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WEALTH SOLUTIONS SHAPED
BY OUTCOMES, NOT PRODUCTS.

It’s easy to talk about products. From unit trusts to bonds, information is everywhere. And rest assured, our Relationship Managers are thoroughly and thoughtfully trained on each of them.

But there are times we choose a different starting point. Instead of starting with our products, we begin with the end in mind. The outcome you would like to achieve. Whether that’s preservation, income, growth, diversification or legacy.

Once that’s clear, we can then tailor the right and responsible solutions to support your ambitions. Because every decision should serve one priority. You.

THE PRESERVATION OUTCOME
Your security vault for the long term. It’s capital protection against the unpredictable.

  • Money market funds
  • Short duration bonds (Quality investment grade bond)
  • Principal protected structured solutions

    • THE INCOME OUTCOME
    It’s like having a regular income. Because consistency is an important part of any portfolio.

  • Unit trust funds with target cash dividend payout
  • Unit trust funds with covered-call strategies
  • Quality bonds
  • Equity linked investments
  • Dual currency investments (yield enhancement)

    • THE GROWTH OUTCOME
    This is about patience, the long term and yes, growth. It’s about recognising opportunities, now and in the future.

  • Equity funds
  • Thematic funds (technology, AI, commodities)
  • Private equity funds

    • THE DIVERSIFICATION OUTCOME
    By spreading your investments more thoughtfully, it helps smooth out volatility and support more consistent long-term growth.

  • Market-neutral / absolute return strategy funds
  • Private market funds

    • THE LEGACY OUTCOME
    Making sure you’ve protected what you have built, continued to build
    it and having a trusted and harmonious succession plan.

  • Hong Leong SMART Legacy Insurance

    • When your vision is more focused, our solutions become more sophisticated

    When your goals demand a more nuanced approach, we offer a suite of sophisticated solutions, tailored to your vision:

    Refined Legacy Planning to help ensure your legacy is passed on precisely how you envisioned.

    And coming soon, access to Private Markets to capture opportunities typically reserved for institutional portfolios.

    As well as Portfolio Financing that allows you to leverage your wealth to expand your reach when market opportunities arise.

    Knowing how to navigate your closest borders seamlessly

    Over the years, we have built strategic connections from Malaysia to Singapore, Vietnam, Cambodia, Hong Kong and China. These are routes we have opened based on local customs and regional scope.

    Our regional network and currency solutions provide you with the mobility to manage and deploy your capital across over 50 countries seamlessly, ensuring your purchasing power remains as boundless as your ambitions, whether you are shopping in London or doing business in Shanghai.

    It gives you the priority access you need to settle, scale and succeed and some of Asia’s most dynamic economies.

    Discover what it
    means to be a
    constant priority.

    Extraordinary journeys begin with a single conversation. Our Relationship Managers are here to guide you in your next steps.

    Thank You For Your Interest


    We will be in touch with you soon.