Efinity Capital is an owner-managed, independent asset manager/multi-family office founded in 2020. We are here to provide you with independent and professional investment advice, tailor-made investment management services and family office services.
Combining the expertise of traditional Swiss investment management with thriving Asian culture, Efinity Capital acts as a unique investment gateway that allows truly bespoke solutions across all asset classes for its private and family clients.
Our robust network of proprietary advisory, investment and asset management resources, combined with unique access to best-in-class investment specialists, are key to enabling our capacity to maximize performance, while designed to ensure our adaptability to today’s fast-changing and uncertain investment landscape.
Efinity Capital has 3 main lines of business: Family Office, Wealth Management and Fund Management.
Our values guide us as we stand aligned with our clients as their trusted financial partners
Build on our clients’ trust every single day.
Plan the execution. Execute the plan.
Our Clients, Business Partners and Us.
We act only in our clients’ interests and are neutral to the investment strategy and products we recommend
Our business model aligns our interests with our clients and we provide our clients the same level of excellence that we demand for ourselves
We charge a transparent fee of assets managed. Any preferential rates received from service providers will be passed on to our clients
We are value investors and focus on investments that align with the objectives of our clients’ portfolio requirements.
We understand modern families are global citizens straddling multiple countries and tax jurisdictions. We advise on the best strategy to manage your wealth, whilst helping to allocate assets, clarify governance over how the family stewards its wealth, as well as setting up family trusts and foundations.
We understand modern families are global citizens straddling multiple countries and tax jurisdictions. We advise on the best strategy to manage your wealth, whilst helping to allocate assets, clarify governance over how the family stewards its wealth, as well as setting up family offices.
A family office is an entity that manages the financial and investment matters of ultra-high net worth individuals (UHNWIs). The main objective of this service is the management, organization and maintenance of the family’s wealth.
We have a wide network across all professions and can connect and coordinate across all disciplines to ensure your estate, tax, business, structuring, insurance and philanthropic needs are met.
Efinity Capital has developed a successful approach, in line with the client’s interest, with clear and measurable output, for families who need to focus on their core business. The family office becomes an extension of the family for all non-core business matters such as family governance, family investment policy, estate planning, structuring and Multi-Banks relationship. A true family office is based on trust – we are becoming part of the inner family sphere with the clear understanding that we are not family, we are professional family members.
We advise on and customise each client’s portfolio allocation, to develop an investment strategy tailored to meet specific investment objectives and risk profile.
Our advisory service allows clients to retain control of investment decisions, backed by professional advice, based on best-in class research and products.
To maximise the potential for growth across the portfolio, we take a holistic approach. We constantly analyse and re-evaluate the market, and look to the future, so that we can guide clients on the right strategy to maximise returns across the portfolio, whatever the market conditions.
The discretionary mandate is a structured, personalized approach to managing your assets where the daily investment decision is delegated to us, your portfolio managers. Our perspective on discretionary mandates is that returns should be optimized based on the risk allowed through sufficient diversification and active management.
Through our global network, we are able to access private and exclusive off-market investment opportunities. These range from pre-IPO to private Real Estate Investment opportunities, to opportunities to co-invest with other institutional investors into unique investments.
|16 Collyer Quay, #12-01, Singapore 049318