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tailored strategY

Customise and tailor your portfolio any way you want, according to your investment objectives.

non-retail investments

Enjoy exclusive access to institutional-level products and portfolios, and best-in-class solutions for your investments.

expert guidance

Accredited Investors get to enjoy personalised consultation from an advisory team that actively ensures your investments align with your goals.

Personalised portfolios

Let us curate a unique solution aligned to your convictions and risk preferences. Select from a variety of themes, geographies and sectors for a portfolio that best suits you.

Select your investment objective
core equity100
core equity100

For the growth investors, we select long-term, risk-adjusted investments. These consist mainly of equities, supplemented with REITs and other diversifiers.

possible portfolio allocation

EQUITY100

55

%

ALTERNATIVE FUNDS

15

%

INCOME+ ENHANCE

15

%

100% REITS

10

%

THEMATICS

5

%

core equity100
core equity100

For those who seek a more balanced portfolio, we focus mainly on yield-generating portfolios while staying true to our long-term, passive investment strategy.

possible portfolio allocation

EQUITY100

37.5

%

INCOME+ ENHANCE

35

%

100% REITS

15

%

ALTERNATIVE FUNDS

7.5

%

THEMATICS

5

%

core equity100
core equity100

If your goal is to generate passive income, we have the perfect portfolio for you – focused on generating yield consistently.

possible portfolio allocation

INCOME+ ENHANCE

55

%

EQUITY100

20

%

100% REITS

20

%

ALTERNATIVE FUNDS

5

%

core equity100
core equity100

For investors who want cash management solutions, we optimise for passive income yield while keeping your funds liquid.

possible portfolio allocation

CASH+ FLEXI

35

%

CASH+ GUARANTEED

35

%

INCOME+ PRESERVE

30

%

Your Private Wealth experience

01

CONSULT US

Schedule a call to let us understand your goals and advise you on next steps.



02

define strategy

Receive a clear, customised investment plan based on your goals and catered to your finances.

03

UNLOCK ACCESS

Unlock special access to best-in-class funds and strategies, as well as dedicated wealth advisory.


04

review PORTFOLIO

Your portfolios are reviewed regularly. No matter where life takes you, we are here to recalibrate as needed.


Experts at your service

As an Accredited Investor and Private Wealth client, you get to enjoy personalised service and advice from our team of wealth experts.

schedule call

Meet your team

ritesh 
ganeriwal

VP, Investments and Advisory

Grace qu

Investment Strategist

Jason ang

Wealth Advisory Lead

melvin goh

Senior Wealth Advisor

FAQs

What are the benefits of being a Syfe Private Wealth client?

Our Private Wealth offering combines the best of digital wealth management with personalized investment advisory by industry veterans. As a Syfe Private Wealth client, you not only enjoy the low fees but also get access to a range of products and services which are typically not available for retail clients.

Syfe’s Private Wealth offering currently includes:

  • In-depth goal-based financial planning & asset allocation advice

  • Customized solutions and portfolios tailor made for you

  • Access to Institutional and Accredited Investors only offerings

  • Access to Syfe’s investment portfolios at lowest applicable fees

  • Dedicated Wealth Advisor

Schedule a call with our dedicated team of wealth advisors

here

or write to us at

[email protected]

Does one need to be an Accredited Investor to be a Syfe Private Wealth client?

While being an Accredited Investor is not a prerequisite, our services will be limited to retail offerings if you do not qualify or do not wish to opt-in to be an Accredited Investor

How does one qualify as an Accredited Investor?

For individuals to attain Accredited Investor status, they have to meet at least one of the following criteria:

  • Net financial assets (e.g. bank deposits or investments held with other financial institutions) exceeding S$1 million (or its equivalent in a foreign currency) in value;

  • Net personal assets exceeding S$2 million (or its equivalent in a foreign currency) in value, of which the net value of the investor’s primary place of residence can only contribute up to S$1 million; or

  • Income in the preceding 12 months is not less than S$300,000 (or its equivalent in a foreign currency).

To opt-in as an Accredited Investor, kindly schedule a call with our dedicated team of wealth advisors

here

or write to us at

[email protected]

. For existing clients, please go to your account settings and click on the ‘Opt-In’ button for Accredited Investor.