Wealth
One-stop shop for your wealth.
We manage your portfolio across onshore IDR and offshore USD investment strategies, offering fiduciary advice to help you build your legacy with confidence.
A closer look at our offerings
Discretionary portfolios (Kontrak Pengelolaan Dana or KPD) tailored to your needs across offshore USD and onshore IDR investment strategies
Access to premier offshore USD investment strategies, like Private Equity and Private Credit Funds, at lower cost
Cross-border advisory and tax & estate planning services through our Partners
Fiduciary advice, your outsourced CIO
EXPERIENCE & EXPERTISE
Supervised over $25B in client assets across global asset classes. Our team brings decades of experience from premier Private Banks and Family Offices.
SECURE & TRANSPARENT
Client Assets are fully custodized under Clients’ name. We provide daily portfolio monitoring and analytics tools through Simpan Portal.
LOWER FEES, EXCLUSIVE ACCESS
We make sure our clients are able to access premier offshore investment strategies that private banks don’t offer or do – but at cheaper fees.
OUR PARTNERS
Meet our Offshore Partners
We offer extensive offshore capabilities, backed by our partnerships with global wealth management firms:
Discretionary Portfolio Management (KPD)
Your bespoke Fund. We help you tailor portfolios to meet your unique needs across private and public markets, in IDR and USD.
Explore our tailored solutions for aspiring individual investors and institutions. Find the right services to support your financial journey—no matter your starting point.
