Vision
Building portfolios, ensuring continuity
Mission
Our mission is your vision. We are dedicated to growing and protecting your wealth by creating and maintaining portfolios tailored to your investment needs. We want to build lasting partnerships with you based on mutual success, professionalism and trust. We want to help you make well informed investment decisions with our astute and comprehensive research
HOW WE DO IT
At Claremont, we take on a fiduciary role in the context of your individualized investment strategy to optimize and enhance investment returns. You will find in us a dedicated and focused team that you simply will not find in any other conventional money managing company. Everything we do is designed to pursue the potential in your investment portfolio. We do not see you as just a client; we see you as our partner in the pursuit of our common goals.
Generating Investment Ideas
With a combined experience of five decades in the money market, we have a multi-class investment strategy including but not limited to equities, fixed income, foreign exchange and derivatives. Our experienced and astute professionals observe global financial markets and merge our research and statistical analysis with recommendations from multiple financial institutions to provide our clientele with conscientious and holistic investment decisions.
Responsibilities to Clients
We hold the privacy and confidentiality of each client to the highest level, implementing procedures and policies compliant to the guidelines laid out by Monetary Authority of Singapore (MAS).
Custody of Assets
Assets belonging to clients are kept in private bank accounts of the clients’ choice and clients have full ownership of their assets.
Customized Portfolios
At Claremont, we understand that every client’s needs are different so investment strategies are tailored for each client. Global markets are closely followed in reference to our clients’ portfolio. Client portfolios are regularly reviewed to ensure investments are in line with individual clients’ investment objectives and risk appetite. Portfolio statements from different banks are independently audited and consolidated to provide a comprehensive overview of their investment performance.
Banking Fluidity
At Claremont, our clients’ needs take precedence. We work with various banks to optimize and enhance returns that are best suited to your needs while remaining flexible to make necessary changes to maximize value.
CONNECT WITH CLAREMONT
Embark on Your Journey to Exceptional Wealth Management
Address
133 New Bridge Road
#16-05 Chinatown Point Singapore 059413
Contact No.
(+65) 6206 1870
