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

• Cash and money markets
• Investment grade bonds
• High yield bonds
• Equities
• Foreign exchange
• Derivatives
• Structured products
• Third party mutual funds
• Hedge funds
• Private equities

Investment services

• Discretionary portfolio management¹: cash, securities and funds
• Advisory portfolio management¹
• Premium advisory services Premium equity, fixed income and foreign exchange advisory services¹ along with direct dealing and 24-hour FX trading will be fully accessible for your utmost convenience

¹Available only in respect of accounts booked in Singapore

Asset preservation

• Estate planning
• Financial planning
• Life insurance²

²Provided by external parties / insurance brokers referred by the Bank

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

• Portfolio leveraging
• Residential real estate financing
• Insurance premium financing
• Corporate finance³
• Structured transactions

³Provided by OCBC Bank or via external parties

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

• Acting as trustee of Singapore, Jersey or other Proper law discretionary trusts
• Acting as trustee of Jersey law purpose trusts and as administrator of private trust companies
• Acting as trustee of charitable trusts
• Through trust structures, BOS Trustee can hold
• Bank accounts with Bank of Singapore and third party banks
• Life insurance policies
• Residential real estate
• Commercial real estate
• Pre IPO shares
• Unlisted company shares⁵

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

• Consumer banking
• Corporate banking
• Treasury
• Transaction banking
• Investment banking
• Corporate finance³

³Provided by OCBC Bank or via external parties

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

• Lending products and credit solutions
• Managed investments: Discretionary Portfolio Management, Advisory Portfolio Management, Mutual Funds, Hedge Funds and Private Equity
• Premium Advisory & Direct Dealing Services across asset classes (Foreign exchange, fixed income and equities)
• Structured products and Derivatives (multi-asset classes)
• Wealth planning and trust
• Digital service access for you and your clients
• In-house research publications
• Access to exclusive events to learn and network