Wealth Management
Above: Independent Asset Management Model
Professional. Ethical. Rational and objective decision making. Access to best-in-class resources. These are the pillars of our wealth management work at Pinnacle Capital Asia.
In the Independent Asset Management Model, our clients – from high net-worth individuals to corporations – continue to hold their assets in their name with the banking institutions. We, as a regulated institution, work with the banks on behalf of our clients, representing and helping them achieve wealth growth.
The beauty of this model lies in our independence, which allows us to align our goals with that of our clients’. This independence gives us the ability to provide objective advice, unfettered by any other motives – be it a sales target or the aspirations of an institution with businesses other than growing your wealth. It also gives us the flexibility to advise and manage assets on any platform.
The tools and resources we offer go beyond that of a single institution. This helps our clients gain access to a wider pool of investment opportunities, negotiated at lower transaction costs and preferential fees. We are also at liberty to collaborate with partners with the right expertise to deliver bespoke, best-in-class financial solutions. Crucially, the Pinnacle team has the relevant credentials, experience and knowledge to realise the benefits of this wealth management model for you.
Investment Services
“Complementing our wealth management services, our investment products – both existing and upcoming – are a reflection of Pinnacle Capital Asia’s investment approach and philosophy. Our services provide a glimpse to the expanded investment opportunities set available to our wealth management clients. These curated opportunities, including investment funds, actively managed certificates and co-investment deals, are also extended to a wider audience.”
– Luther Chiam, Co-founder, Managing Partner, Chief Investment Officer
PCA Credit Opportunities Fund
Launched in 2020, The Pinnacle Capital Asia Credit Opportunities Fund was conceived as a product that would provide income and add stability and diversification in a portfolio. It is constructed using a fundamentally driven security selection process, with a view of minimizing credit risks. The Fund focuses on global financial institutions, emerging market corporate credits, and fixed income securities. (ISIN: SGXZ97231484, BBG Ticker: PCAPCOP SP)
PCA Strategic Opportunities Fund
Launched in Mar 2021, The Pinnacle Capital Strategic Opportunities Fund gives our clients access to our curated portfolio of stocks. The fund focuses on a buy-and-hold strategy in high-quality businesses that are riding secular trends. (ISIN: SGXZ95929238, BBG Ticker: STROPUA SP)
Co-investment Opportunities
Investment opportunities abound in the dynamic Asia Pacific region. Through our extensive network, we provide our clients access to private equity/debt investments in this fast-paced region. To date, Pinnacle has been a conduit to a Pre-IPO equity investment in a healthcare company in China, which has since been listed. We have also participated in an over-collateralised private debt transaction, which presented a very favourable risk/reward profile to our investors.
Family Office Advisory
Family offices deal with the complexities that come with wealth. Family governance, tax and inheritance planning, wealth structuring, investment management, philanthropy – these are just some issues high net-worth families grapple with. As a multi-family office, we leverage on our deep knowledge and understanding of our clients’ needs to work in collaboration with external service providers, and deliver bespoke solutions to our clients’ needs.