Strategic Disciplines
Wealth Management
OAC is dedicated to addressing the global investment needs of institutions, private investors, and wealth managers. We manage investments across various asset classes—including equities, fixed income, property, and alternative assets—on a global scale. With a focus on first-hand research, we provide tailored investment strategies to help clients meet their financial goals. We offer both advisory and discretionary services based on client needs, fostering close collaboration to deliver optimal outcomes.
Discretionary Portfolio Management
We offer discretionary portfolio management services, where investment mandates are clearly defined based on client objectives. Our team effectively manages day-to-day investment decisions to align with the client’s goals.
The OneApex Advantage
Global Reach
Strategic Connectivity
Access to proprietary global opportunities through our extensive network of institutional partners and local specialists.
Integrity
Aligned Interests
Operating as an independent firm, our transparent fee structures ensure our goals remain perfectly aligned with your success.
Precision
Clinical Execution
Analytical rigor combined with clinical precision in market navigation allows us to identify and act on alpha-generating signals.
Heritage
Intergenerational Growth
We design strategies focused on long-term wealth preservation, securing legacies for the next generation via prudent management.
Our Services
Comprehensive Wealth Solutions
Tailored advisory and investment services designed to protect, grow and preserve wealth across generations.
External Asset Management
In partnership with private banks, OAC serves as an external asset manager, providing personalized wealth advisory and investment solutions tailored to each client's unique needs.
Fund Management
Currently managing a portfolio of approximately US$700 million, OAC excels in various fund structures, ensuring that investment opportunities are optimized for our clients.
Legacy Planning
We work to protect and grow our clients’ wealth for future generations. Through close collaboration with both onshore and offshore insurance companies, brokers, and trustees, we design bespoke legacy planning solutions that lay a solid foundation for wealth preservation.
Variable Capital Company (VCC) Advisory
OAC provides expert guidance on establishing and managing VCC structures, including the MAS licensing for fund managers and AML/CFT compliance. Our advisory services address the complexities of fund structuring, operational efficiency, and governance, helping clients navigate the intricate landscape of VCC.
Loan Advisory
OAC believes that property investment is one of the main pillars in wealth creation. We can connect you with loan consultants who provide loan advisory on all property-related loans (both private and commercial). We have a team of former mortgage consultants with combined experience of more than 50 years in the mortgage industry. The consultants are up to date with the mortgage guidelines of all banks, so you will have a hassle-free process when submitting loan applications.
Other Services
In partnership with trusted affiliates, we provide a holistic suite of services, including:
- Immigration
- Education
- Tax Advisory
- Property Investment
- Insurance
