Global Wealth Services
Global Wealth Services
Global Wealth Advisory Services
At Privatus, we adopt a family-first approach, and hence are always product-neutral. We are answerable to families and not to entities that design and sell financial products. We charge based on performance and therefore prioritize products that are designed to provide the highest value to you. Not adopting a commission led approach, we scan the entire landscape of financial products to always get you the best deal.
At Privatus, we adopt a family-first approach, and hence are always product-neutral. We are answerable to families and not to entities that design and sell financial products. We charge based on performance and therefore prioritize products that are designed to provide the highest value to you. Not adopting a commission led approach, we scan the entire landscape of financial products to always get you the best deal.
EVERY FAMILY IS UNIQUE.
THE SOLUTIONS SHOULD BE TOO.
EVERY FAMILY IS UNIQUE.
THE SOLUTIONS SHOULD BE TOO.
EVERY FAMILY IS UNIQUE.
THE SOLUTIONS SHOULD BE TOO.
Tailored Investment Services
Tailored Investment Services
Our clients' financial requirements are quite complex:
♦ They usually have multiple operating businesses ♦
♦ These businesses have a global footprint and hence span multiple jurisdictions ♦
♦ Their wealth spans across generations and may have multiple stakeholders within the family ♦
♦ The objectives behind managing their wealth are more evolved and go beyond only growth ♦
START WITH THE WHY.
We first deal with the why and then the how. The first discussion is about the purpose of wealth and defining the objectives. We then understand how our clients’ businesses are interlinked, which jurisdictions they operate in, and the wealth objectives of the various family stakeholders. The investment team then takes over to recommend the strategy that best addresses the above. What’s more, we always give you the choice of working with your existing banks and custodian relationships for executing our strategy.
WHAT EXACTLY DO WE DELIVER, AND HOW?
We first map your wealth objectives to a long term strategic asset allocation. In doing so, we factor in your existing investment portfolios and optimize and adjust them to meet your wealth goals. Our investment team is well-versed in the full range of asset classes globally. Our expertise is not restricted just to our in-house team. It also extends to the vast network of specialist experts, which we have grown and nurtured over 25 years. This network ensures that we often bring to the table unique opportunities, especially in private equity and real estate, which may not be publicly available in the open market.
We should re-emphasize that as a boutique firm focused on fewer clients, we proactively lavish a lot of time to recalibrating our investment strategy to your investment goals.
And lastly, our processes include regular monitoring and rebalancing of your portfolios so that they continue meeting your objectives, don’t cross your risk constraints, and yet make the most of short term market opportunities.
Our clients' financial requirements are quite complex:
♦ They usually have multiple operating businesses ♦
♦ These businesses have a global footprint and hence span multiple jurisdictions ♦
♦ Their wealth spans across generations and may have multiple stakeholders within the family ♦
♦ The objectives behind managing their wealth are more evolved and go beyond only growth ♦
START WITH THE WHY.
We first deal with the why and then the how. The first discussion is about the purpose of wealth and defining the objectives. We then understand how our clients’ businesses are interlinked, which jurisdictions they operate in, and the wealth objectives of the various family stakeholders. The investment team then takes over to recommend the strategy that best addresses the above. What’s more, we always give you the choice of working with your existing banks and custodian relationships for executing our strategy.
WHAT EXACTLY DO WE DELIVER, AND HOW?
We first map your wealth objectives to a long term strategic asset allocation. In doing so, we factor in your existing investment portfolios and optimize and adjust them to meet your wealth goals. Our investment team is well-versed in the full range of asset classes globally. Our expertise is not restricted just to our in-house team. It also extends to the vast network of specialist experts, which we have grown and nurtured over 25 years. This network ensures that we often bring to the table unique opportunities, especially in private equity and real estate, which may not be publicly available in the open market.
We should re-emphasize that as a boutique firm focused on fewer clients, we proactively lavish a lot of time to recalibrating our investment strategy to your investment goals.
And lastly, our processes include regular monitoring and rebalancing of your portfolios so that they continue meeting your objectives, don’t cross your risk constraints, and yet make the most of short term market opportunities.
LONG AGO, IT TOOK AN ADVENTURER
TO SET SIGHTS ON FOREIGN LANDS.
WE’VE ADDED JUST A LITTLE EASE TO THAT ADVENTURE.
LONG AGO, IT TOOK AN ADVENTURER
TO SET SIGHTS ON FOREIGN LANDS.
WE’VE ADDED JUST A LITTLE EASE TO THAT ADVENTURE.
LONG AGO, IT TOOK AN ADVENTURER TO SET SIGHTS ON FOREIGN LANDS. WE’VE ADDED JUST A LITTLE EASE TO THAT ADVENTURE.
Property and Real Estate Services
Property and Real Estate Services
Real estate investments have many dimensions.
Real estate is a significant part of the portfolio of a lot of our clients. What they need is:
♦ Ground expertise in the locations of their choice ♦
♦ Access to the 'real' off-market deals ♦
♦ A turnkey approach from funding, valuation, and verification to tenancy and property management ♦
THE PRIVATUS APPROACH:
Firstly, since we handle your portfolio, we have a clear understanding of the role real estate plays in your overall investment strategy. We, therefore, are clear in our search criteria. Our deep network with ground experts ensures that we have access to the best properties - the hidden ones that are not part of regular market listings. We also run an independent valuation of the shortlisted properties before we make a final recommendation. Our services extend beyond just sourcing. If required, we can also assist you with funding and raising debt to acquire the property. We don’t stop there. If you need the property to be managed or for that matter, put up for tenancy, we handle that too. And lastly, we work with a trusted team of legal professionals and accountants to manage both the conveyancing and the preparation and filing of tax returns and accounts.
And since we handle only a limited number of families, we do it with the passion of a family member but backed by the ground-level expertise of real estate and legal professionals.
Real estate investments have many dimensions.
Real estate is a significant part of the portfolio of a lot of our clients. What they need is:
♦ Ground expertise in the locations of their choice ♦
♦ Access to the 'real' off-market deals ♦
♦ A turnkey approach from funding, valuation, and verification to tenancy and property management ♦
THE PRIVATUS APPROACH:
Firstly, since we handle your portfolio, we have a clear understanding of the role real estate plays in your overall investment strategy. We, therefore, are clear in our search criteria. Our deep network with ground experts ensures that we have access to the best properties - the hidden ones that are not part of regular market listings. We also run an independent valuation of the shortlisted properties before we make a final recommendation. Our services extend beyond just sourcing. If required, we can also assist you with funding and raising debt to acquire the property. We don’t stop there. If you need the property to be managed or for that matter, put up for tenancy, we handle that too. And lastly, we work with a trusted team of legal professionals and accountants to manage both the conveyancing and the preparation and filing of tax returns and accounts.
And since we handle only a limited number of families, we do it with the passion of a family member but backed by the ground-level expertise of real estate and legal professionals.
ART.
ADORNS WALLS. ADORNS INVESTMENTS.
WE TAKE CARE OF BOTH.
ART.
ADORNS WALLS. ADORNS INVESTMENTS.
WE TAKE CARE OF BOTH.
ART.
ADORNS WALLS. ADORNS INVESTMENTS.
WE TAKE CARE OF BOTH.
Collectibles Services
Collectibles Services
Art is a passion for our clients and an excellent investment too. It is also a family heirloom and is passed across generations, which makes it an emotional investment. The catch though, is that the art and collectibles market is complex and unregulated, and art acquisition, valuation, risk assessment and logistics can be quite tricky.
PRIVATUS' COLLECTIBLES SERVICES:
We bring to the table impartial advice along with an overall understanding of where art and collectibles fit in your entire portfolio. Our network of art professionals can handhold you at all the stages of transacting in the collectibles market. Our services include authentication and valuation of the pieces, independent risk assessment, logistics and collection management, and representing your collectibles at auctions. What’s more, we will also help you raise finance against your collectibles.
Art is a passion for our clients and an excellent investment too. It is also a family heirloom and is passed across generations, which makes it an emotional investment. The catch though, is that the art and collectibles market is complex and unregulated, and art acquisition, valuation, risk assessment and logistics can be quite tricky.
PRIVATUS' COLLECTIBLES SERVICES:
We bring to the table impartial advice along with an overall understanding of where art and collectibles fit in your entire portfolio. Our network of art professionals can handhold you at all the stages of transacting in the collectibles market. Our services include authentication and valuation of the pieces, independent risk assessment, logistics and collection management, and representing your collectibles at auctions. What’s more, we will also help you raise finance against your collectibles.
PRIVATUS SAIML PTE. LTD.
6 TEMASEK BOULEVARD
SUNTEC TOWER 4
UNIT #23-02
SINGAPORE - 038986
Created by Think WhyNot
© 2020
PRIVATUS is a brand of SAIML Pte Ltd, a CMS licenced company regulated by MAS.