Our Private Wealth offering combines the best of digital wealth management with personalized investment advisory by industry veterans. As a Syfe Private Wealth client, you not only enjoy a lower management fee of 0.35% p.a. for Syfe’s managed investment portfolios, but also get access to a range of products and services which are typically not available for retail clients.
Syfe’s Private Wealth offering currently includes:
- In-depth goal-based financial planning & asset allocation advice
- Customized solutions and portfolios tailor-made for you
- Access to Institutional and Accredited Investors only offerings
- Access to Syfe’s investment portfolios at the lowest applicable fees
- Dedicated Wealth Advisor
Is there a minimum investment amount required to be a Syfe Private Wealth Client?
Our Private Wealth clients typically start relationships with at least S$500,000 in assets. Should you have any concerns, do reach out to our Wealth Advisors, we'll be happy to assist you.
If you are interested to find out more, please schedule a call with our dedicated team of wealth experts here or write to us at privatewealth@syfe.com.