Wealth
We abide by a product-agnostic approach to deliver unbiased recommendations tailored to each client’s unique requirements
Our Expertise
Preserve and Grow Wealth for You, Your Family and Your Business
Like the Sherpas guiding mountaineers in their expeditions, we read the lay of the land by tapping on our deep collective experience, expertise and network, diverse perspectives and insights, synergies across the Shorea Capital business, and in-house research capabilities to help preserve and grow wealth for your family, business and yourself.
For quality assurance purposes, we have appointed RSM Risk Advisory Pte. Ltd. as our internal auditor and Ernst & Young LLP as our external auditor.
Our Strategies
The Tripartite Relationship
We holistically assess clients’ needs based on their current holdings, broader network, as well as dynamic factors such as financial market conditions. We abide by a product-agnostic approach to deliver unbiased recommendations tailored to each client’s unique requirements.
Discretionary
Mandate
Trust us with your investments and delegate decision-making to us through limited power of attorney
Advisory
Mandate
Draw on our full expertise and experience for timely updates or investment ideas and insights while you make the final decision
Consolidation and
Governance
Access Addepar for an aggregated view of your accounts across financial institutions
Our
Partners
Leverage research capabilities and insights, experience and knowledge of Shorea and its network partners for product-agnostic advice