At Ethivo, we redefine wealth management for our clients. With specialist advisors for end-to-end wealth needs, every strategy we craft is guided by ethics, innovation, and an unwavering commitment to lasting value.
Our investment solutions are broad, with opportunities sourced from a wide range of providers and experts, but always with a transparent fee charging structure with no hidden or biased remuneration.
We curate liquid investment and fund strategies for our clients.
We build and manage both advisory or discretionary investment portfolios, using a cutting edge agentic AI powered portfolio advisory module
Alternative investments and impact investing are also areas of speciality
We recognise the complexities of modern family wealth. Based on decades of team experience, we offer advice, and solutions, that guide families through the myriad of choices and pitfalls.
Hong Kong Open-ended Fund Companies and Singapore Family Offices under section S13O/S13U
Family Asset Holding structures including:
Variable Capital Companies, SG
Customized Family Asset Holdings Structure
Succession Planning
We also provide business consultation services and white-labeled custody solutions
True wealth management isn’t just about investments. It’s about understanding the client’s needs and objectives as a first step and thereafter creating a wealth roadmap, and framework, that helps to achieve the goals.
Our process first gathers an in-depth understanding of your assets, liabilities, family situation, business interests and priorities
We then develop a tailored plan which is regularly reviewed over time through regular reviews and adjustments
We work with specialists in investments, tax, legal and insurance to implement plan efficiency