Singapore licensed fund manager
About
Long term personal commitment
Swaen Capital is a Singapore based licensed (CMS registration number 100212-2) independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers.
Our strength lies in the experience of the management team who have worked together for most of the last 20 years (collectively more than 100 years of experience) at various organizations.
Our focus lies within the wealth management business, covering client relationships, financial planning, advisory, as well as discretionary portfolio management.
We have developed strategic alliances with other leading independent firms to complement and extend our offerings to clients (global hedge fund research capability, alternative investment offerings, corporate finance, fund structuring & administration etc.
Our know-how, extensive global network and long standing presence in Asia allows us to provide a global footprint and at the same time enables us to capitalize on regional opportunities.
Comprehensive products and services
We like to define personal goals and objectives, a key element is to understand what it means to become “Financially Independent” and once achieved how to protect your wealth and chosen lifestyle. This is a different approach than most advisors, we incorporate a holistic and unique module (10 F’s). We are committed to design the best and optimal solution in an intimate and engaging relationship which starts with understanding and identifying the current situation of the client in great depth and to develop and create a long term comprehensive optimal life plan strategy.
Our clients only consist of accredited investors.
We have engaged world class custodians for our clients' assets such as Bank of Singapore, Bank Julius Baer, Deutsche Bank, DBS and Pershing LLC, a wholly owned subsidiary of the Bank of New York Mellon Corporation for clearing and custodianship on a fully disclosed basis.
On our investment platform we have both global fund managers such as Blackrock, Templeton, PIMCO, MFS, BlackOak as well as strong regional fund managers who allow us to anticipate and capitalize on regional opportunities.
Systematic Approach to financial freedom and wealth protection
It starts with understanding the clients' current environment and needs, followed by building a systematic wealth management plan for life with an ongoing monitoring process.
Creating wealth and fulfilment for our clients
Alignment of interests is key. We have the ability to look across platforms and products available in the industry without being constrained by a single bank’s product platform. This allows us to select best in breed investment opportunities based on investment merit and suitability.
Swaen Philosophy
Swaen Capital is committed to change the perception and implementation of true wealth management, in building a system in which the interest of the client comes first.