We believe that savings planning is a core pillar of every successful wealth management strategy. Whether you wish to secure your children’s financial future, or are seeking expertise on succession, retirement. Our dedicated wealth advisors can prepare you for the future by setting up efficient medium and long- term saving solutions today.

When Asian families are asked why they are saving, most people say they are doing so for “precautionary” reasons, seeking protection against the unknown. They view their savings as a bulwark against both unexpected setbacks, such as losing a job, and inevitable life events, such as retirement.

Compartmentalising those savings in a way that aligns with your various needs and goals can be a more effective approach. We advise our clients to set aside some savings for emergencies in a dedicated “emergency reserve fund”, and a calculated portion of the rest into tailored solutions that provide a relatively stable return with risks diluted over a medium to long period of time. Our experienced advisors can provide a useful perspective here in helping you establish goals, assess risk capacity and determine appropriate asset allocation and saving strategies.