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Finexis Advisory

Financial Advisor

One of the largest Independent Financial Advisory firms in Singapore.

ABOUT

The strength of working together for more than a decade reflects a stable and 100% committed management team. Driven by the same vision, this is a company that is driven, forward-looking, and centres around its staff and clients’ growth and development. The mentorship and the focus on the talent bench strength and growth is a key strategic focus.

Finexis Advisory

Warren Lim
CEO

FACTS

Founded 2005
Ownership Private
Presence Local
No. of employees 500+
Country of origin Singapore
Asia offices in HK, SG
Fee class $ $ $ $ $
Suitable for clients with Under US$1 mil

SERVICES

Advisory Investment Management

Advice provided is independent

Advice is not dependent on in-house products or in-house solutions.

Discretionary Investment Management

Insurance

Wealth Planning

WEALTH'S OPINION

Finexis is one of Singapore's largest and most established independent financial advisor groups.

They offer a wide range of products and solutions for financial and investment planning, asset allocation and portfolio management, as well as wealth management solutions such as succession and inheritance planning. Importantly, their solutions are not tied to a product provider. They are independent.

From their new headquarters in One Raffles Quay in Singapore they look and feel like a forward-thinking wealth management company.

Why Choose Finexis?

1

Independence

They are not tied to any product providers and give independent advice.

2

Fair Dealing

Commitment from the top management to provide fair service to clients.

3

More Investment Options

They offer a wider range of investment options than most industry peers.

WISDOM

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Finexis Advisory

One of the largest Independent Financial Advisory firms in Singapore.

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