Welcome to the second episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we [...]

Since February, markets have been extremely volatile due to escalating trade wars, particularly between the US and China, but also involving over 60 countries, including traditional allies like [...]

Getting retrenched can feel like being punched in the gut. For some, it comes as a surprise; for others, they see the writing on the wall and have to deal with gut-wrenching uncertainty until [...]

Being a trusted adviser to our affluent clients for over two decades, legacy planning is about more than just Index-linked Universal Life Policies (ULPs) or wills and trusts. In this week’s Money [...]

With President Trump announcing the reciprocal tariff on 2 April 2025, and the S&P 500 index dropping over 10% in two days while other markets are behaving similarly, it is very clear that [...]

Note: This market review was penned on 7 April 2025. As of 10 April 2025, markets have risen by approximately 10%. However, given the ongoing volatility and uncertainty, we believe the [...]

My first quarter of 2025 was fraught with ill health and medications aplenty. I had fallen sick since January, with remnants of a cough still lingering as I pen the words to this article. What [...]

Welcome to the third episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai [...]

If you are expecting this article to talk about Indexed-linked Universal Life Policies (ULPs) or about wills and trusts, I am not surprised. Because in my world of wealth management, that is what [...]

Welcome to the second episode of our miniseries for Finding Your Ikigai, where we invite a series of guests to explore what it means to live a good life, incorporating the concept of Ikigai and [...]

I made my first stock market investment in June 2009 during the Global Financial Crisis. It was sheer luck that I entered the market not long after it had hit its lowest point in March that year. [...]

Executive Summary  February was a challenging month for US stocks, as the uncertainty around how tariffs would affect businesses saw the S&P 500 pull back from its all-time high in the middle [...]

We are all familiar with gold, but what determines its price? Where does its investment return come from? What is the logic of investing in gold? Why does the price of gold soar sometimes and [...]

“I am now ready to be a wealth adviser.” With reference to an article I wrote in 2021, my ‘one day’ has come. Since my husband and I got married in 2016, our life together has been [...]

In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to, so our [...]