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How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and management services.
- Creates personalized investment strategies for each client.
- Offers a wide range of financial services and expertise in multiple industries.
Facts and Insights
KEPPEL FUND MANAGEMENT LIMITED is a leading financial advisory and wealth management firm with a strong focus on delivering exceptional results for their clients. With a team of experienced and knowledgeable advisors, they help individuals and businesses achieve their financial goals through strategic investment planning and management.
Founded in 1996, KEPPEL FUND MANAGEMENT LIMITED has established itself as a trusted and reputable firm in the financial industry. Their success can be attributed to their commitment to providing top-notch financial services and their dedication to maintaining long-term partnerships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2.5 billion (as of December 2020) |
|---|---|
| Number of Advisors | 25 |
| Time in Business | 25 years |
Financial Services Offered
- Investment Planning and Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Insurance Services
Client Types
- Individuals
- High Net Worth Individuals
- Businesses
- Organizations
Fees & Compensation
KEPPEL FUND MANAGEMENT LIMITED believes in transparent and fair compensation for their services. They offer various compensation options including fee-based and commission-based models. The fees and expenses involved are clearly discussed and agreed upon with the client before any services are provided.
Background
KEPPEL FUND MANAGEMENT LIMITED was founded by a team of experienced financial professionals with a shared passion for helping clients achieve financial success. With a strong focus on personalized service and long-term relationships, they have built a loyal and satisfied client base over the years. They stay up-to-date with the latest financial trends and regulations to provide the best possible solutions for their clients.
Financial Advisor Disclosures to Know
KEPPEL FUND MANAGEMENT LIMITED is a Registered Investment Advisor (RIA) and follows the fiduciary standard. This means they are legally bound to act in the best interests of their clients and must disclose any potential conflicts of interest. They have a strict code of ethics and always prioritize their clients’ financial goals and well-being.