Best Wealth Management Accounts For Value Investors

From managing your portfolio to offering the best investment advice, these wealth management firms can help solve all your financial woes at a price.

With DIY investing, you’ve got to rely on your own skillsets and research when you’re choosing which companies to invest in. No one can predict how well a company will do in the next five to 10 years, so it all boils down to your own self-belief that you’ve done sufficient research. But what can go wrong might go wrong.

If you don’t have that kind of confidence because you’re just starting out, maybe you’ll have better peace of mind if your funds are professionally managed by world-renowned asset management firms. Not only do they have access to crucial information about investments including in-depth market analysis, but they also have an eye for looking out for companies with the greatest growth potential to invest your money in.

Looking for an asset management firm can be extremely daunting, but we got your back. Here are the best 7 wealth management companies in Singapore to help manage your investment portfolio for you. Alternatively, you can also invest in a regular savings plan that fits your goals. 

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1. Lion Global Investors

In the world of investing, Lion Global Investors has been a highly-accredited investment firm for many years. Since 2005, they have been managing assets worth more than S$30 billion.

Specialising in Asian investment markets, they manage Asian fixed income, equity and multi-asset strategies for both retail and institutional investors. Aside from managing your portfolio, they also have valuable insights if you need investment advice and strategies. They offer a wide range of funds including the LionGlobal Disruptive Innovation Fund, LionGlobal All Seasons Fund and Lion-OCBC Securities Singapore Low Carbon ETF.

As part of Great Eastern Holdings and a member of the OCBC Group, they have been the oldest and most established life insurance group in both Singapore and Malaysia, providing their customers with a peace of mind knowing that their funds are in safe hands. 

2. BlackRock

As a large global wealth management firm and one of the world’s leading asset management firms, BlackRock also places a lot of emphasis on sustainability as its focus is to invest in companies that provide carbon reduction solutions.

They offer an extensive range of asset management services and features, including active trading and market-making. They have their own software like iShares for ETF investing and Aladdin for portfolio management. Aside from those, they also offer a wealth of mutual funds to choose from, and investment insights like market insights and global weekly commentaries. 

As of 31 December 2020, BlackRock’s assets under management totalled US$8.68 trillion, proving their impeccable capabilities as a wealth management platform.

Want to pay for lower management fees yet be hands-free with your investments? Check out the best robo advisors in Singapore.

3. Abrdn

Known previously as Aberdeen Standard Life, Abrdn has since rebranded since April 2021 and aims to provide future-fit investment opportunities for investors internationally. As of 31 December 2021, they have about GBP 542 billion in assets that they are managing.

Another company that emphasises investing sustainably, their operations and services have been integrated with environmental, social and governance considerations. Their services include offering investment solutions, providing financial advisory services and personal wealth business to help individuals plan for financial security.

They also provide a range of investment portfolio management, including fixed income, active equities, multi-asset, private markets, real estate and many more.

4. Fidelity International

Established in 1969, Fidelity International has about US$767.6 billion in assets under management as of 31 March 2022. With sustainable investing being the core of their investment processes, they have integrated sustainability considerations across asset classes and actively engage with companies to improve their sustainability standards.

They offer a myriad of funds, including equity, fixed income, property and multi-asset investment strategies to investors worldwide. If you’re new to investing, they also have educational materials to learn more about investing, as well as news and insights to equip you with crucial investment knowledge to invest responsibility and smartly.

Want to take your wealth to the next level? Sign up for a priority banking account to enjoy a wealth of financial services as well as a dedicated Relationship Manager.

5. UOB Asset Management

As the only bank that offers asset management on the list, UOB Asset Management is a leading Asia-based asset manager based in Singapore. They offer global investment management services to individuals, institutions and even corporations. As of 31 March 2022, they have over S$36.5 billion of assets under management and have won more than 300 awards regionally since they were established in 1986.

As a household name in Singapore, clients can rest assured that their funds are professionally managed by a talented team of investment professionals. Their range of funds offered is extensive, including ETFs and United China A-Shares Innovation Fund. 

They also have their UOBAM Invest Digital Adviser, Digital Advisor Performance resources and Learn@UOBAM where you can consult their experts on investment tips and tricks.

Want to DIY invest instead? Sign up for one of the brokerage accounts in Singapore and look out for their sign-up promotions!

6. State Street Global Advisors

As the asset management arm of State Street Corporation, State Street Global Advisors is the creator of the world’s first ETF and an indexing pioneer that has served millions of clients globally. They share the same corporate mission to help create better outcomes for investors all over the globe and the people they serve. They now have over US$4.02 trillion of assets under management.

Partnered with the world’s largest asset managers, credit unions and banks, they focus on ETF, in particular large-cap growth stocks. Some of the key services they offer include global custody services, tax and technical services, investment performance and analytics and investment compliance monitoring.

If you’re looking for a wider range of investment instruments, compare these online brokerages to find which one suits you the best. All investments carry risk and you should do your due diligence before investing.