SINGAPORE, Nov. 23, 2017 /PRNewswire/ -- Chartwell Associates ("Chartwell"), a leading Singapore based financial planning company, has announced that it will partner with Crossbridge Capital ("Crossbridge") to offer an expanded and enhanced investment service to clients in Singapore and South-East Asia.
The agreement will provide Chartwell advisors with access to an extensive range of funds and investment products across equities, funds, fixed income, ETFs and foreign exchange supported by Crossbridge's global wealth management expertise and market intelligence. Crossbridge Capital, founded in 2008, has quickly established itself as a recognized wealth management force in three of the world's top financial centres -- London, Singapore and Monaco -- entrusted with over $3 billion of client assets.
Chartwell's partnership with Crossbridge is part of its broader commitment to focus on offering clients flexible and customised investment solutions tailored around their individual goals and objectives. This is opposed to the more traditional off-the-shelf financial products offered by other advisors.
"Our individual investor, trustee and business owner clients appreciate the depth of advice they get from Chartwell Associates advisors. This is based on our intimate understanding of their circumstances," said Curt Hubbard, Director of Chartwell Associates. "They know that we are focused entirely on helping them achieve their objectives, and not on simply selling a financial product. This platform enables our advisors to offer a world-class range of investment options to our clients."
In addition to offering access to a range of funds and asset classes the Crossbridge investment platform includes best-in-class custodian and clearing facilities. Chartwell's advisers will also be able to analyse and monitor their clients' accounts with a business to business version of Crossbridge Capital's CONNECTTM digital platform.
"Across the globe the financial advisory model is changing. Individual investors have begun to demand transparency and efficiency. They want investment portfolios that are flexible and tailored to their specific needs. While clients have always valued good advice they now expect to be in the driving seat when it comes to managing their finances," said Charlie O'Flaherty, Partner and Head of Digital Strategy & Distribution at Crossbridge Capital. "We help advisers offer their clients access to products and services previously only available to institutional-level investors, enabling them to develop deeper relationships and engage more meaningfully with clients based on their individual needs."
NOTES TO EDITORS
About Chartwell Associates
Chartwell Associates is a leading Singapore based financial planning company. It was established in 2005 and is an independently owned and managed business. Chartwell Associates is authorised and regulated by the Monetary Authority of Singapore (MAS), and specialises in investment planning for expatriates and high net worth Singaporeans.
About Crossbridge Capital
Crossbridge Capital was launched in 2008 in London with a vision to create an independent, investment advisory firm that offers a fully integrated financial services platform to entrepreneurs and families in Emerging Markets worldwide. Today, backed by two of the world's leading banks as minority investors, Crossbridge Capital operates in many of the world's leading Emerging Markets – from Istanbul to Ulan Bator, Moscow to Dodoma -- supported by a team of 34 professionals in four Crossbridge Capital locations: London, Singapore, Monaco and Malta. After its successful launch in London with authorization and regulation by the Financial Conduct Authority (FCA), in November 2010 Crossbridge Capital officially opened its first Asia office in Singapore after receiving approval from the Monetary Authority of Singapore (MAS). In May 2016 the company opened its doors in Monaco after receiving authorisation from the Commission for the Control of Financial Activities (CCAF). These signaled significant landmarks in the company's history and set the bar for its ambitious, yet considered geographic and client engagement growth strategy.
More information can be found at www.crossbridgecapital.com.
For further information about CONNECT by Crossbridge: