How does the advisor help clients – Key Takeaways:
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. offers comprehensive financial services to clients, ensuring their financial goals are met and their assets are managed effectively. With a team of experienced advisors and a wide range of services, COMPLUS ASSET MANAGEMENT strives to provide personalized and reliable support to their clients.
Facts and Insights
Founded in 1989, COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. has been providing financial services for over 30 years. As of 2021, they have assets under management (AUM) of $1.5 billion and a team of 50 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|——|——————————-|———————|
| 2021 | $1.5 billion | 50 |
Financial Services Offered
COMPLUS ASSET MANAGEMENT offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Education Planning
Client Types
COMPLUS ASSET MANAGEMENT caters to a variety of clients, including individuals, families, and businesses. They provide personalized financial solutions to help clients achieve their unique financial goals.
Fees & Compensation
COMPLUS ASSET MANAGEMENT follows a fee-based compensation model, which means their advisors do not receive any commissions on the financial products they recommend. Clients pay a fee based on the services provided, ensuring unbiased and objective recommendations.
Background
COMPLUS ASSET MANAGEMENT is a licensed and regulated financial advisory firm by the Monetary Authority of Singapore. Their team of advisors undergoes extensive training and is well-equipped to handle various financial situations and provide sound advice to their clients.
Financial Advisor Disclosures to Know
As a regulated financial advisory firm, COMPLUS ASSET MANAGEMENT is required to disclose any potential conflicts of interest to their clients. This ensures transparency and helps clients make informed decisions about their investments.