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ORCHARD GLOBAL ASSET MANAGEMENT (S) PTE LTD

ORCHARD GLOBAL ASSET MANAGEMENT (S) PTE LTD

Description

About Orchard Global Asset Management (S) Pte Ltd

Orchard Global Asset Management (S) Pte Ltd (OGAM) is a leading financial advisory firm that offers comprehensive wealth management solutions to clients in Singapore and the surrounding regions. Since its inception in 2005, OGAM has been dedicated to providing expert financial guidance and personalized investment strategies to help clients achieve their financial goals.

How the Advisor Helps Clients – Key Takeaways:

  • Provides expert financial advice and personalized investment solutions
  • Helps clients achieve their financial goals
  • Offers comprehensive wealth management services
  • Utilizes a team of experienced and knowledgeable advisors

Facts and Insights:

OGAM has a team of over 50 experienced and knowledgeable advisors who are dedicated to providing top-notch financial advice and customized investment solutions to their clients. The firm has a strong belief in building long-term relationships with their clients, and this is evident in their commitment to understanding each client’s unique needs and creating a tailored investment plan that aligns with their financial goals.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$2 billion 50+ Established in 2005

Financial Services Offered:

  • Investment portfolio management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance and risk management
  • Wealth preservation strategies
  • And more

Client Types:

OGAM serves a diverse range of clients, including high net worth individuals, families, and business owners. The firm also partners with institutions, such as corporations and foundations, to provide specialized wealth management services.

Fees & Compensation:

OGAM is a fee-based advisor, which means that their compensation is primarily based on a percentage of the assets they manage for their clients. This incentivizes the firm to work in the best interest of their clients and helps align their goals with those of their clients. The specific fee structure is discussed and agreed upon with each client before any services are rendered.

Background:

OGAM is a subsidiary of Orchard Global Asset Management, which is a renowned asset management and wealth advisory firm with a global presence. Together, they have a combined experience of over 100 years in the financial industry, making them a trustworthy and highly reputable partner for investment and wealth management needs.

Financial Advisor Disclosures to Know:

OGAM adheres to strict ethical and professional standards, ensuring transparency and trust with their clients. The firm fully discloses all potential conflicts of interest, providing clients with complete information to make informed decisions. Additionally, OGAM is regulated by the Monetary Authority of Singapore (MAS) and must comply with all regulatory requirements and guidelines.

Company Information

Main Office

Mail Office

Other Information

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