Private Wealth Advisory
Preserving Wealth, Seeking Opportunities for Growth
Sustain wealth and leave a legacy for your future generations.
At IPP, we specialise in developing wealth strategies and implementing effective solutions for our clients. Through a host of financial and investment services, we help qualifying private wealth clients (Accredited Investors) sustain their wealth and leave a legacy for their children and grandchildren and future generations.
Accredited Investors gain exclusive access to our Private Wealth Advisory, which offers global investment opportunities in the Alternative Investment space for the purpose of diversification or superior portfolio performance – a service backed by investment due diligence and research. You may also engage our Discretionary Investment Management service for direct access to a dedicated investment specialist and bespoke portfolio management services.
We establish a close relationship with you so that you can communicate your financial concerns as and when you encounter them. And, as befitting our position as your trusted personal wealth adviser and financial confidant, we believe in telling you what you need to know – not what you want to hear.
Wealth Planning
Your IPP Adviser will work with you to ensure that the wealth you have accumulated stays protected through astute wealth planning. Adopting a diverse selection of financial tools, your IPP Adviser will discuss ways to preserve and distribute your wealth including Legacy, Investment and Tax planning as well as Philanthropic Giving.
LEAVE A LASTING LEGACY
Just as you have successfully grown and managed your wealth through your life stages, equal thought should go to ensuring that your wealth is maintained through retirement and passed on smoothly to your loved ones in accordance with your wishes.PRESERVE AND GROW
You have amassed substantial wealth and it makes sense to ensure that you have a plan in place to optimise future growth of your wealth and, most importantly, preserve the value of your existing funds.Your IPP Adviser, with the support of a team of investment specialists, will help you design a comprehensive investment plan that takes into consideration your investment objectives, risk tolerance and investment timeframe.
The IPP organisation has been a MAS-licensed investment adviser since 1988 and we have been advising clients in the areas of investment planning and asset allocation since our founding in 1983.
KEEPING WHAT IS RIGHTFULLY YOURS
As your wealth accumulates, especially if funds are held in multiple jurisdictions, tax planning becomes a crucial component of your overall financial planning strategy. Your IPP Adviser will work with trusted external tax professionals to help you fulfil your tax obligations in the most efficient manner.MAKE A DIFFERENCE
At IPP, we support you in giving back to society by providing a range of philanthropic opportunities and programmes that are designed to be personal and highly rewarding. Whether you prefer to make an occasional donation or commit to a regular programme, or choose to donate anonymously or to have direct involvement with those who benefit from your donations, you can be assured that we base our philanthropic programmes on sound philanthropic advice and tailor each to your needs. Talk to your IPP Adviser about your options.Insurance Solutions
Life Insurance can form an important component of your overall wealth distribution strategy. The multiple insurance solutions offered by IPP help to ensure that your wealth is protected and you leave a legacy for your loved ones for generations to come.
Your IPP Adviser will be able to recommend from a wide choice of global insurance providers to bring you solutions customised to your exact needs.
By helping plan your estate and transfer your wealth easily between generations, it can help ensure your family maintains their existing lifestyle with minimal disruption.
Depending on your needs, your IPP Adviser may also recommend affordable plans that cover you and your loved ones internationally in instances where you need to seek specialised medical treatment overseas.
Ask your IPP Adviser about our extensive range of coverage including Home and Home Contents and Motor insurance as well as Travel insurance, which will continue that protection as you travel overseas.
Investment Advice
While preserving your wealth is our primary focus, we at IPP also seek to help you discover unique global investment opportunities that could enhance the overall performance of your portfolio.
You can choose to leave your investment decisions to an experienced investment specialist, who has the ability to make strategic changes to your portfolio in anticipation of changes in market conditions; or take control of the decision making yourself, bouncing investment ideas off your IPP Adviser and dedicated investment specialist as needed.
Backed by a team of professionals with at least 10 years of multi-sector experience, we source for alternative investment funds that historically offer reasonable risk-adjusted returns and low-to-moderate correlation with traditional investment strategies. We also identify long-only equity and bond funds that are differentiated from the retail offering.
We take a bottom-up approach in our assessment of funds and their managers, guided by a set of criteria such as history and longevity, jurisdiction, service providers, relevance and client servicing. In addition, we ensure that all funds we work with are lodged with the Monetary Authority of Singapore and the jurisdictions native to the funds.
We also place great importance on client assessment and the qualifications of our advisers to ensure that we deliver relevant products and quality service to you.
Private Clients Division
Our Private Clients Division comprises of experienced industry experts that specialises in serving global high net worth / ultra high net worth individuals and families, corporates and institutions, in the areas of investment management, discretionary portfolio management, asset financing and other personalised / customised fiduciary services. Together with our established strategic partners, the team delivers effective client solutions that are bespoke and tailored based on an individual’s persona, circumstances and long-term objectives; and aspires to develop long-term, multi-generational relationships with our private clients whilst providing outstanding and high quality client service.
IPP Financial Advisers Pte Ltd is a Registered Fund Management Company (RFMC) licensed under the Monetary Authority of Singapore (MAS).
David Mok
Head of Fund Management
Albert Lam
Managing Director of Investment
Anthony Choo
Managing Partner
