Corporate Members - WMI

Global-Asia Family Office Circle – Corporate Members

Corporate Members are leading firms in their field who partner the GFO Circle to build capabilities in the family office ecosystem.

You can use the filter option to search for GFO Circle Corporate Members based on their industry. The filter feature allows you to select multiple options.

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Bank Of Singapore

Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapore, Bank of Singapore operates from a strong and open economy. We are one of the fastest growing private banks in Asia, offering a structured and consistent approach – an open architecture product platform with robust research capabilities to deliver a total risk-based solution customised to each client’s needs. As we are strategically positioned to serve our clients across the globe with our network of offices, they also enjoy access to our parent company’s full suite of investment and commercial banking solutions such as financing, insurance, and brokerage services.

BNP Paribas Wealth Management

BNP Paribas Wealth Management is the largest private bank in the Eurozone and a leading private bank in Asia. Present in Hong Kong, Singapore and Taiwan, BNP Paribas Wealth Management has been a provider of private banking services in Asia for decades, supporting Ultra-High-Net-Worth individuals in protecting, growing and passing on their wealth. As part of the BNP Paribas Group, the bank is able to leverage its in-house capabilities and global network to deliver a tailor-made experience, with precise, local knowledge backed by global know-how. This One Bank approach enables us to offer Ultra-High-Net-Worth-Individuals and Family Offices institutional-caliber solutions.

For over 150 years, BNP Paribas Wealth Management has been constantly seeking innovative solutions to meet our clients’ needs. We commit our rich heritage as well as our network of world class expertise to one goal: helping clients to align their wealth with their values for a positive impact. The Bank for a Changing World.

Cambridge Associates

Cambridge Associates is a global investment firm. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios that generate outperformance so they can maximise their impact on the world. With over 50 years of institutional investing experience, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including discretionary portfolio management (outsourced Chief Investment Officer), non-discretionary portfolio management, staff extension and alternative asset class mandates.

Cambridge Associates currently maintains offices in Boston; Arlington, VA; Beijing; Dallas; Hong Kong; London; Munich; New York; San Francisco; Singapore; and Sydney. Cambridge Associates consists of six global investment affiliates that are all under common ownership and control. For more information, please visit www.cambridgeassociates.com.

Citi

Citi is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the United States. Citi does business in more than 180 countries and jurisdictions, providing corporations, governments, investors, institutions and individuals with a broad range of financial products and services.

DBS

DBS Private Bank is a leading Asian wealth manager headquartered in Singapore, serving wealthy individuals and families looking to capture opportunities in Asia’s growing wealth market. Building on its award-winning family office and research teams, and harnessing the strength of its corporate and investment banking arms, DBS Private Bank provides clients with bespoke solutions and expert advisory to build, manage and protect their wealth for the long-term. Through DBS Foundation, DBS Private Bank also guides clients through their impact-first investing and venture philanthropy journeys.

DBS Private Bank has recently been named “Asia’s Best Bank for Wealth Management” by Euromoney, “Best Asian Private Bank”, “Best for Family Offices in Singapore” and “Best for Wealth Transfer/Succession Planning in Singapore” by Asiamoney.

DBS has a presence in 18 markets including key Asian growth markets: Greater China, Southeast Asia and South Asia.

Deloitte

As an undisputed leader with a global network, Deloitte is uniquely able to offer you a whole new world of opportunities to solve big problems, lead the way on emerging trends, and help drive real change for our clients and communities. Building on our 175-plus year history, Deloitte spans more than 150 countries and territories. With a workforce of the industry’s greatest minds, we have worked with leaders worldwide—from Fortune Global 500® companies to private businesses—to help them succeed and support their people. In Singapore, services are provided by Deloitte & Touche LLP and other related entities in Singapore, which are affiliates of Deloitte Southeast Asia Ltd. Deloitte Southeast Asia Ltd is a member of Deloitte Asia Pacific Limited and of the Deloitte Network.

To find out more, visit www.deloitte.com/sg

Dentons Rodyk

Dentons Rodyk is one of Singapore’s Big 5 law firms with a team of around 200 lawyers offering clients a full suite of legal services necessary to do business locally and globally. We regularly represent a diverse clientele across a broad spectrum of industries in the various practice areas. Consistently ranked highly in leading publications, we pride ourselves on providing the highest quality advice to our clients while maintaining strong working relationships with key public sector agencies and leading organizations in the private sector.

EY

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. EY is the leading advisor for family offices and enterprises. EY has over 600 Private Tax partners and professionals, seamlessly supporting business owners, family office, family enterprises and private equity clients from Greater China, Japan, Korea, ASEAN to Oceania. As a trusted business advisor for Private groups, business owners and startups, EY helps many clients by bringing together cross-border seamless end-to-end solutions for:-

• SFO structuring, from tax and operational perspectives
• Family governance and wealth transition
• Pre-IPO planning
• Ongoing tax and CRS compliance of SFOs
• Group structuring and reorganisations
• Debt/capital restructuring
• M&A and exit planning
• ESG
• Digital strategy (including blockchain and cryptocurrencies)

Fullerton Fund Management Co. Ltd

Fullerton Fund Management (“Fullerton”) values robust relationships, focusing on optimising investment outcomes and enhancing investor experience, to suit the unique needs of our clientele. We believe in building relationships to deliver exceptional experience, inspiring trust through stewardship and investment excellence, and generating value through innovative and sustainable solutions. We help clients, including government entities, sovereign wealth funds, pension plans, insurance companies, private wealth and retail clients to achieve their investment objectives. We offer investment solutions that span equities, fixed income, multi-asset, alternatives and treasury management, while also focusing on investment insights, performance and risk management. Incorporated in 2003, Fullerton is headquartered in Singapore, and has associated offices in Shanghai, London and Brunei. Fullerton is part of a multi-asset management group, Seviora, a holding company established by Temasek. Income, a leading Singapore insurer, is a minority shareholder of Fullerton.

ICONIQ Capital (Singapore) Pte Ltd

ICONIQ is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.

JP Morgan

J.P. Morgan is recognized as a global leader in financial services to corporations, governments, institutions and wealthy individuals in more than 100 countries. Globally, J.P. Morgan Private Bank oversees $1.93 trillion in client assets. In Asia, it delivers customized wealth solutions to UHNW individuals and families. Leveraging its global network and local expertise in investing, family offices, philanthropy, credit, and fiduciary services, the private bank helps clients reach their long-term, multi-generational goals. It has a team of specialized experts to advise on all aspects of wealth management and its ratio of clients per client advisor is consistently 12:1. The Singapore office, established in 1964, is a fully-integrated provider of corporate and investment banking, commercial banking, asset management and private banking. In 2022, J.P. Morgan relocated to a new office space in CapitaSpring – a newly developed 51-story tall premium Grade A building that reflects the bank’s net-zero carbon aspirations.

Julius Baer

Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth. At the end of June 2022, assets under management amounted to CHF 428 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. Julius Baer is present in over 25 countries and in 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base and our entrepreneurial management culture make us the international reference in wealth management.