One Group
Advisory Group Leaders: Carey Ang, Smith Foo, Woo Ern Ern
"One Group comprises of first-grade Wealth Managers with a singular focus on delivering tailored and quality financial advice so customers can look forward to a more comfortable future.
Our innovative spirit drives us to continuously engage with our customers in new ways, so we’re always with them at every life stage. And our pursuit for progress motivates us to constantly sharpen our skills so we can serve our customers with distinction."
MKA
Advisory Group Leader: Magdalene Koh
MKA is a collective of young, dynamic financial adviser representatives who continuously inspire and support each other in their professional endeavours. The strong synergy within the group enhances individual performance while also driving the overall success of the organisation.
Our team’s versatility enables us to meet the changing needs of our clients. By continually providing tailored solutions that align with our clients' goals, we’ve built long-lasting relationships that are anchored in trust and understanding.
Wealth United Singapore
Advisory Group Leader: Lawrence Leu
Wealth United is committed to being a trusted one-stop platform for every individual, dedicated to providing unwavering support and guidance throughout every stage of life.
Respect, love and trust stand as the highest priorities of our culture. We take pride in empowering our Wealth Managers to provide the best solutions for all valued clients.
Private Clients Planner
Advisory Group Leader: Darren Tan
"With Private Clients Planner (PCP), you get a progressive team of professionals, motivated by the vision of building a significant long-term relationship with each client.
The team at PCP believes in treating others like you’d treat themselves– with utmost respect, trust and care. This philosophy has been a guiding force in our search for like-minded wealth management professionals and is what drives us to deliver sustainable solutions that puts our clients at the centre of what we do."
Vanguard
Advisory Group Leader: Ivan Tan
“Success at Vanguard starts with “Making Dreams a Reality Together (MDRT).“
Vanguard focuses on supporting financial advisers through training and technology to provide innovative financial solutions for their clients. We believe that taking care of our advisers is key to effectively meeting clients' financial needs and building long-term trust.
By prioritizing the wellbeing and success of our advisers, Vanguard creates a mutually beneficial situation for both advisers and clients, helping to achieve everyone's objectives.”
United Wealth Alliance
Advisory Group Leader: Terence Foo
At United Wealth Alliance, unity drives everything we do, as embodied in our slogan, 'Stronger Together.' We've built a community of dedicated professionals committed to sharing their expertise and insights while ensuring that our collective knowledge is aligned with the latest market trends.
As financial professionals, we are committed to upholding the highest standards in our practice, continually refining our skills to deliver exceptional advisory services. Our goal is to empower our clients on their path to achieving financial freedom.
Jerry Lim Group
Advisory Group Leader: Jerry Lim
JLG advocates an open culture where our Wealth Managers share their knowledge and experience. Our team of Wealth Managers celebrate success and embrace lessons together, fostering a culture of growth and development.
Our mission is twofold. Firstly, we aim to cultivate the next generation of leading Wealth Managers by building on their existing strengths, skills, and knowledge. Secondly, we are committed to delivering fulfilling client experiences through our holistic, one-stop-shop approach to wealth management.
Lionheart Wealth Group
Advisory Group Leader: Sandy Tan Zi Wei
At Lionheart Wealth Group, we believe in the transformative power of financial education — built on trust and driven by purpose. Our team is committed to breaking boundaries and redefining industry benchmarks as we work towards a future where everyone can thrive in financial security and independence.
Guided by our motto, “Do all things with a champion’s mindset and a lion’s heart,” we foster a bold, ambitious culture that empowers individuals to pursue excellence and make a meaningful impact.
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