Your journey begins with us knowing your unique priorities, needs and goals. According to your risk appetite and preferences, we may discuss and suggest bespoke solutions for your attention from our best-of-breed product selection based on independent tracking of a large array of funds, structured products and insurance options.
Your private banker, supported by our team of portfolio managers and trading specialists, is always at hand to help you make sound financial decisions. Insights from our investment strategy and research teams will help you stay abreast of global market movements.
Our long history of managing the wealth of entrepreneurial families has given us invaluable know-how to help you implement your investment goals, family governance frameworks and private trusts.
You can invest in a number of ways through our team of investment specialists; from fully discretionary to active advisory and even execution only. With the right plan for your investments and proper management of your assets, you can sustain your wealth within the family for generations to come.
Investment products
Investment services
1Available only in respect of accounts booked in Singapore
Asset preservation
2Provided by external parties / insurance brokers referred by the Bank
As one of our clients, you can benefit from our portfolio leveraging as well as mortgage and personalised financing options to enhance returns or improve liquidity.
You will also have the choice of having the investment and commercial banking facilities of OCBC Bank – our parent company – open to you, for the financing of family businesses and new ventures.
Financing
3Provided by OCBC Bank or via external parties
Our tailored wealth planning solutions provide enhanced strategies for your specific succession needs including catering to beneficiaries and assets located in different parts of the world and creating structures for charitable giving.
The preservation and transfer of wealth to the next generation are important by any measure. That is why we provide industry-leading services through our qualified wealth planners who will work with our wholly-owned subsidiary, BOS Trustee Limited, to assist you in protecting your family wealth and ensuring a smooth transfer to your future generations.
Estate planning
Our wealth planners undertake to know your asset profile by apprising themselves of your country of residence, business structure and situs of assets in addition to weighing your plans to preserve and transfer your wealth to those who are most important to you.
We will propose customised options– from a simple will to a trust or a private trust company – to give you a solution that secures your legacy, giving you peace of mind.
Family governance
Drawing on the specialist skills of external experts (lawyers, accountants, trustees and advisors on specific areas e.g. tax, immigration, philanthropy, etc.) combined with our extensive professional experience from planning for some of Asia’s wealthiest families – Bank of Singapore can help you draw up a robust governance blueprint and family constitution which take into account your family’s succession objectives and philanthropic goals.
Philanthropy advisory
We can help your family bond with a common vision for the continuity of its wealth, its values and its businesses. Whether you feel compelled to support worthy causes such as education, healthcare or social entrepreneurship, we can provide you with access to specialists who will assist you throughout the giving process – allowing you to achieve the greatest positive impact, while being in line with your values and resources.
Through forums and various programmes, we present platforms for collaborative philanthropy – creating networking opportunities to connect donors with key influencers, public charities and family enterprise leaders to share best practices and experiences.
Trust services
Trust administration4
4Provided by BOS Trustee Limited, a wholly owned subsidiary of Bank of Singapore
5Respective restrictions apply
Financial planning
By combining our credit solutions, life insurance2 and wealth planning strategies, we can help you improve liquidity, manage risk, invest more efficiently and secure other benefits for your estate so as to fulfil your family legacy expectations over the longer term.
2Provided by external parties / insurance brokers referred by the Bank
OCBC Bank solutions
3Provided by OCBC Bank or via external parties
We can help you live your values and drive change while investing for returns. Whether you are focused on environmental protection, gender equality, food scarcity or other causes, our team of experts can guide and work with you to align your investment strategy with your values and financial goals.
For Independent asset managers, External financial advisors and multi-family offices. Your goal is clear – serving your clients to protect and grow their wealth. Our goal is to help you achieve yours.
At Bank of Singapore, our global teams are here to help you offer innovative solutions for your clients. More importantly, we aim to help you build a long-term relationship of trust with your client.
Asia’s global private bank
Headquartered in Singapore, we operate from a strong and open economy. You are assured of unrivalled stability and security and are backed by the only Asian private bank awarded Aa1 rating by Moody’s.
You get access to unbiased views from our strong in-house research team, best-of-breed financial products sourced from an open architecture platform, as well as our own proprietary products. With the combined expertise of our global team of investment professionals, we support you in making sound investment decisions.
We are a wholly-owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Our clients enjoy access to OCBC Bank’s suite of products and services.
Platform of Choice: Access to comprehensive suite of wealth management products and services
As a client, you can view your investment portfolio, bank statements, contract notes and certain correspondence along with customised research, securely – from your desktop, iPad, iPhone and Android phone – anytime, anywhere.
Click here to learn more.