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

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

We offer you and your clients a wide range of private bank financial products and the full suite of OCBC’s investment and commercial banking solutions, including financing, insurance, and brokerage services.

In-depth knowledge and experiences

We support your vision of growing your clients’ wealth, whether it’s through a global team of our experienced investment advisors and in-house research specialists as well as partnerships with independent research firms, or exclusive events to hear from thought leaders.

Extensive digital platforms

We make it easy for you and your clients with our online tools of data feed, e-banking and online trading platform, so you can enjoy smooth data exchange and seamless portfolio monitoring, managing and reporting.

Dedicated FIM team

Our FIM professionals will partner and guide you through all our offerings and solutions so you can serve your clients better.

Our operating model

Our approach

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

Annabelle Chow, Head of Financial Intermediaries

Annabelle Chow

Get in touch

Our services are dedicated to clients with over USD 5 million in investable assets.

Get in touch to discuss how we can best support you and your family.

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