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Wealth Management Excellence卓越财富管理

Trusted financial guidance and sophisticated wealth management solutions
tailored for your prosperity in Singapore's dynamic financial landscape

值得信赖的财务指导和精密的财富管理解决方案
为您在新加坡充满活力的金融环境中实现繁荣而量身定制

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S$2B+
Assets Under Management管理资产规模
🏆
500+
Satisfied Clients满意客户
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15.2%
Avg Annual Returns平均年回报率
🌏
25+
Global Markets全球市场

About HY WISEFUND关于恒源智汇

Your Premier Wealth Management Partner in Singapore您在新加坡的首选财富管理合作伙伴

HY WISEFUND (SINGAPORE) WEALTH MANAGEMENT PTE. LTD. is a premier wealth management firm established in Singapore, dedicated to providing comprehensive financial solutions for discerning individuals, families, and institutions.

恒源智汇(新加坡)财富管理私人有限公司是在新加坡成立的一家顶级财富管理公司,致力于为有眼光的个人、家庭和机构提供全面的金融解决方案。

Our Commitment我们的承诺

We combine deep market expertise with personalized service to help you build, preserve, and transfer wealth across generations. Our team leverages Singapore's robust financial ecosystem to deliver innovative investment strategies and holistic wealth planning.

我们将深厚的市场专业知识与个性化服务相结合,帮助您在各代之间建立、保护和传承财富。我们的团队利用新加坡强大的金融生态系统,提供创新的投资策略和全面的财富规划。

🎯 Client-Centric🎯 以客户为中心
🏆 Proven Expertise🏆 经过验证的专业知识
🔒 Trust & Transparency🔒 信任与透明
🌟 Innovation🌟 创新
📍 Marina Bay Sands📍 滨海湾金沙

Our Services我们的服务

Comprehensive wealth management solutions designed for your success为您的成功设计的全面财富管理解决方案

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Investment Management投资管理

Strategic portfolio construction and active management across global markets, tailored to your risk profile and financial goals.

战略性投资组合构建和跨全球市场的主动管理,根据您的风险偏好和财务目标量身定制。

  • Global Equity & Fixed Income
  • Alternative Investments
  • Risk-Adjusted Returns
  • 全球股票和固定收益
  • 另类投资
  • 风险调整后回报
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Wealth Planning财富规划

Holistic financial planning encompassing retirement, estate planning, and intergenerational wealth transfer strategies.

全面的财务规划,包括退休、遗产规划和代际财富转移策略。

  • Retirement Planning
  • Estate & Tax Planning
  • Legacy Strategies
  • 退休规划
  • 遗产和税务规划
  • 传承策略
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Asset Allocation资产配置

Sophisticated diversification strategies to optimize returns while managing risk across multiple asset classes and geographies.

精密的多元化策略,在管理风险的同时优化跨多种资产类别和地区的回报。

  • Multi-Asset Portfolios
  • Geographic Diversification
  • Dynamic Rebalancing
  • 多资产投资组合
  • 地理多元化
  • 动态再平衡
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Portfolio Advisory投资组合咨询

Expert guidance on market opportunities, risk management, and strategic positioning to enhance your investment outcomes.

关于市场机会、风险管理和战略定位的专家指导,以提升您的投资成果。

  • Market Analysis
  • Performance Monitoring
  • Strategic Recommendations
  • 市场分析
  • 绩效监控
  • 战略建议
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Global Markets Access全球市场准入

Exclusive access to international investment opportunities across equities, fixed income, alternatives, and structured products.

独家获得跨股票、固定收益、另类投资和结构性产品的国际投资机会。

  • International Markets
  • Structured Products
  • Private Placements
  • 国际市场
  • 结构性产品
  • 私募配售
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Risk Management风险管理

Comprehensive risk assessment and mitigation strategies to protect and preserve your wealth through market cycles.

全面的风险评估和缓解策略,在市场周期中保护和保存您的财富。

  • Risk Assessment
  • Hedging Strategies
  • Capital Preservation
  • 风险评估
  • 对冲策略
  • 资本保全

Singapore: A Global Financial Hub新加坡:全球金融中心

Operating from the heart of Asia's premier financial center, we leverage Singapore's world-class infrastructure, regulatory excellence, and strategic position to deliver superior wealth management solutions to our global clientele.

我们在亚洲首屈一指的金融中心运营,利用新加坡世界级的基础设施、卓越的监管和战略地位,为全球客户提供卓越的财富管理解决方案。

With its stable political environment, robust legal framework, and favorable tax policies, Singapore provides the ideal platform for wealth preservation and growth.

凭借稳定的政治环境、强大的法律框架和有利的税收政策,新加坡为财富保值增值提供了理想的平台。

Market Insights市场洞察

Data-driven analysis and market intelligence数据驱动的分析和市场智能

Portfolio Growth投资组合增长

Q1
Q2
Q3
Q4
Q5

Consistent upward trajectory with strategic positioning across global markets and asset classes.

通过跨全球市场和资产类别的战略定位实现持续向上的轨迹。

Risk-Adjusted Returns风险调整后回报

2020
2021
2022
2023
2024

Superior performance metrics balancing growth potential with downside protection strategies.

平衡增长潜力与下行保护策略的卓越绩效指标。

Asset Diversification资产多元化

Equity
Bonds
RE
Alt
Cash

Optimal allocation across equities, fixed income, alternatives, and emerging opportunities.

跨股票、固定收益、另类投资和新兴机会的最优配置。

Performance Dashboard业绩仪表板

Track record of exceptional results卓越成果的业绩记录

Key Metrics关键指标

5-Year Return5年回报 +87.3%
Sharpe Ratio夏普比率 1.82
Volatility波动率 8.4%

Client Satisfaction客户满意度

Client Retention客户保留率 96%
Referral Rate推荐率 78%
NPS Score净推荐值 85

Get In Touch联系我们

Let's discuss how we can help you achieve your financial goals让我们讨论如何帮助您实现财务目标

Contact Information联系信息

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HY WISEFUND (SINGAPORE) WEALTH MANAGEMENT PTE. LTD.
UEN: 202447435C注册号: 202447435C
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33 UBI AVENUE 3 #08-43
VERTEX SINGAPORE (408868)
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Incorporation: 19 Nov 2024注册日期:2024年11月19日