External Assets Management (EAM)

Get the best-in-class advice from Rockstead’s independent wealth managers. Our team of External Asset Managers work independently from banks, allowing them to align their interests with their clients and not be beholden to anyone. They are typically granted a power of attorney over accounts by clients to facilitate asset management of assets held by banks.

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.

  • Current EAM relationship with ten financial institutions, banks, and brokerage firms
  • Single point of contact and reporting for multiple PB accounts
  • Personalised and dedicated services

Investment Management

Meet your specific investment goals with our 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 managing investments, one size does not fit all.

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

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. 

  • Access to a wide spectrum of insurance products
  • In-house expertise in accessing and recommending bespoke insurance plans
  • 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.

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