corporate wealth management

Corporate Wealth Management

Grow your business wealth with our bespoke investment service for SMEs

Corporate Wealth Management

Grow your business wealth with our bespoke investment service for SMEs

At a Glance

Growing wealth should be accessible to all businesses, especially SMEs.

In today’s low interest rate environment, explore alternative solutions to manage your funds against your business goals. Take advantage of our Corporate Wealth Management service for higher yield.

What is Corporate Wealth Management? 
A customised portfolio of financial products based on your risk appetite. 

Investments are done by experts from DBS’ dedicated Private Bank and Treasury & Markets’ teams, so you can focus on growing your business while we grow your wealth.

I’m interested, sign me up!

Portfolio Offerings

Whether you want to focus on a specific geography, instrument, currency or even your investment mandate, choose from investing in Exchange Traded Funds, mutual funds, fixed income, or equities. Alternatively, we can customise your portfolio based on your preferred products.

Broad Portfolio Themes
  Global Tactical Discretionary Mutual Funds Classic Asia Focus Bespoke
Investment instruments Exchange Traded Funds Mutual Funds Global Equities/Fixed income Asia-Tilted Equities/Fixed income Based on your preference
Ability to customise portfolio No No Moderate Moderate Yes – fully customisable
Level of Client servicing Monthly statements, quarterly newsletter Monthly statements, quarterly newsletter Twice a year, face-to-face or teleconference Twice a year, face-to-face or teleconference Flexibility of face-to-face or teleconference meet ups whenever required

 

Register your interest here 

Features & Benefits
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A portfolio for everyone

Tailor your portfolio based on your return objectives, risk tolerance, ESG and liquidity needs and invest in a wide range of products across different asset classes.

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Supporting your liquidity

Take on leverage for your investments to increase your yield or have more flexibility for your cashflow.

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More planning, less ambiguity

Benefit from unbiased advisory shared by our portfolio managers to maximise your returns. Stay ahead with the latest insights from our Chief Investment Office.

FAQs
Who is the Corporate Wealth Management service suitable for?

Operating companies, investment companies and non-profit organisations who classify as Accredited Investors. 

I am a Non-Profit Organisation. Can I still take up the Corporate Wealth Management service?

Yes you can depending on your investment mandate. The Corporate Wealth Management service is suitable for schools, institutes of higher learning, clubs, religious and charitable organisations.

How do I know if my company qualifies for the Corporate Wealth Management service?

Your company will need to be classified as an Accredited Investor in accordance to the Monetary Authority of Singapore’s regulations.  
To be an Accredited Investor (Corporation):

  1. Corporation/entity/trustees of a trust has more than SGD $10 million (or its equivalent in a foreign currency) in net assets; or
  2. Whose entire share capital is owned by individual Accredited Investors

For more information to find out whether your company qualifies as an Accredited Investor or you would like to be one, please contact us by filling up the interest form

Disclaimer: The above definition of Accredited Investor (Corporation) is based on the Monetary Authority of Singapore’s regulations published on 12 March 2019. Do refer to their website for any updates. 
 

Can my company still be an Accredited Investor if I don’t meet the requirements?

Your company can still be classified as an Accredited Investor if all the individual shareholders are classified as Accredited Investors themselves. To be an Accredited Investor (Individual):

  1. You have net personal assets which exceed SGD $2 million (or its equivalent in a foreign currency); or
  2. You have net financial assets (i.e. deposits and investment products) which exceed SGD $1million (or its equivalent in a foreign currency); or
  3. Your income in preceding 12 months exceed SGD $300,000 (or its equivalent in a foreign currency)
Is there a minimum investment amount for this Corporate Wealth Management service?

The minimum investment amount is SGD 5 million. If you’re keen to start investing with a smaller amount, please contact us for advisement. 

Is Corporate Wealth Management risky?

All investments entail risk. At DBS, we have years of experience in managing investments from low to high risk. Rest assured, you can select a portfolio based on your risk appetite.