info@securewm.com
 
+66 2 636 3264

independent advice for the new financial era

Not registered?
If you already have access please login below
User Name:
Password:
Not registered?
If you already have access please login below
User Name:
Password:
The need for wealth management
Clients are deeply dissatisfied
Why we are different
Testimonials
Experience and qualifications
10 key characteristics
CLIENT LOGIN
Username:
Password:
 

'many receive advice, few profit by it (Publilius Syrus, ~100 BC)'

Mission Statement:

“Secure Wealth Management exists to fulfil a vital need following the recent financial crisis: that for truly independent, professional and long-term financial advice to high net-worth individuals in South-East Asia.”

Why Secure Wealth Management is different:

The provision of fee-only advice in South-East Asia is still highly underdeveloped. Secure Wealth Management exists to fulfil this need. We act as local and regional partner-of-choice for high net-worth individuals in South-East Asia.

As a fee-only practice, our interests are completely aligned with our clients’. We have no incentive to sell specific products to you, nor do we retain any commission payments from product providers. We strive to minimise all product charges that you pay. We are paid only by our clients, and we work only for our clients.

We have over 20 years’ experience advising clients in the world’s financial capitals, combined with qualifications of the highest level in financial analysis and wealth management. Our aim is to earn your respect in a long-term partnership, by providing the highest-quality professional advice available in the region.

We provide a clear, back-to-basics and yet highly effective financial planning and wealth management service, with equal emphasis on risk management and return generation. Taking a holistic view of your finances within your overall lifestyle ensures that we achieve our ultimate goal for you: complete peace of mind regarding your financial affairs.

Whilst we provide a completely independent wealth management service, our clients’ assets are held exclusively by the world’s top global banks. This provides a significantly increased level of security for our clients. Secure Wealth Management does not hold any client money on its own balance sheet.