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External Assets Management (EAM)

PRIVATE BANK (PB) SERVICES

Enjoy having a single point of contact with our finance experts. Rockstead has partnerships with ten different financial institutions, including banks and brokerage firms.

Each client will be allocated to an existing and experienced External Asset Manager who is ready and available to work out your individualised financing solutions, in addition to the enviable interest rates– a service that even banks cannot guarantee.

  1. Current EAM relationship with ten financial institutions, banks, and brokerage firms
  2. Single point of contact and reporting for multiple PB accounts
  3. Personalised and dedicated services
Private Wealth Management Singapore

INVESTMENT MANAGEMENT

Meet your specific investment goals with our asset management services. Our professional will first assess our client’s risk tolerance, time horizon, and investment objectives.

Based on this information, a suitable asset allocation is determined. The portfolio is then continuously monitored and rebalanced as needed to keep it in line with your original goals. When it comes to private wealth management, one size does not fit all.

  1. Tailored investment objectives and plans based on individual client’s profile
  2. Unbiased access to broader product offerings, including direct investments into pre-IPO/placements
  3. DPM/APM, with a lower transaction cost structure

INSURANCE BROKERAGE

Insurance Brokerage

Get personalised advice on your insurance plans. Rockstead not only stands as a sentinel to protect our clients’ assets but also guards them against unnecessary financial losses.

Operating with that vision, our advisors conduct a critical analysis to evaluate each variable–premium flexibility, cash value portion, and investment portion. 

  1. Access to a wide spectrum of insurance products
  2. In-house expertise in accessing and recommending bespoke insurance plans
  3. Universal Life (UL)/Variable Universal Life (VUL)

LOAN, DEBT, MORTGAGE BROKERAGE

Find the best possible financial solution for your needs. Taking out a loan is a big financial decision. Rockstead’s in-house mortgage brokerage advisors have a wealth of experience and knowledge so you can find the best financial package for your needs, whether you’re looking for a new mortgage, refinancing an existing loan, or restructuring your debt.

Backed by a large network of lenders, we’re also able to offer some of the most competitive rates in the industry.

  1. In-house mortgage brokerage advisors
  2. Unparalleled financial and refinancing packages across numerous debt-structuring and restructuring options
  3. Competitive loan rates

 

Why is Private Wealth Management Important?

Navigating the intricate world of finance and investment can be challenging. This is where the services of a private wealth management firm, such as Rockstead Capital, become invaluable. Here are some key reasons why private wealth management is important:

Access to Expertise

– A private wealth management firm has a team of professionals with vast experience and a deep understanding of the financial markets. These experts can provide insights into market trends, identify potential investment opportunities, and advise on risk management strategies. They can also assist with tax planning, estate planning, and other complex financial matters, ensuring that all aspects of your wealth are optimally managed.

International Reach

– In today’s globalized world, investment opportunities are not confined to domestic markets. A private wealth management firm has the capacity and network to identify and access investment opportunities on a global scale. With their international reach, they can help diversify your investment portfolio and spread risk across different markets and asset classes.

Personalized Approach

– Every individual has unique financial goals, risk tolerance, and investment horizon. A private wealth management firm recognizes this and provides a highly personalized service tailored to your specific needs. They take the time to understand your financial objectives and craft a custom investment strategy designed to achieve those objectives.

Comprehensive Services

– Private wealth management is not just about investing. It encompasses a wide range of services, including financial planning, tax and estate planning, philanthropy, and more. By working with a private wealth management firm, you can access all these services under one roof, simplifying the management of your wealth.

Peace of Mind

– Perhaps the most significant benefit of private wealth management is the peace of mind it provides. Knowing that your wealth is being managed by experts who understand your financial goals can give you the confidence to focus on other aspects of your life. In conclusion, private wealth management plays a crucial role in helping individuals and families preserve and grow their wealth. By providing access to expertise, international investment opportunities, personalized services, and a comprehensive range of financial services, a private wealth management firm like Rockstead Capital can be a valuable partner in your financial journey.

Important Legal and Proprietary Information

This webpage contains important legal and proprietary information concerning Rockstead Capital Private Limited and its funds. Before proceeding, please read the following disclaimer statements.

By clicking the “I AGREE” button, you are deemed to be representing and warranting that:

  1. You have read and understand the information contained in this page and accept the terms and conditions contained herein,
  2. The applicable laws and regulations of your jurisdiction allow you to access the information on this webpage,
  3. You are duly authorized to access this webpage for the purpose of acquiring information, and
  4. You or any other person or entity you represent initiated the discussion, correspondence or other communications with Rockstead Capital or its representatives, which resulted in you requesting access to Rockstead Capital Private Limited’s website and the information regarding its funds, and none of Rockstead Capital or its representatives at any time directly or indirectly contacted you with respect to the provision of investment advisory services or investment in a Rockstead Capital fund prior to such unsolicited initiation of discussions, correspondence or other communications.

The information on this webpage is not intended for persons located or resident in jurisdictions where the distribution of such information is restricted or unauthorized. No action has been taken to authorize, register or qualify any of the Rockstead Capital funds or otherwise permit a public offering of any Rockstead Capital fund in any jurisdiction, or to permit the distribution of information in relation to any of the Rockstead Capital fund in any jurisdiction.

To the best of its knowledge and belief, Rockstead Capital considers the information contained herein as accurate as at the date of publication. All information and opinions in this webpage are subject to change without notice. No representation or warranty is given, whether express or implied, on the accuracy, adequacy or completeness of information provided in the website or by third parties. The materials in this webpage could include technical inaccuracies or typographical errors, and could become inaccurate as a result of developments occurring after their respective dates. Rockstead Capital undertakes no obligation to maintain updates to such information. Any links to other websites contained within this webpage are for the convenience of the user only and do not constitute an endorsement by Rockstead Capital of these websites. Rockstead Capital is not responsible for the content of other websites referenced in this webpage. Neither Rockstead Capital nor its affiliates and their respective shareholders, directors, officers and employees assume any liabilities in respect of any errors or omissions on this webpage, or any and all responsibility for any direct or consequential loss or damage of any kind resulting directly or indirectly from the use of this webpage.

Unless otherwise agreed with Rockstead Capital, any use, disclosure, reproduction, modification or distribution of the contents of this webpage, or any part thereof, is strictly prohibited. Rockstead Capital expressly disclaims any liability, whether in contract, tort, strict liability or otherwise, forany direct, indirect, incidental, consequential, punitive or special damages arising out of, or in any way connected with, your access to or use of this website.

This webpage is not an advertisement and is not intended for public use or distribution. This website has been prepared for the purpose of providing general information only without taking account of any particular investor’s objectives, financial situation or needs and does not amount to an investment recommendation. An investor should, before making any investment decision, consider the appropriateness of the information in this website, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. In all cases, anyone proposing to rely on or use the information contained in the website should independently verify and check the accuracy, completeness, reliability and suitability of the information. The information contained in this webpage does not constitute financial, investment, legal, accounting, tax or other professional advice or a solicitation for investment in Rockstead Capital’s funds, nor does it constitute an offer for sale of interests issued by funds that are managed or advised by Rockstead Capital. Any offer can only be made by the relevant offering documents, together with the relevant subscription agreement, all of which must be read and understood in their entirety, and only in jurisdictions where such an offer is in compliance with relevant laws and regulatory requirements.

Simulations, past and projected performance may not necessarily be indicative of future results. Figures may be taken from sources that are believed to be reliable (but may not necessarily have been independently verified), and such figures should not be relied upon in making investment decisions. Rockstead Capital, its officers and employees do not assume any responsibility for the accuracy or completeness of such information. There is the risk of loss as well as the opportunity for gain when investing in funds managed or advised by Rockstead Capital.

Rockstead Capital Private Limited holds a capital markets services licence for the provision of fund management services to eligible investors and is an exempt financial advisor pursuant to paragraph 20(1)(d) of the Financial Advisers Act (“FAA”). Accordingly, this website and its contents is permitted only for the use of persons who are “institutional investors” or “accredited investors”, each within the meaning provided in the Singapore Securities and Futures Act (Cap.289); As an “institutional investor” and/or “accredited investor” certain disclosure requirements under the FAA in relation to the contents of this website would not apply to you as a recipient. The products and services described in this website are available to such aforementioned categories of persons only. None of the contents of this website have been approved or endorsed by the MAS or any other global regulator.

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