"many receive advice, few profit by it" - Publilius Syrus, ~100BC

Mission Statement:

“Secure Wealth Management exists to fulfil a vital need, increased by the financial crisis: the need for truly independent, professional and long-term wealth management for high and ultra high net-worth individuals.”

The new model for wealth management

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 act as partner-of-choice for high and ultra high net-worth individuals in South-East Asia and around the world.

As a fee-only wealth management practice, our interests are completely aligned with our clients’. We have no incentive to sell specific investment products to you, since we do not retain any commission payments from investment product providers, nor from trades executed in client portfolios. We strive to minimise all product charges that you pay.

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.

We provide a fully transparent, highly personal 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 largest global custodians. Secure Wealth Management does not hold any client money on its own balance sheet.