"many receive advice, few profit by it" - Publilius Syrus, ~100BC
“Secure Wealth Management exists to fulfil a vital need, increased by the financial crisis: the need for truly independent, professional and cost-effective wealth management.”
A real alternative to the Private Banks
Secure Wealth Management is pioneering truly independent, fee-only wealth management. This is the new model for wealth management around the world, however the provision of fee-only advice is still highly underdeveloped, in particular in South-East Asia. We offer the full suite of wealth management services, including listed and non-listed investments and Estate and succession planning services (with our partner firms). Our Wealth Allocation Strategy provides you with a complete solution for your entire balance sheet and income objectives.
Secure Wealth Management is truly independent. Our interests are completely aligned with our clients’. In contrast to Private Banks, we have no incentive to sell specific investment products to you. Nor do we receive any commission payments from investment product providers. In addition, we do not receive any revenues from trades executed in client portfolios, setting us apart from Private Banks and the vast majority of "independent" asset management boutiques.
Secure Wealth Management delivers a significant cost saving to clients who have previously worked with Private Banks. Our ETF-only client portfolios have a materially lower cost than typical mutual or hedge funds. Most asset management boutiques use the expensive execution platforms of Private Banks. We use state-of-the-art, ultra low-cost online execution platforms for managing our clients' money.
Our clients have full flexibility and can withdraw 100% of their portfolio in cash within 24 hours. We do not believe in any form of lock-in or penalty charge, which are the norm for hedge funds and Private Banks' structured products.
Our Managing Director has over 23 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.
Whilst we provide truly independent wealth management services, our clients’ assets are held exclusively by the world’s largest global custodians. Secure Wealth Management does not hold any client money on its own balance sheet.