SERVICES AND SOLUTIONS
Advisory Services and Portfolio Strategies
For clients who would like to actively make their own investment decisions with personalised recommendations from the Golden Equator Wealth team, an advisory relationship is most suitable. While we act as your personal and family adviser for all financial and business matters, taking care of the necessary administrative tasks and liaising with different industry partners, you can have peace of mind as all investment decisions require your approval.
You will have access to all asset classes, including:
• Global equities
• Fixed income
• Mutual funds
• Foreign exchange: margin trading and hedging
• Derivatives and structured products
• Commercial and residential property investments
• Alternative Investments, including private equity and hedge funds
Our professionals are able to aid your investment decision making process, leveraging on their wealth of experience, coupled with access to financial research from various private banks, law firms, accounting/audit/tax consultants, and other industry partners.
Discretionary Portfolio Management
Our clients who are time-strapped and wish to capture opportunities in the fast-moving financial markets value Golden Equator’s Discretionary Portfolio Management services. Under this engagement, we work closely with clients to set out a clear investment mandate with asset allocation guidelines and investment boundaries.
With both advisory and discretionary portfolio management services, our clients select private banks of their choice to custodise their assets, and will always remain the sole owner of the assets. Golden Equator does not have the authorisation to withdraw or transfer assets to any other accounts. We adopt a strict bank agnostic policy, only acting in our clients’ best interests.
We assist our clients with access to credit facilities through a wide range of tailored solutions to cater to their portfolio and business needs.
• Real estate financing
• Illiquid asset financing
• Investment portfolio leverage
Wealth Transfer & Succession Planning
Our Wealth Management Team understands that managing a family’s wealth is more than delivering financial returns. We are committed to the preservation of their family heritage and legacy.
• Private investment companies
• Private fund structuring
• Private family funds
• Universal life insurance
• Family council
• Grooming the next generation
Global Investor Program Scheme (GIP Scheme) application
Global Investor Programme (GIP) is launched for investors who are interested in starting up a business or investing in Singapore. Through this programme, the investors, their spouses and children who are below 21 years of age are eligible for Singapore Permanent Resident (PR) status.
Investors can also choose to invest in the setup of a Singapore-based single family office in their application for Singapore PR status.
Contact us for more information on the application process, required documents and fees involved.
CLIENT RELATIONSHIP ESTABLISHMENT
Discussion of financial goals
We spend time understanding your current financial situation, lifestyle preferences, investment experience, risk tolerance and return objectives.
Signing of a Client Mandate with Golden Equator
If you feel comfortable with our philosophy, we welcome you to come on-board with us. After signing a Client Mandate, we will tailor an investment strategy and select preferred financial institutions that are best positioned to meet your requirements. Our fees are transparent and we ensure that our clients understand the advantages come with our engagement and partnership.
Execution of investment strategy
With a Limited Power of Administration signed, we are able to liaise with the bank and execute investments in order to manage our client’s assets efficiently. GEC does not execute withdrawal or transfer of funds out of the account. Our clients enjoy ease of mind, leaving the daily administration of the account in our care as we ensure that their interests are always honoured.
Review and rebalancing of portfolio
We will provide you with ongoing reviews of your investment portfolio, adjusting the tactical investment objectives and rebalancing portfolio allocations when necessary. We regularly update you on the latest market news, generate strategic investment ideas and share investment opportunities with you.