Singapore, 05 Aug 2019

Bank of Singapore - A platform of choice for Independent Asset Managers (IAM) | External Financial Advisor (EFA)

At Bank of Singapore, we understand the importance of independence, investment rigor and fundamental research when it comes to selecting investments for clients. We are positioned as the platform of choice for our partners - independent asset managers (IAM), external financial advisors (EFA) and multi-family offices (MFOs) – in delivering best-in-class products and services to clients

Bank of Singapore focuses on providing a comprehensive suite of wealth management products and services to our clients1 and operates an open architecture platform across investment products, research and services. Our thought leadership is driven by content from the Chief Investment Officer, laying out a fundamental framework for us to select the best solutions across asset classes from leading investment banks, fund management firms and key financial providers.

Our ability to be versatile in today’s dynamic investment landscape allows us to constantly meet our clients’ needs amidst an evolving regulatory environment, making it ideal for independent asset managers (IAM), external financial advisors (EFA) and multi-family offices (MFO) to collaborate with us.

We take pride in working with investment specialists who possess significant breadth and depth of industry knowledge and experience in all areas of financial services.

Access our relevant and customised wealth management solutions for private banking clients and institutional investors

  • Leading investment solutions, including structured products, mutual funds, hedge funds, private equity and lending solutions
  • Thought leadership events in collaboration with reputable industry leaders
  • Bespoke investment opportunities for suitable clients
  • Competitive pricing and execution via our open architecture platform
  • A dedicated team of investment counsellors, premium advisors and direct dealing traders
  • Support network from one of the world’s most highly-rated banks– the OCBC Group
  • Digital services that provide access to client’s portfolio and curated research based on client’s preferences (in English/ Chinese)
  • Discretionary Portfolio Management and Advisory Portfolio Management services  in applicable jurisdictions

We look forward to presenting our tailor-made solutions to you and your clients

Singapore IAM Centre
Team email: MFO.IAM.RM@BankofSingapore.com
Hong Kong IAM Centre
Team email: IAMEC.HK@BankofSingapore.com
Global South Asia and Middle-East
(GSAM) IAM / EFA Centre

IAM quick links

  • 1. EQ Connect log-in
  • 2. EQ Connect Guide
  • 3. EQ Connect FAQ
  • 4. Issuer ratings

IAM document links:

Yield Enhancement (YE)

Notional Redeem 90-100% at Maturity (NRM)