What brings you here?

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Where do you live?

What’s your nationality?

Where would you like your wealth manager?

We will do our best to match you with wealth managers that are as close to your preferred location as possible. If having a wealth manager in a certain location is an absolute ‘must’ then jot down a note in the additional information box at the end of the form.

What type of wealth manager interests you?

Wealth manager institutions come in a wide range of sizes, from global brand names with presence in multiple countries, to more nationally known companies to smaller, perhaps boutique local brands. There is no right or wrong but perhaps you feel more suited to a larger or a smaller wealth manager.

What’s your age?

What’s your profession?

How strong is your financial knowledge?

Don’t worry; this is not an exact science! Choose the level that best describes you.

What’s your investable wealth?

Your investable wealth is the value of all your liquid assets; that means cash, shares, bonds and investments that can be easily sold. Property is not liquid so please don’t include this in your total.

What size account are you considering for the wealth manager?

The size of account that you are considering opening with the wealth manager. Be realistic since this has a major impact on the range of wealth managers that will match you.

Which investment services interest you?

Choose one or more answers

Discretionary: The hassle-free, ‘leave it to the experts’ approach. Once your investment profile is determined, you hand over the reins to the wealth manager to invest your portfolio according to the agreed parameters. They update you periodically but they will not run the day-to-day decisions past you.

Advisory: The wealth manager will advise you on how they think you should invest your money but YOU have the final word on each and every investment decision. This requires a more significant time commitment than Discretionary management.

Execution-only: You make all the decisions with no advice provided by the wealth manager, they simply execute your instructions

What are you preferred Advisory investment capabilities?

Choose any that apply

What type of Discretionary portfolio would you like?

Are you interested in financial planning services?

Choose one or more answers

What would you like to borrow against?

Are there any wealth managers you would like to exclude from this search?

Would you like to share any other information?

Let us know if there is anything important we have missed

What’s your name?

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What’s your email?

Never spammed. Never sold.

By continuing you agree that you meet Singapore’s definition of an Accredited Investor and that you agree to the terms and conditions and privacy policy

By continuing you agree to the terms and conditions and privacy policy

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What’s your phone number?

Why are we asking? To ensure our system has made the best matches we may need to ask you some additional questions. We will never share your number unless you request it.
Please enter a valid phone number in this format +(Country Code)(Phone Number)

Survey: What’s your main financial concern at the moment?

This is a survey question, let us know your thoughts

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