About Us

Financial planning done right can transform the quality of life. At finexis, our team of highly trained advisors is committed to partnering with each client at every stage of their financial journey. This allows clients to focus on what matters most—living life—while having the assurance that their financial well-being is in trusted hands.

With this business philosophy, finexis advisory Pte Ltd was established in 2005 in Singapore and has grown to become one of the leading financial advisory firms in the country.

In 2010, finexis advisory (HK) was launched to serve clients based in Hong Kong and to extend our advisory reach within Asia. The presence in both key financial markets reflects our vision of building strong local capabilities to meet diverse needs of the clients we serve.

In 2015, Finexis Asset Management (FAM) was established in Singapore to help clients optimise their investment portfolios through effective risk management and strategic asset allocation. As a dedicated investment arm of the group, FAM delivers objective and well-structured wealth solutions that support our clients' long-term financial goals.

Independent Counterparts

finexis advisory Pte Ltd and Finexis Asset Management are headquartered in Singapore and operate under the regulatory framework established by the Monetary Authority of Singapore (MAS). This reflects the group’s commitment to upholding high standards of professionalism, governance, and client-centric service across its entities.

We take a solutions-based approach to financial planning—focused on understanding each client’s unique needs and objectives. Our recommendations are made with care, prioritising long-term stability and growth, rather than product-centric outcomes.

Private Wealth Services

With financial advisory and insurance brokerage licenses in both Singapore and Hong Kong, we offer a suite of private wealth services tailored to the unique needs of each client. Backed by years of experience in managing the portfolios of high and ultra-high net-worth individuals, our team provides personalised solutions aligned with every stage of our clients’ wealth journey.

We also work alongside a network of established private banking partners to complement our wealth planning strategies, ensuring clients benefit from a well-rounded and holistic approach to managing their assets.

Structured Wealth Solutions

With deep experience in serving high and ultra-high net-worth individuals, we offer tailored solutions that span asset management, insurance planning, and access to private banking partnerships. Our approach is grounded in professionalism, long-term relationships, and a commitment to helping clients achieve sustainable growth in their portfolios.