Do one or more of the following scenarios apply to you?
1. You have a private banking relationship but are dissatisfied with your current relationship manager.
2. You are currently a priority/reserve banking client and has the ability to upgrade to private banking.
3. You have fully paid up your universal life insurance but are looking to monetise it.
4. You are looking for financing of your universal life insurance.
5. You are looking for multi-asset class solutions for variable universal life and/or private placement life insurance.
6. You are looking for income/yield enhancement products beyond unit trusts and equities.
At Financial Alliance, our Independent Asset Management (IAM) unit is one of the few in the market which offers high net worth clients financial planning, protection coverage to investment solutions all under one roof.
Our panel of private banks enable us to offer independent advice and tailor made investment solutions to meet your investment objectives while remaining transparent and aligned to your interest.
However, we are not limited by the offering of private banks as our network and access includes other IAMs, family offices, product providers and investment banks. We differentiate ourselves from private banks by our entrepreneurial approach and flat organisation structure which frees us up from corporate bureaucracy and unrealistic targets so that we can take care on your needs and achieve win-win outcomes.
For sophisticated clients who has more than one private bank relationship, similarly we can manage those relationships on your behalf while providing a holistic view of your accounts like having your own family office.
Are you keen to explore our unique service?
By submitting this form, I confirm that
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》，鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料（例如姓名，证件号码，联系电话，邮寄地址，电邮地址和照片）。 该政策可在本公司网站上查寻，网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
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