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Financial Services Review: Specials Magazine
For high-net-worth families, wealth isn’t a collection of holdings. It’s a living, breathing system. Portfolios stretch across geographies, asset classes and generations. Investment insight is rarely the issue. The challenge lies in acting on that insight. Executing decisions swiftly and precisely across a web of global custodians, advisors and product providers is where real complexity comes crashing in. And that’s where most traditional systems fall short. Sino Suisse Capital’s precision-driven platform, myAlphaTrader, was built as a direct solution to eliminating those bottlenecks and enhancing clarity at every step. Its distinction is most visible in how market data is processed and executed. Where conventional advisors toggle between emails, spreadsheets and portals to compare investment options, Sino Suisse Capital’s infrastructure is already connected, via secure API integrations, with a network of banks, custodians and platforms. The system captures incoming data automatically, interprets it and ranks product pricing in real time based on regulatory execution standards. There’s no manual scanning or delays. Just the best available decision surfaced instantly. “We built an architecture that thinks in sync with our clients’ intent,” says Franck Chen, president and chief operating officer. “Not after the fact, but in the moment. Because when timing defines trust, speed without strategy is just noise.” That strategic intelligence isn’t detached either. It’s deeply human. Every client engagement begins with nuance, not just assets and allocations but ambitions, concerns and life patterns. Insight becomes the foundation for how the system adapts and responds, ensuring that decisions remain personalized, even as scale and automation step in. For families planning across generations, that system extends even further through intelligent structures like Singapore’s Variable Capital Company (VCC). These frameworks allow for seamless consolidation of global assets, efficient estate transitions and cross-border compliance, without adding new layers of complexity. This translates into a model that doesn’t just manage wealth but anticipates it. It operates as an embedded strategist. Clients aren’t left waiting for updates. They move confidently, knowing their portfolios and goals are being managed with intelligence designed to think ahead.
Accounting Service
As global businesses increasingly look eastward, Singapore’s Ledgen Group emerges as a pivotal player that links cultures and markets to unlock unparalleled growth opportunities. For over two decades, Ledgen Group has quietly reshaped how companies expand in Asia. Since its inception in 2003, this prominent corporate services provider has built a reputation for seamlessly guiding entrepreneurs, startups, and established companies into some of the world’s most dynamic markets. From Singapore to Hong Kong and beyond, the firm’s services have helped countless companies succeed in Asia. Under the leadership of CEO Mok Heng Wah, Ledgen Group follows a client-centric approach, offering a comprehensive suite of services ranging from tax, accounting, and payroll to corporate secretarial and HR management. This robust framework enables companies to easily manage their international operations while avoiding the common pitfalls of market entry and expansion in Asia. Ledgen’s operations span Singapore, Hong Kong, and Malaysia, with strategic partnerships extending its reach into neighboring countries. This expansive network leverages these locations’ economic vitality and provides a gateway to broader regional opportunities. The company’s presence facilitates client growth by offering robust infrastructure, favorable regulatory environments and a readily available workforce. Ledgen’s services cover every facet of international business, from initial setup to compliance management. The company’s outsourcing solutions, including tax and accounting services, alleviate the high costs of maintaining in-house teams. Wah mentions how clients can focus on growth without administrative burdens, “We guide you from understanding the initial requirements to navigating through the legal and administrative frameworks essential for setting up structures and obtaining necessary operational licenses.” As businesses become operational, managing international ventures becomes more complex. In this regard, Ledgen introduces its tax and accounting outsourcing solutions for companies that are not keen on incurring the high costs associated with maintaining in-house teams.
Financial Brokerage Firm
AIMS, a financial broker known for its proficiency in delivering excellent fund security and an easy-to-use portal, has over 88,000 users globally. Initially a straight-through processing (STP) broker, its expansion into new markets is powered by a solid commitment to providing seamless trading experiences and customizable solutions. What Attracts Clients to AIMS? AIMS recognizes the importance of adaptability in a fast-evolving financial landscape. It understands that clients are looking for more than just a broker; they need a trustworthy partner to safeguard their investments. This mindset drives it to adopt a multifaceted approach that combines regulatory compliance, technological innovation, strategic partnerships and a clientcentric philosophy. It tackles market issues like hidden fees, poor customer service, irregular spreads, slippage and misleading promises head-on with transparency and competitive spreads. AIMS' secure trading environment is fortified by an insurance platform that protects up to two million USD per account. This additional layer of protection gives clients confidence that their investments are safe from unforeseen issues. Backing these competencies is a customizable backend portal for administration and 18/7 customer support, ensuring clients can access assistance whenever needed. This client-first approach is the driving force behind AIMS’ proficiency in addressing many common issues traders face in the modern financial brokerage sector.
CXO INSIGHTS
Financial Freedom - The New Definition of Wealth
Dina Kotsopoulos, Head of Daily Banking, ING Australia
The Road to Faster Payment Solutions - Challenges and Prospects
Emmelda Lawrence, Manager, Digital Servicing - Commercial Cash Management/Treasury Solutions, Fremont Bank
Learning from the Food Industry to Progress Sustainable Investing
Eugenia Koh, MD, Global Head, Sustainable Finance, WRB, Standard Chartered Bank [LON: STAN]
Navigating the Complexities of Commercial Finance
Tom Wallace, Director of Risk & Project Management, Volvo Financial Services
Big Data in Finance: Strategies, Challenges, Future
Luis Carlos Cruz Huertas, Executive Director, Head of Automation, Infrastructure for DBS Big Data, AI and Analytics, DBS Bank
Optimizing Business Efficiency with a Multi-Disciplinary Legal Operations Team
Shulin Tay, Regional Head of Legal - Southeast Asia & Japan, Revolut
Climbing the Digital Ladder in Philippine Finance
Lito Villanueva, Executive Vice President and Chief Innovation and Inclusion Officer, RCBC
IN FOCUS
Holistic Wealth Management for Growing APAC Economies
Wealth management in APAC supports rising financial aspirations by offering tailored strategies that balance growth, risk, and legacy planning in a dynamic economic landscape.
Redefining Financial Futures: Rise of Innovative Wealth Management in APAC
Innovative wealth management in the APAC region is evolving rapidly, driven by digital tools, shifting investor behavior, and a rising demand for personalized, real-time, and sustainable financial strategies.
EDITORIAL
Navigating Transformation in Wealth Management
Wealth management services in the Asia-Pacific (APAC) region are undergoing significant transformation, driven by rising concentrations of wealth, increasingly sophisticated investors, and the growing influence of digital infrastructure on client engagement. The number of high-net-worth individuals (HNWIs) continues to rise, particularly in Southeast Asia and India, driving demand for more personalized and strategic solutions. Clients today prioritize diversification, transparency, and long-term value, prompting a shift in the offerings and models of wealth managers. Cross-border wealth structuring is gaining traction in financial hubs like Singapore and Hong Kong, as clients seek support for complex, multi-jurisdictional planning. This complexity coincides with major digital transformation. Firms are investing in AI-powered tools, data-driven client management, and integrated platforms to enhance service delivery across private banking and the mass affluent segment. Hybrid advisory models, which blend human insight with automated intelligence, are increasingly popular, particularly among younger investors seeking seamless, self-directed digital experiences. Regulatory changes across APAC markets are also shaping the industry. Enhanced rules around product governance, fiduciary standards, and disclosures are prompting firms to strengthen compliance and risk management systems. Meanwhile, the competitive landscape is widening. Fintechs, digital banks, and super apps are capturing market share by offering scalable, low-cost, and highly personalized wealth solutions. To stay competitive, traditional institutions must embrace innovation, rethink client engagement, and deliver greater value through a combination of human expertise and digital capabilities. This edition features Sino Suisse Capital, an independent asset management firm based in Singapore and Hong Kong providing wealth management services to ultra-high-net-worth individuals and family offices in Asia. The magazine also highlights the expert perspectives of Ann-Marie O'Malley, Executive Director, Platform Strategy Initiative Lead, Group Operations & Technology Office at UBS, and Chuan Lim Ang, Managing Director and SG Head of Compliance at CIMB. These esteemed professionals share their invaluable insights on the developments and challenges within the sector, as well as possible solutions. We hope that the valuable insights from industry leaders featured in this edition will help you make informed decisions for your business.
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