Ethos Wealth Management
At Ethos Wealth Management, we believe in building lasting, trusted relationships with our valued partners and clients. With a team of highly qualified and experienced consultants, we provide dedicated and professional advisory to help our valued clients protect and grow their wealth over their lifetime. Our team of advisors hold the most respected professional qualifications in the field of wealth management. These include Diplomas of Singapore College of Insurance (Dip SCI), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Institute of Banking and Finance Singapore certifications (e.g. IBFQ1, IBFA2, and IBFA3), and Master of Business Administration (MBA). Most of our consultants have at least a decade of professional experience. Supported by a dedicated team of fund managers, we also offer various in-house portfolios of funds to cater to different investors’ needs. Putting our clients’ interests first, we offer a wide range of wealth management products from major product providers, including unique funds and insurance plans that are unavailable through banks, DIY websites and insurance agents. Our team is able to serve investors who speak English, Mandarin, and Malay.
德风财富管理
德风财富管理本着以人为本的信念，致力于与宝贵的伙伴和客户共建长期的互信关系。本财富顾问团队具备卓越的专业知识与经验，包括多位拥有十年以上专业经验及财富管理领域中最受尊崇的专业资格认证的理财专家。这些专业资格认证包括了新加坡保险学院 的大专证书 (Dip SCI)、特许金融顾问 (ChFC)、注册理财规划师 (CFP)、特许金融分析师 (CFA)、新加坡银行与金融学院的初级至最高的三级专业认证资格 (IBFQ1/IBFA2/IBFA3)、工商管理硕士(MBA)等。除此，本财富顾问团队与公司内部的基金经理团队紧密合作，推出适合各类投资者的组合基金。本着客户至上的宗旨，我们提供多家信托基金和保险公司的多样化金融产品，以便满足各类投资者的需要。本团队能以中文、英文和马来文为投资者提供咨询。
Contact
(O): +65 6505 4100
(M): +65 9818 7941
BE PART OF THE GROUP
Ethos is a group with diverse skills, expertise and experience. We strive to create extraordinary value through synergy. By nurturing every valued member and creating opportunities for collaboration, we empower everyone to contribute to, and benefit from, our diverse pool of talents.
本团队拥有多样化的专长和经验。 我们致力于通过协同效应创造非凡的价值。 除了细心地培养每一位成员使其发挥所长，我们也积极地创造多种协作机会让大家互惠互利。