Accelerate your success with trusted financial partnerships

We are the platform of choice for our financial intermediaries (FIM) partners – independent asset managers (IAMs), external financial advisors (EFAs) and multi-family offices (MFOs)  in delivering best-in-class products and services to clients. 


Our team is ready to help you realise your clients' wealth aspirations and enhance their financial futures.

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Why partner with us?

Strong foundation

Strong foundation

Headquartered in Singapore, we are a wholly-owned subsidiary of OCBC. Backed by OCBC’s strong credit ratings of Aa1 by Moody’s and AA- by both Fitch and S&P, we offer a unique value proposition as a safe Singapore-registered private bank.
Holistic products and services

Holistic products and services

You and your clients benefit from a wide range of private banking products and enjoy access to OCBC’s full suite of investment and commercial banking solutions, including financing, insurance, and brokerage services.

Dedicated IAM team with specialised expertise

We help you realise your vision of growing your clients’ wealth through a global dedicated team of experienced investment advisors, in-house research specialists, independent research firms as well as access to exclusive thought leadership events.
Extensive digital platforms

Extensive digital platforms

We make it easy for you and your clients to manage their wealth with our robust digital capabilities, including data feed, e-banking and online trading platform, enabling efficient data exchange and seamless portfolio monitoring, management and reporting.
Open architecture

Open architecture

Connect with top fund managers and gain access to a diverse range of alternative investment opportunities.
Tailored to safeguard and grow your clients’ wealth

Our Independent Asset Manager (IAM) Model

Our IAM model brings together the best of both worlds: independent investment advisory and the stability and global reach of Asia’s Global Private Bank.

 

Under this model, you are enabled to provide dedicated investment advice and portfolio management to your clients, while Bank of Singapore safeguards the assets and executes transactions securely.

 

Product-agnostic by design, you draw from a global universe of investment providers, ensuring recommendations are aligned with your clients’ goals, preferences and long-term vision.

IAM Model

1
IAM and
clients

  • Clients benefit from a highly personalised advisory relationship, including:

  • • Access to a wide range of independent discretionary and advisory investment mandates and recommendations

  • • Dedicated account management by Relationship Managers

  • • Appointment of an IAM with Limited Power of Attorney (LPOA)
  • 2
    IAM and
    Bank of Singapore

  • IAM is empowered by Bank of Singapore’s open architecture platform and global expertise, enabling:

  • • A complementary partnership delivering best-in-class solutions

  • • Timely execution and competitive pricing globally

  • • Access to research, investment insights and specialist expertise from our dedicated institutional team
  • 3
    Clients and
    Bank of Singapore

  • Your clients’ assets are protected and safeguarded through:

  • • Secure custody services with Bank of Singapore

  • • Seamless access to our banking and digital platforms

  • • A comprehensive suite of products and solutions
  • Bank of Singapore survey

    What’s top-of-mind for intermediaries in 2026?

    How are financial intermediaries preparing for growth in a rapidly shifting wealth environment? Our latest survey uncovers strategic opportunities and emerging challenges across Singapore, Greater China and Dubai.

    Discover the insights shaping strategic decisions in the year ahead. 

    Learn more
    Our approach

    "Partnership has no competition, collaboration has no limits."

    Annabelle Chow, Head of Financial Intermediaries

    Annabelle Chow

    Get in touch

    Designed for regulated financial intermediaries and institutions.

    Get in touch to explore how we can support your business and clients.

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