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Our Approach

You are our top priority

Let us help you manage your assets, grow your wealth and secure your legacy. Our unique position gives you the intimacy and independence of a boutique private bank, with the added resources and services of our parent company, OCBC Bank.

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Your journey with us

To establish the grounds on which we build and manage your portfolio#, we guide you through a systematic process.

First of all, help us understand your priorities, needs and goals. This enables us to build your unique investor profile.

Based on your risk appetite and preferences, we then propose bespoke solutions for your consideration.

Before implementing agreed solutions, we make sure all of your concerns and queries are thoroughly addressed.

To ensure your investment strategy stays in line with your goals, regular portfolio reviews are conducted with you.

#Portfolio management services are only available in respect of accounts opened in Singapore.

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Go further with our global experts

With the combined expertise and commitment of our team of specialists, we help you make sound financial decisions.

Your private banker is supported by our team of portfolio managers and trading specialists. You will be able to stay on top of global market movements with research from our 50-strong investment strategy and research team.

Read our latest investment strategy and research views.

Leveraging our exceptional thought-leadership platforms comprising world-renowned thought leaders, industry captains, Nobel laureates, and subject matter experts, we are proud to present our clients with the best global insights and perspectives that matter.

Gain invaluable insights from the world-renowned speakers and investment experts we invite to our exclusive client-only events.

Find out more about our events:

GenINFINITY - Engage


Family Office Summit

Better wealth management

Creating consistent growth and ensuring sustained returns on your portfolio form the core of what we do for you. Let us help you meet your long-term goals, while also providing the flexibility you need. You will be able to make informed decisions from our timely research and unbiased views. You will get access to the best products available on the market, and be offered only the products you need or are suitable for you.

Flexible portfolio management

You can choose to actively manage your investments with the help of our advisory portfolio management* team. Alternatively, you can appoint our discretionary portfolio management* team to manage your investments within specific parameters. Regardless, you can be assured that your portfolio is always well taken care of, even during volatile periods.

*Advisory portfolio management and discretionary portfolio management services are only available in respect of accounts opened in Singapore.

Comprehensive succession planning

From estate planning to philanthropic management, you can secure your legacy with our help. Our wealth planners and trust specialists^ will work with you and your family to ensure a seamless transition from one generation to the next.

^Trust services are provided by BOS Trustee Limited, a wholly-owned subsidiary of Bank of Singapore.