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ABOUT US

HP Wealth Management (S) Pte Ltd (“HPWM”) is an independent wealth management firm founded in 2009 by Urs Brutsch to provide independent and professional investment advice, and tailor-made investment management services to high net worth individuals and families. At HPWM, our focus is on managing investments, either on a discretionary or advisory basis. We also work with experts in the fields of trust structures, insurance etc. in order to ensure that our clients or business partners get the best in class. In addition to that, we can draw on the resources of our partner in Switzerland, Horus Partners Wealth Management Group based in Geneva, an established Independent Asset Manager.

(Granted the Capital Markets Services License under the Singapore Securities and Futures Act to conduct regulated activities in Fund Management for accredited investors.)

 
     
YOUR TRUSTED PARTNER    

As financial markets become more complex and volatile with ever changing trends and regulations, managing an investment portfolio effectively has become increasingly difficult and time-consuming.

At HPWM, we have the experience, the know-how and the discipline to support you in navigating the markets, protecting your financial assets and to balance your risk appetite and expectations with an appropriate strategy and asset allocation.

Our philosophy is simple and rooted in the core principles of trust, professionalism, independence and transparency, which underpin all our relationships with our business partners and clients.

  We want to build long lasting relationships with our clients based on trust, which is a shared belief that we can depend on each other to achieve a common purpose. In order to achieve this, we recognise that we must be professional in our conduct and to provide a truly objective and unbiased advice to our clients. As an independent asset manager not linked to any bank, we are in a good position to do that.

Our remuneration is transparent and attractive. We charge a fee as a percentage based on the assets under management. At the same time, all rebates and retrocessions on fees incurred on the account from the custodian will be passed on to the client. These payments are offset against the advisory or investment management fee, which is debited from the account with the custodian every quarter.
 
PEACE OF MIND    

The business model is simple. Our clients choose the custodian bank where they would like to maintain their accounts. At the same time, they appoint HPWM to manage the assets with the custodian based on a Limited Power of Attorney, which allows HPWM to efficiently manage the assets, but does not allow for transfer of assets out of the account.

In effect, HPWM is responsible for the asset allocation and investment decisions while the custodian bank takes care of execution, settlement and custody of assets.
  By working closely with a small number of custodians we can essentially focus our attention on our core competence in managing and advising on investments, following the markets and spotting opportunities and bringing these ideas to our clients in a timely manner.

We look forward to working closely with you to ensure that you have peace of mind when it comes to your financial matters.