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]

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

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.