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Welcome back to part three of this nine-part mini-series, where we delve into the wealth management journey of our clients. As the leading fee-only wealth advisory firm in Asia, we have been [...]

A week ago, I was in Guangzhou to participate in a closed-door meeting with the Chinese investment advisory industry leaders and government officials. I also gave a keynote speech to their [...]

At Providend, we adopt an investment strategy that is market evidence-based. Our investment philosophy and approach must: Be able to deliver long-term returns that thrive at meeting the [...]

February 16, 2024, marked the closure of the loophole to ‘shield the Special Account’ – the risk-free and high-yielding liquid CPF account. Two of my colleagues are moderators of the 1M65 [...]

Executive Summary  Equities continued their upward trend in March. However, this time, value stocks shone. Strong performances from the energy, material, industrial, and financial sectors boosted [...]

Welcome back to part two of this nine-part mini-series, where we delve into the wealth management journey of our clients. Being a trusted adviser to our affluent clients for the past two decades, [...]

Working in a financial advisory firm, I frequently overhear my colleagues discussing how they assist clients in reaching their life goals by increasing their wealth through investments. This [...]