Corporate Wealth Management

Grow your business wealth with our bespoke investment service for SMEs

At a Glance

Elevate your financial strategy with our Corporate Wealth Management service. Optimize your funds and develop a personalized portfolio that aligns with your strategic business goals for sustainable long-term growth.

Portfolio Offerings

Whether you want to focus on a specific geography, instrument, currency or even your investment mandate, choose from investing in Exchange Traded Funds, mutual funds, fixed income, or equities. Alternatively, we can customise your portfolio based on your preferred products

Currency Linked Investment (CLI)

Dual Currency Investment (DCI) is a derivative instrument that meets your foreign currency investment needs. Earn higher potential returns by linking your investments to the performance of foreign exchange rates.

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Features & Benefits

Customized Investment Strategies

Build a portfolio that aligns with your unique financial goals, risk appetite, ESG preferences, and liquidity requirements. Access a wide range of products across diverse asset classes and geographies, including Structured Team Funds (STFs), mutual funds, fixed income and equities.

Enhanced Financial Flexibility

Optimize your investment potential with leverage and gain greater control over your cash flow.

Expert-Led Strategic Guidance

Benefit from advisory and the latest market insights from our portfolio managers and Chief Investment Office

FAQs

	Who is the Corporate Wealth Management service suitable for?
	Operating companies, investment companies and non-profit organisations who classify as Accredited Investors.

	I am a Non-Profit Organisation. Can I still take up the Corporate Wealth Management service?
	Yes you can depending on your investment mandate. The Corporate Wealth Management service is suitable for schools, institutes of higher learning, clubs, religious and charitable organisations.

How do I know if my company qualifies for the Corporate Wealth Management service?

Your company will need to be classified as an Accredited Investor in accordance to the Monetary Authority of Singapore’s regulations.
To be an Accredited Investor (Corporation):

Corporation/entity/trustees of a trust has more than SGD $10 million (or its equivalent in a foreign currency) in net assets; or
Whose entire share capital is owned by individual Accredited Investors

For more information to find out whether your company qualifies as an Accredited Investor or you would like to be one, please contact us by filling up the interest form.

Disclaimer: The above definition of Accredited Investor (Corporation) is based on the Monetary Authority of Singapore’s regulations published on 12 March 2019. Do refer to their website for any updates.

Can my company still be an Accredited Investor if I don t meet the requirements?

Your company can still be classified as an Accredited Investor if all the individual shareholders are classified as Accredited Investors themselves. To be an Accredited Investor (Individual):

You have net personal assets which exceed SGD $2 million (or its equivalent in a foreign currency); or
You have net financial assets (i.e. deposits and investment products) which exceed SGD $1million (or its equivalent in a foreign currency); or
Your income in preceding 12 months exceed SGD $300,000 (or its equivalent in a foreign currency)

	Is there a minimum investment amount for this Corporate Wealth Management service?
	The minimum investment amount is SGD 5 million. If you’re keen to start investing with a smaller amount, please contact us for advisement.

	Is Corporate Wealth Management risky?
	All investments entail risk. At DBS, we have years of experience in managing investments from low to high risk. Rest assured, you can select a portfolio based on your risk appetite.