.
BUSINESS AND
OPERATING MODEL
We operate on the basis of full independency and open platform to ensure we provide the best services in full interest of our clients.
Relationships with all major international and local banks
Thought leadership and supportive teamwork
Process-oriented Wealth Management Platform
Best in class external providers for all clients’ needs
Experienced partners, management and staff
LEGAL FRAMEWORK
Clients appoint us to manage assets held by their custodian banks, based on a Limited Power of Attorney over the relevant accounts.
A Limited Power of Attorney allows us to efficiently manage assets, but does not allow to transfer assets out of our clients’ accounts. This means that we have access to the relevant custodian banks solely to obtain the information required to execute services as per the terms of our agreement with our clients.