Crossbridge Capital to unveil platform for HNWI in Singapore

Added 20th September 2016

Wealth management firm Crossbridge Capital is to target Singapore’s “underserved” US expatriate market with the launch of the country’s first digital advisory platform for accredited investors, with at least $2m (£1.5m, €1.8m) in net personal assets.

Crossbridge Capital to unveil platform for HNWI in Singapore

Developed in collaboration with asset management and technology firms, the platform will launch later this year and act as a hub for future expansion into other markets.

Clients’ assets and funds will be cleared and held with Pershing, part of BNY Mellon. Being a US-regulated entity, Pershing offers US tax reporting as part of its suite of services; meaning that US expatriate investors living in Singapore will also be able to invest on the platform, in addition to other accredited expatriates and Singaporean investors.

Invest smarter

Tarek Khlat, co-founder and group chief executive at Crossbridge Capital, said: “Our new digital platform will bring the same philosophy but to a wider audience. It empowers clients to utilise the latest technology to manage their investments in their own time and without the high fees of traditional operators.

“History has shown that technology can help people invest smarter. We are bringing together the human investment talent that we have in-house with the latest technology to enhance our service offering to clients and ultimately provide outperformance with lower risk,” he said.

Charlie O’Flaherty, partner and head of digital strategy & distribution at Crossbridge Capital, said: “We are confident that our digital solution, will be very attractive for accredited Singaporean investors and US expatriates in Singapore who are finding it increasingly difficult to access investment and savings products while living overseas. 

“Our collaboration with Pershing will enable us to offer the same bespoke investment solutions to US expatriates that our other high net worth clients enjoy.

Established in 2008, Crossbridge Capital is an independent wealth advisor with approximately $3bn in assets under supervision. The company is regulated in multiple markets and has offices in London, Singapore, Monaco and Malta. 

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Kirsten Hastings

Senior Reporter

Kirsten is a senior reporter for International Adviser, covering global news stories about the financial services industry. She joined Last Word Media in October 2015 after two years working as a reporter covering the staffing and recruitment industry. Kirsten has a Masters in Financial Journalism from the University of Stirling. 


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