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ABOUT WMOA SINGAPORE
SERVICE SCOPE
WMOA Singapore is a subsidiary established by the WMOA Group in Singapore, providing external asset management services to global clients. Through direct substantial transactions with financial product issuers, we eliminate intermediaries, striving to secure the best quotes for our clients. Simultaneously, we prioritize customer needs, flexibly collaborating with various financial institutions to tailor multidimensional products that maximize benefits for our clients.

Our services are designed to assist clients in achieving asset growth and protection in the complex and ever-changing financial environment. We recognize that each client's needs are unique, and thus, we provide customized services to meet their individual and financial goals.
ASSET ALLOCATION AND INVESTMENT MANAGEMENT
We provide clients with diversified asset allocation strategies and manage investment portfolios, including stocks, bonds, alternative investments, and more.
RISK MANAGEMENT AND OPTIMIZATION
We assess clients' risk tolerance and provide risk management strategies to optimize investment portfolios.
WEALTH PLANNING AND CONSULTING
We offer long-term strategies for wealth growth and protection, including advisory services on tax planning, estate planning, and more.
FAMILY OFFICE SERVICES
We provide comprehensive wealth management services for high-net-worth families, including asset management, family governance, charitable planning, and more.
PRIVATE BANKING SERVICES
We offer customized investment solutions, including exclusive wealth management and private banking account services.
CUSTOMIZED WEALTH MANAGEMENT
We tailor financial planning to individual needs, including education fund planning, retirement planning, and more.
As your wealth management partner, we are committed to providing you with professional, reliable, and innovative services. Our team consists of experienced wealth management experts with profound industry knowledge and professional skills. Our goal is to assist clients in achieving their financial objectives through our professional services, while safeguarding and enhancing their wealth in the increasingly complex financial markets.
*WMOA Singapore license business is cooperated with its Singaporean partner, VELOTON CAPITAL PTE. LTD., UEN 201914636K, which holds a Fund Management financial license certified by the Monetary Authority of Singapore.
ADVANTAGES OF EXTERNAL ASSET MANAGEMENT
Confidentiality: We maintain an extremely rigorous protection of client personal information. Clients can authorize designated individuals for account opening and day-to-day transactions, often eliminating the need for personal presence. Alternatively, arrangements can be made in highly private spaces, such as private banking offices. Information related to clients' private banking accounts is treated with the utmost confidentiality, and only a very limited number of authorized individuals are granted access.
Independence and Professionalism: One of the most distinct benefits of using EAM is its independence. We typically charge a fixed percentage of assets under management, unlinked to product sales or commissions, ensuring that our incentive is to provide consistent and stable investment returns for our clients without conflict of interest.
Personalized Services: Our EAM model offers a more diversified and customized service experience, unrestricted by any single private banking product. From alternative investments to financing solutions and customized structured products, we offer an extensive range of investment options.
Cost Efficiency: We are in a unique position to have access to research and product information from multiple banks and brokerage firms, allowing us to make cost-efficient decisions for our clients.
Asset Security: Under EAM, client assets are always custodied with established banks, mitigating the risks associated with misappropriation or unauthorized asset transfer.
Client-Centric: Our flat organizational structure and non-bureaucratic culture allow us to be nimble in meeting the diverse needs of our clients.
ABOUT MAGGIE YAN
Managing Director of PTB Overseas Department
Managing Director of WMOA Fund Management Department
Managing Director of Singapore Fund Management
Australia Licensee
Maggie Yan, a graduate with dual degrees in accounting and finance from the University of New South Wales, has been a long-standing Corporate Secretary at the WMOA Group. She has played a crucial role in the establishment, issuance, management, and administrative affairs of various funds over an extended period.
Since 2021, Maggie Yan has taken on additional responsibilities overseeing fund management, supervising the issuance of all fund products, making investment decisions, managing post-investment matters, and handling compliance reporting. Her expertise includes, but is not limited to, conducting due diligence on investment targets, participating in and executing investment decisions, overseeing the issuance of fund products, regulatory monitoring of investment targets during the investment cycle, periodic reporting to investors, and leading the exit process for fund products. Maggie Yan specializes in primary securities markets, equity investments, institutional debt investments, real estate investments, and development. She has maintained long-term professional relationships with leaders of various wealthy families associated with WMOA Group.
Starting from 2023, Maggie Yan has been relocated to Singapore, managing global affairs. Simultaneously, she serves as the Managing Director of WyvernWMOA and PTB Singapore, taking charge of consultancy and fund management businesses in Singapore. Leveraging her understanding of regulations and policies in both locations, she provides integrated advice to clients. With her familiarity with the management teams in both regions, she ensures a seamless integration and delivers an enhanced service experience to clients.
Responsible Area
Wealth Management & Fund Management