learn about Who we Are
About ENVYSION
Our Values and Mission
Solutions Centred
on You
We believe strongly in putting ourselves in the shoes of others. This is our guiding value and principle and is the “soul” of ENVYSION which leads us to put our clients’ interest at heart at all times. Our mission is to provide an independent, one-stop holistic platform for the ultra and high net-worth individuals and family offices in Asia. Our vision is to create a new and innovative platform that will be an open ecosystem for the independent wealth industry.
01
Professional
We take our professionalism seriously. We reinforce our values and ensure the continuous upgrading of our team.
02
Experienced
Our frontline team has over 10 years of experience in Private Banking. Our senior staff has over 20 years each, with a combined 100 years of experience as a team.
03
Innovation
To be the best independent asset manager, we invest in knowledge and technology to build an ecosystem suited to serve HNWI and family offices.
Remember the past
Tradition
The term Private Banking is used less nowadays. Today the term Wealth Management is preferred. The Private Bank of the past was often tied to wealthy families over a few generations. These banks would perform various services, including financial services for these families. These services include red carpet treatment and services outside of investments.
The word “private” is becoming less relevant today due to taxation and AML regulations requirements. Due to the cost of compliance, banks typically focus on their core business of financial advice and related services.
ENVYSION provides holistic, end-to-end services. We remember the bespoke red-carpet service of the past but invest for the future. Being a boutique independent wealth manager, we are happy to see to your needs beyond financial advice.
Bespoke Wealth Manager
Personal service
Our Start
ENVYSION Wealth is a startup with years of experience. Since then, we have grown in size supporting new clients.
Get to know each other
Understanding your Goals
Keeping You Up To Date
We Will Help You Every Step Of The Way
Contact us for more information on our products and services.
Independent Asset Manager
Full-Service
Independent Wealth Manager
We are a full-service independent asset manager based in Singapore.
Investment Advisory
Family Office Set up
Wealth Transfer
Business Solutions
Important things you should know
Questions And Answers
An independent asset manager (IAM) represents you independent of your account at the bank, usually a Private Bank. This also means consolidation of assets across your various accounts into a single view through your IAM.
Our license requires us to service Accredited Investors, Institutional Investors as well as other permitted customers under the Monetary Authority of Singapore (MAS) regulations.
ENVYSION Wealth Management holds a Capital Markets Services (CMS) license.
No, we do not hold your deposits or assets. These are custodised by licensed deposit-taking banks and independent custodians. Envysion provides investment advice and product solutions including best executable pricing for OTC products.
The advantages of working with an Independent Asset Manager is the open architecture, the years of experience, and the independence from a bank.
All our advisors have at least 10 years of experience each. They must also pass the IBF Client Advisory Competency Standards (CACS) as a minimum while maintaining their RNF by the required continuing education standards.
Yes, you can outsource your Chief Investment Officer function to Envysion. This is especially applicable for family offices or investment funds being re-domiciled to Singapore.
Drop us an email and start a conversation with us.
