Corporate Members

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.

Credit Suisse

Credit Suisse is one of the world’s leading financial services providers. Our strategy builds on Credit Suisse’s core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific (APAC) and other emerging markets, while also serving key developed markets. Credit Suisse Wealth Management is a leading player in APAC. Our position as the Bank for Entrepreneurs in Asia and our unique integrated banking platform which spans the wealth management and investment banking businesses, allows us to continue to serve our UHNW entrepreneur clients across their wealth and business needs in a truly holistic way.

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.

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.

EFG Bank AG

EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. EFG International’s group of private banking businesses operates in around 40 locations worldwide. Its registered shares (EFGN) are listed on the SIX Swiss Exchange.

EFG International AG, Bleicherweg 8, 8001 Zurich, Switzerland

www.efginternational.com

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.

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.

KPMG

KPMG is a global organization of independent professional services firms providing Audit, Tax and Advisory services. KPMG is the brand under which the member firms of KPMG International Limited (“KPMG International”) operate and provide professional services. “KPMG” is used to refer to individual member firms within the KPMG organization or to one or more member firms collectively.

KPMG firms operate in 144 countries and territories with more than 236,000 partners and employees working in member firms around the world. Each KPMG firm is a legally distinct and separate entity and describes itself as such. Each KPMG member firm is responsible for its own obligations and liabilities.

KPMG International Limited is a private English company limited by guarantee. KPMG International Limited and its related entities do not provide services to clients.

For more detail about our structure, please visit home.kpmg/governance.

Global-Asia Family Office Circle – Corporate Members