The best wealth managers in Singapore - Spear's Magazine

The best wealth managers in Singapore

The best wealth managers in Singapore

Welcome to the Spear’s ranking of the best wealth managers for high-net-worth and ultra-high-net-worth individuals in Singapore. The list features our Top Ten, Top Recommended and Recommended advisers.

Asia Pacific is projected to usurp North America as the wealthiest region in the world within five years — APAC’s mass affluent hold $47.3 trillion, and the region leads the world in terms of the growth of HNWs and UHNWs. Its middle class is forecast to double in size by 2030, with many families set to enjoy higher incomes and greater wealth (according to HSBC).

With its open access to global markets, the expertise of its institutions, and a stable and progressive legal and regulatory framework, Singapore is well-positioned to capitalise on the rapid growth of Asian wealth. Wealth management firms and private banks in the city state are set to increase their AuM in the coming years.

As the wealth and number of high-net-worth (HNW) Asian investors increases, their needs are likely to become increasingly complex, so access to high-quality advice is crucial. A good wealth manager can help to organise one’s financial affairs and maximise the efficiency of  investments.

Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs and UHNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

The wealth managers featured in the 2021 edition of the Spear’s Singapore Wealth Management Index are included in the table below, along with their Spear’s ranking and area(s) of focus. Click on the individual names to be directed to more detailed profiles of each adviser on spears500.com. (The table is ordered by ranking and then alphabetically by surname.)

RankingNameFirmFocus
Top tenEdena ChanStandard Chartered Private BankSoutheast Asia
Top tenBernard FungCredit SuisseWealth planning
Top tenAugust HateckeUBSStrategy in Singapore
Top tenDavid LimBNP ParibasUHNW business growth
Top ten Jaydee LinRaffles Family OfficeWorldwide expansion
Top tenVincent MagnenatLombard OdierOffshore and onshore
Top tenJason MooJulius BaerFamilies and entrepreneurs
Top tenNick TeoCanaccord GenuityMulti-manager portfolios
Top tenElaine TeoTantallonFunds and wealth advisory
Top tenMax WhiteSchrodersInvestment services
Top recommendedChuan Yang CheeUBSBeneficial owners
Top recommendedShane CoelhoTallRock CapitalPersonalised plans
Top recommendedDiana RobinsonJPMorgan Private BankPortfolio management

 

 

More rankings:

The best wealth managers in Hong Kong

The best family office services providers

The best wealth managers for high-net-worth clients UK

The best wealth managers for ultra-high-net-worth clients UK

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.

If you are an adviser featured in index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.



 

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