ServiceS
Private
Wealth
Advisory
START
SOMETHING
WITH NO END
PRESERVING Wealth, SEEKING OPPORTUNITIES FOR GROWTH
Sustain Wealth And Leave A Legacy For yOUR Future Generations.
Both financial planning and wealth management have many similarities, but there are several key differences. 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 through proper retirement and legacy planning. We help our clients leave a legacy of wealth 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 management. Adopting a diverse selection of financial tools, your IPP Adviser will discuss ways to preserve through retirement planning and distribute your wealth including Legacy, Investment and Tax optimisation as well as Philanthropic Giving.
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.
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.
Private client Division
Our Private Clients Division comprises 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 an Accredited / Institutional Licenced Fund Manager Company (A/I LFMC) licensed under the Monetary Authority of Singapore (MAS).