How does the advisor help clients – Key Takeaways:
- Graticule Asset Management Asia Pte. Ltd. is a financial expert with expertise in managing assets for clients.
- They offer a range of financial services to help clients meet their investment goals.
- The firm primarily caters to high net worth individuals and institutional clients.
- Graticule has a transparent fee structure and a team of experienced financial advisors.
Facts and Insights
Graticule Asset Management Asia Pte. Ltd. (Graticule) is a leading financial services firm based in Singapore. They specialize in managing assets for high net worth individuals and institutional clients. With a team of experienced financial advisors, Graticule offers customized investment solutions to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| USD $5 billion | 25 | 10 years |
Financial Services Offered
- Investment management
- Asset allocation
- Risk management
- Wealth planning and management
- Estate planning
- Portfolio management
- Alternative investments
Client Types
Graticule primarily caters to high net worth individuals and institutional clients such as pension funds, endowments, and family offices. They also work with corporations and government agencies to manage their investment portfolios.
Fees & Compensation
Graticule has a transparent fee structure and charges a management fee based on a percentage of the client’s AUM. The fees may vary depending on the services provided and the complexity of the client’s investment portfolio. They also adhere to a no-commission policy to avoid any conflicts of interest.
Background
Graticule Asset Management Asia Pte. Ltd. was founded in 2011 by a team of experienced financial professionals with a combined experience of over 50 years in the industry. The company has made a name for itself in the financial services sector with its strong track record and commitment to providing personalized investment solutions to clients.
Financial Advisor Disclosures to Know
Graticule is a registered financial advisor and is regulated by the Monetary Authority of Singapore (MAS). They operate under strict regulatory guidelines and are required to disclose any potential conflicts of interest to their clients. As a transparent and ethical firm, Graticule ensures that all advisor-client relationships are based on trust and open communication.