We seek to leverage on Yuanta Group’s extensive regional market presence, product expertise and global market connectivity to deliver timely and comprehensive investment solutions to Accredited / Institutional (“AI/II”) investors seeking a one-stop investment gateway into global markets.
Our value proposition is our ability to give access to tailored financial investment solutions and unique opportunities through our affiliate network and corporate access across global capital markets.
YWMS investment strategy targets optimising alpha returns, and smart beta investing. Our portfolio strategy is supported by Yuanta Group’s regional investment research analysts and product specialists, allowing us to design and construct a fully customised Investment portfolio, employing all available and proven financial instruments, to achieve your desired investment objectives.
YWMS bespoke asset management service model allows us to effectively and professionally cater to the needs of family offices by tailoring strategies to the needs of each client.
As an Accredited Investor with YWMS, there are more opportunities to diversify one’s investment portfolio with access to regulatory restricted investments such as FCNs, distressed debts and other exotic products. To maximise returns, Investors often seek greater alphas and higher yielding investment instruments. Clients of YWMS will have access to a wider range of investment opportunities that are normally not available to the masses.
The primary benefit of being an accredited investor is that it gives you a financial advantage over others. Because your net worth or salary is already among the highest, being an accredited investor allows you access to more investment possibilities, such as investments that are typically not available to retail investors. While not all of these opportunities will guarantee higher gains, but due to the higher risks involved, returns are generally higher.
Variety provides diversity, and as an Accredited Investor, there are more opportunities to diversify one’s investment portfolio with access to restricted investments such as equity-linked notes, selected investment grade bonds and structured products. Investors often seek high yielding investment products, and as an Accredited Investor, with the wider range of products offered, they would have the option to invest in private deals that offer higher yields and not be limited to simply dividend paying stocks, REITs and bonds.
An Accredited Investor (“AI”) is someone who meets the requirements set out by the Monetary Authority of Singapore (“MAS”) and has opted in to be treated as an AI by financial institutions. AIs usually have considerable knowledge, skill or experience in their profession or academic discipline, hence allow AIs to better obtain resources to protect their own interests.
AIs may access a wider, more sophisticated and potentially complex range of investment products and services than non-AIs. AIs are assumed to be better informed, and better able to access resources to protect their own interests, and therefore require less regulatory protection. Investors who agree to be treated as AIs therefore forgo the benefit of certain regulatory safeguards.
For example, issuers of securities are exempted from issuing a full prospectus registered with the MAS in respect of offers that are made only to AIs, and intermediaries are exempted from a number of business conduct requirements when dealing with AIs. Investors should consult a professional adviser if they do not understand any consequence of being treated as an AI.
Qualification for AI Status
To find out more about the AI regime, simply contact the Company or get in touch with us here.
An AI generally has access to a wider range of financial products and services. AIs are assumed to be better informed, and better able to access resources to protect their own interests, and therefore require less regulatory protection. Investors who agree to be treated as AIs therefore forgo the benefit of certain regulatory safeguards. For example, issuers of securities are exempted from issuing a full prospectus registered with the MAS in respect of offers that are made only to AIs, and intermediaries are exempted from a number of business conduct requirements when dealing with AIs. Investors should consult a professional adviser if they do not understand any consequence of being treated as an AI.
If at any time you no longer wish to be treated as an AI, you may notify us that you wish to Opt Out. Please contact the Company and complete the Accredited Investor Opt Out Form.
We require 14 business days from the data of receipt of the Opt Out Form to effect your instruction. We will notify you once your investor status an a non-AI client has been updated in our records. Until such time, you will still be treated as an AI.
With licensed operations spanning across Asia, Yuanta Group believes that its presence in Singapore will offer its global high net worth and institutional investor client base the opportunity to access opportunities in Singapore’s supportive and well regulated asset management environment. Yuanta Group takes a client-driven investment approach and it believes it can be of service to potential clients who will benefit from its extensive expertise and comprehensive suite of products and services.
Yuanta Group’s vision is to continually strengthen and consolidate its leading position in Taiwan financial services industry and to sensibly and incrementally expand in meaningful ways internationally, with the goal of becoming the best financial service provider in the Asia-Pacific region. The Group seeks to provide clients with a global investment framework products and expertise but always with deep local domain knowledge and experience in each market it is present in. In so doing, it is guided by the concept of “local living, global financial management”.
Yuanta Wealth Management (Singapore) (“YWMS”) is a Licensed Fund Management Company (“LFMC”) regulated by the Monetary Authority of Singapore (“MAS”) and holds a Capital Markets Services licence to carry out fund management for Accredited Investors and Institutional Investors.
Our investment strategies take into account the behavioral complexities of our clients, gleaned from Yuanta Group’s experience in serving Asian investors. We listen and understand our investors who may wish to remain much engaged in their investment decisions and portfolio construction. YWMS serves its clients primarily by providing bespoke investment portfolio management services and will work closely with them to achieve their respective investment goals.
We strive to achieve consistent investment returns for our customers by understanding their objectives and assessing investment opportunities to create robust portfolios. YWMS is a wholly-owned subsidiary of Yuanta Securities , a leader in securities business in Taiwan. Its parent company, Yuanta Financial Holdings (“Yuanta Group”) is a deeply rooted and integral and long-established financial institution in Taiwan, comprehensively operating with operations in traditional banking services, securities dealing/trading, insurance, fund management, securities and investment banking advisory and futures businesses.
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