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Who we work with

Who we work with

Two different things, kept separate. The institutions whose products we are able to advise on, and the professionals we bring in when a situation needs someone outside financial advice.

Product providers Our collaboration network
Regulatory disclosure

Product providers

These are the institutions whose products we are able to advise on and arrange for clients — fund houses, investment platforms, insurers, banks, and trust companies. We publish the list in full rather than describe it.

109 institutions across 7 registers, named in full below.

48 Fund Houses Overview of funds on iFast and Navigator Platforms
  1. abrdn Asia Limited
  2. Alliance Bernstein Singapore Limited
  3. Allianz Global Investors Singapore Limited
  4. Amundi Singapore Limited
  5. APS Asset Management Pte. Ltd
  6. Aviva Investors Asia Pte. Limited
  7. BlackRock (Singapore) Limited
  8. BNP Paribas Investment Partners Singapore Limited
  9. BNY Mellon Investment Management Singapore Pte. Limited
  10. Canaccord Genuity Wealth (International) Limited
  11. Deutsche Asset Management (Asia) Limited
  12. Dimensional Fund Advisors Pte Ltd
  13. DWS Investments Singapore Limited
  14. Eastspring Investments (Singapore) Limited
  15. FIL Investment Management (Singapore)
  16. Finexis Asset Management Pte Ltd
  17. First Sentier Investors (Singapore)
  18. Franklin Templeton Investments
  19. Fullerton Fund Management Company Ltd
  20. Goldman Sachs Asset Management
  21. H20 AM Asia Pte. Ltd.
  22. HSBC Global Asset Management (Singapore) Limited
  23. iFAST Financial Pte Ltd
  24. Janus Henderson Global Investor (Singapore) Limited
  25. JPMorgan Asset Management (Singapore) Limited
  26. Jupiter Asset Management (Asia) Private Limited
  27. Lion Global Investors Ltd
  28. Man Investments Limited
  29. Manulife Asset Management (S) Pte. Ltd.
  30. Matthews Asia
  31. Maybank Asset Management Singapore Pte Ltd
  32. Natixis Investment Managers Singapore
  33. Neuberger Berman Singapore Pte. Limited
  34. Nikko Asset Management Asia Limited
  35. NN Investment Partners
  36. Ostrum Asset Management
  37. Phillip Capital Management (S) Ltd
  38. PIMCO Asia Pte Ltd
  39. PineBridge Investments Singapore Limited
  40. Principal Asset Management (S) Pte Ltd
  41. RHB Asset Management Pte. Ltd.
  42. Schroder Investment Management (Singapore) Ltd
  43. Templeton Asset Management Ltd
  44. Threadneedle Investments Singapore (Pte.) Limited
  45. UBS Asset Management (Singapore) Ltd
  46. UOB Asset Management Limited
  47. Value Partners Asset Management Singapore Pte Ltd
  48. Wells Fargo Funds Management
4 Investment Platforms
  1. iFAST Financial Pte Ltd
  2. Navigator Investment Services Ltd
  3. Phillip Securities Pte Ltd
  4. UOB Kay Hian Private Limited
2 Strategic Partners
  1. Finexis Asset Management Pte Ltd
  2. finexis advisory (HK) Ltd
19 Life / Group Insurance
  1. AIA Singapore Private Limited
  2. Allianz Insurance Singapore Pte. Ltd.
  3. China Life Insurance (Singapore) Pte. Ltd.
  4. China Taiping Insurance (Singapore) Pte. Ltd.
  5. Etiqa Insurance Pte. Ltd.
  6. Friends Provident International Ltd (Singapore Branch)
  7. FWD Singapore Pte. Ltd.
  8. HSBC Insurance (Singapore) Pte. Limited
  9. HSBC Life (Singapore) Pte. Ltd.
  10. Income Insurance Limited
  11. Life Insurance Corporation (Singapore) Pte Ltd
  12. Manulife (Singapore) Pte Ltd
  13. Raffles Health Insurance Pte. Ltd.
  14. Singapore Life Ltd
  15. Sun Life Assurance Company of Canada Singapore Branch
  16. Swiss Life (Singapore) Pte. Ltd.
  17. Tokio Marine Life Insurance Singapore Ltd.
  18. Transamerica Life (Bermuda) Ltd. (Singapore Branch)
  19. Utmost International Isle of Man Limited Singapore Branch
27 General / Group Insurance
  1. Aetna Insurance Company Limited (Singapore Branch)
  2. AIA Singapore Private Limited
  3. AIG Asia Pacific Insurance Pte. Ltd.
  4. Allianz Global Corporate & Specialty SE Singapore Branch
  5. Allianz Insurance Singapore Private Limited
  6. Allied World Assurance Company, Ltd, Singapore Branch
  7. China Taiping Insurance (Singapore) Pte. Ltd
  8. Chubb Insurance Singapore Limited
  9. Cigna Europe Insurance Co S.A.-N.V., Singapore Branch
  10. Delta Underwriting Pte. Ltd.
  11. Etiqa Insurance Pte. Ltd.
  12. ERGO Insurance Pte. Ltd.
  13. Great Eastern General Insurance Limited
  14. Great Eastern Life Assurance Co Ltd
  15. HL Assurance Pte. Ltd.
  16. HSBC Life (Singapore) Pte. Ltd.
  17. Income Insurance Limited
  18. Liberty Insurance Pte Ltd
  19. MS First Capital Insurance Limited
  20. MSIG Insurance (Singapore) Pte. Ltd.
  21. QBE Insurance (Singapore) Pte Ltd
  22. Raffles Health Insurance Pte. Ltd.
  23. Singapore Life Ltd
  24. Sompo Insurance Singapore Pte. Ltd.
  25. The Great Eastern Life Assurance Company Limited
  26. Tokio Marine Insurance Singapore Ltd.
  27. Tokio Marine Life Insurance Singapore Ltd.
5 Loans Referral Arrangement
  1. CIMB Bank Berhad
  2. DBS Bank Ltd
  3. Malayan Banking Berhad (Maybank)
  4. Oversea-Chinese Banking Corporation Limited (OCBC)
  5. United Overseas Bank Limited (UOB)
4 Wills & Trust Companies
  1. FortisWills Pte Ltd
  2. Kensington Trust Singapore Limited
  3. PreceptsGroup International Pte Ltd
  4. Riverside Trustees Limited

Information is accurate as of 5th September 2023

Several insurers appear in both the life and general registers by design — different licences, different products. That is not a duplication error.

Not product providers

Our collaboration network

No single adviser covers everything a family or a business needs. We work with external specialists so the whole picture is handled properly.

These are not product providers. They are the professionals we bring into a conversation when it needs someone from outside financial advice — to draft the document, to check the tax position, to handle the corporate filing, to value the business. You engage them directly. We make sure the right one is in the room at the right time, and that everyone is working from the same picture.

  • Wills & Trusts

    Drafting the will, setting up and administering the trust.

  • Tax advisers

    Where a decision has a tax consequence worth checking before it is made.

  • Lawyers

    Documents, structures, and anything needing legal advice rather than financial advice.

  • Doctors

    Medical underwriting questions, and second opinions on a diagnosis that changes a plan.

  • Corp Sec

    Company filings, shareholdings, and the paperwork behind a succession.

  • Accountants

    The books a succession or business valuation has to be built on.

  • M&A brokers

    Where the succession answer turns out to be a sale.

Start

Start with a conversation, not a product.

Tell us what you are trying to sort out and we will point you to the right specialist in the team.