Our Services

Private Wealth

A relationship with StandardFA Private Wealth is one of the most distinctive in the local financial scene. Focused exclusively on your needs and those of your family, it commits StandardFA resources to achieving your goals.

Our Advisers will work to address your most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios and entities worldwide, to aligning your family governance structure and estate plan with your values and hopes for future generations, to connecting you to our pool of investment bankers and capital markets specialists.

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Our Customised Approach ▼

Our Customised Approach ▲

Every individual and family has unique dynamics, goals and levels for risk. By gaining an in-depth understanding of your specific needs and objectives, our Financial Advisers can help you with:

  1. Discovery Process
    Every client's situation is unique. We begin by getting to know you, your family and your financial situation. What we learn helps us to formulate specific strategies and, of equal importance, it helps us customize the entire relationship to your preferences and requirements.

  2. Formulation of strategies with forward view
    After reviewing your balance sheet and existing investment plans, we help analyse your cash flow and income circumstances to identify planning techniques that may be effectively tailored to your personal and financial objectives. While past performance is crucial in constructing your asset mix, the more important ingredient of our strategy is by having a forward view with longer perspective, and strong conviction on the future prospects of the asset mix.

  3. Creation of a customised strategic asset allocation mix
    Managing significant wealth often involves developing a customized asset allocation mix that reflects risk, opportunities, and taxation across multiple entities, while integrating your investment and estate plans. This strategic asset allocation becomes the core foundation for a long¬term strategy formalized in your investment policy.

  4. Integration of tactical asset allocations
    These short-term adjustments in asset allocations seek to take advantage of opportunities created by temporary market distortions. Before adjustments are made, we can analyse the potential impact of any risk or costs on potential returns.

  5. Implementation of a customised investment strategy
    After comprehensive due diligence and extensive analysis of expected results across a range of market scenarios, investment strategies from our global investment platform are combined to create your portfolio. Our platform includes proven proprietary strategies developed using our resources and expertise as well as open architecture solutions by many of the world's most respected managers.

  6. Ongoing review and revision
    We conduct on¬going reviews and revise your investment plans when necessary to ensure it stays up¬to¬date and relevant to the economic climate, family needs and your changing lifestyles.

Your Legacy ▼

Your Legacy ▲

Every individual and family has unique dynamics, goals and levels for risk. By gaining an in-depth understanding of your specific needs and objectives, our Financial Advisers can help you with:

Be it preserving your legacy, securing your next generation’s future, or charitable giving, it begins with understanding why you give, identifying the causes that is closest to your heart and determining the kind of legacy you want to leave behind. Our Advisers, along with our specialist partners, can help you define and execute your vision.

Our Financial Advisers provides guidance to help you:

  ▶  Review your estate planning strategy
  ▶  Integrate risk management strategies into your long-term plans
  ▶  Develop personal portfolios of mix asset classes and strategies
  ▶  Understand cash flow planning associated with complex ownership structures
  ▶  Run your private foundation effectively through our specialist partners
  ▶  Educate your children about wealth and money management