Wealth Management
Drawing on our extensive team experience and global network, we offer client-centric, holistic and independent wealth management solutions.
Our advisory and discretionary managed solutions are focused on risk-adjusted performance and cost mitigation.
Discretionary Cross-Asset Bespoke Portfolios
This Multi-Asset bespoke portfolio program blends a risk controlled portfolio construction process with a fully open architecture.
We provide bespoke asset allocation tailored to your specific time horizon, risk tolerance and liquidity needs. After sharing the results of our multi-decade back-test analysis, you will then be able to choose a strategy that is closely aligned with your objectives.
Once your strategy is determined, we allocate dynamically to the most efficient investment solutions such as ETFs and best-in-class fund managers.
Personalised Advisory Service
Our advisory service gives you access to personalised wealth and investment advice from our Wealth Management team.
As an advisory client you will gain access too:
- Personalised advice and selected investment solutions from our Wealth Manager, perfectly match your criteria and investment goals.
- Independent thematic conviction ideas and portfolio recommendations developed by Namara's CIO Office. This key part of our wealth management offering draws on cross-asset propriety research, and forms a basis for customised investment solutions around thematic secular and tactical ideas.
- Our open architecture investment platform.
Our advisory services also include high value-added connections at top tier Banks, Digital Ecosystems, and Law Firms.
Variable Capital Company Funds (VCC)
We know our clients face complex challenges in managing and structuring their family assets. That’s why Namara Wealth Advisors have developed various Singapore Variable Capital Company (VCC) funds.
VCCs are the perfect platform to take advantage of a Singapore structured offering for family offices. The VCC is highly customizable and will allow you to shield your wealth, efficiently manage it and ultimately passing it to the next generation.
