Moomoo Private Wealth Management
What should a private wealth manager for HNWIs
be like in the digital age?
Digital Wealth Management Reserved for High Networth Individuals and Accredited Investors
Fund and maintain S$1mil for 30 days to qualify
High touch service by dedicated Relationship Manager
1-on-1 tailored counselling with dedicated Relationship Manager
Priority customer service
Personalised investment solutions
Professional grade data and insight
Holistic portfolio tracking and performance analysis tools
Exclusive investment opportunities
Fixed income, private investments, hedge funds, derivatives,
structured products, REITs and other alternatives
Moomoo Private Wealth advisors provide 1-on-1 counselling for your investment portfolio. Our RMs are licensed by the Monetary Authority of Singapore. They are
· All CFA and/or FRM certified in wealth management.
· Equipped with decades of experience from top-tier financial
institutions like UBS, JP Morgan, Citi, Deutsche Bank, Saxo etc.
· Well versed in Asian languages.
Bespoke Wealth Management Advisory with Dedicated Relationship Manager
Exclusive Privileges for the Discerning
Closed
door events
Learning and networking opportunities reserved for HNWIs.
Family Trust
consultancy
In-house trust services to protect your asset. Expert advice on estate planning.
Face to face with
Fund Managers
Direct access to top-tier fund houses, in- depth product insights sharing.
Elite Club
Memberships
Lifestyle rewards and concierge services curated for the privileged few.
One-stop multi-asset
platform
Trade and invest on one single platform.
Embark on Your Private
Wealth Journey and Unlock
Premium Benefits.
Limited Time Offer:
New members enjoy up to S$2,500* welcome reward.
Deposit fresh fund or transfer in stock and maintain for specified period.
Learn More >
Digital Wealth Manager You Can Trust
Licensed by MAS
Moomoo SG is a broker-dealer and custodian licensed by the Monetary Authority of Singapore, (License No. CMS101000).
US$89.2B
Client assets (2024 Q3)
US$500B
Annual trading volume (2023)
100+
fund house partnerships
Investment Tech of the Year
BEST
Asia Fintech
Awards
2024
Awards
2024
Fintech - Investment and Wealth Management
Singapore Business Review
Technology Excellence Awards 2024
Technology Excellence Awards 2024
BEST
Mr. Yang
CEO, financial service
Moomoo is definitely my favourite trading platform. It offers favourable rates, is easy to use, and has a user-friendly interface. Private wealth service also exceeds my expectations, RM is very timely and responsive to every request. With his help, I learned about the use of various investment tools including bonds, options, forex, and structured products, greatly enriching my investment experience and achieving capital appreciation.
Mr. Wayne
Investor
Samuel Koh, my RM, has been exceptionally responsive and attentive to all my requests. He is a great resource for me not only in my investments needs but also in my quests for knowledge in finance and economics related queries. He has been able to interpret seemingly complex issues and explain them in simple easily understanding terms.
Samuel has provided just the right level of attention without becoming “annoying” and he has recommended products and solutions which I am happy with without feeling “pushy” in the process. Measured quantitatively, I would say his recommendation for me to stay in most of my equity positions rather than liquidating earlier has contributed to around 25% extra gain in asset values thus far this year.
Actionable investment insights
FAQ
Am I eligible to be a Moomoo Private Wealth client?
Moomoo Private Wealth is reserved for HNWIs and AIs. To qualify, clients can fund in $1mil SGD and maintain this daily average for 30 days.
How much should wealth management service cost? What is the fee schedule of Moomoo Private Wealth?
There is no extra cost imposed on Private Wealth clients, instead they can enjoy extra benefits in addition to what Moomoo already offers to retail clients, such as low commission rate, 24 hours currency exchange services etc.
Private Wealth clients are entitled to extra benefits listed below:
-1 on 1 investment advisory with dedicated Relationship Manager
-Priority access to exclusive investment products
-Tailor-made trading and fee benefits, such as better FX pricing depending on product category.
-Free trust consultation on initial set-up of family trust (additional charges apply after initial consultation)
-Lifestyle rewards
For HWNI clients, we can also tailor a pricing scheme based on AUM, transaction volume etc.How are my funds protected?
Clients' cash is custodized by DBS, whereas stocks are custodized by various third parties in various geographical markets.
As a licensed financial institution, Moomoo abide by all rules set by the Monetary Authority of Singapore, including segregation of accounts. In the unlikely event of liquidation, all clients are fully protected in their own segregated accounts.Do I need to opt in as an Accredited Investor?
It is highly recommended for you to opt in as an accredited investor. Private wealth management is a bespoke solution reserved for HNWIs. Wealth managers take a holistic approach toward the investors' portfolio and advise clients on asset allocation.
Our experienced advisors will design sophisticated and tailor made solutions based on your unique profile, such as risk profile, investment horizon, financial needs etc.Should I get a wealth manager or a private banker?
Wealth Managers take a holistic overview of the investors' portfolio, and advise them on effective asset allocation. They also take a long term view to manage clients' assets, sometimes spanning multiple generations. Their focus is on your financial needs.
By comprison, private bankers cater to HNWI clients' banking needs, including deposit/ loan/ privilege lifestyle etc.
Clients are advised to exercise careful consideration when choosing between the two.How to grow my wealth in Singapore?
At Moomoo Private Wealth, we're proud to service HNWI clients with the following:
-Multi-asset platform for trading and investing in one place, clients can enjoy superior product access to effectively diversify their portfolio
-Our dedicated Relationship Managers offer tailored advisory based clients' your unique needs
-We're plugged into real-time data from Nasdaq
-Our Intelligence team keep client abreast of the latest market conditions with research and resports
All these combined will empower clients to trade more intelligently, and invest like a professional.Is it worth paying for a Wealth Manager?
Our team of advisors are equipped with decades of experience from prestigious financial institutions including private banks and investment banks. They provide valuable strategies to help clients achieve their desired investment objectives.
What’s the difference between a Financial Advisor and a Wealth Manager?
Financial Advisors and Wealth Managers take very different approaches.
Wealth Managers take a holistic approach to evaluate the overview of investment portfolios. They facilitate clients' access to a wider product range across all asset classes, global markets and cover all sectors for effective diversification.
By comparison, Financial Advisors are limited to certain segment, typically insurance, funds, endowment plan etcHow much money do I need to hire a Wealth Manager?
Moomoo Private Wealth is reserved for HNWIs and AIs. To qualify, clients can fund in $1mil SGD and maintain this daily average for 90 days.
Private Wealth clients are further categorized into different segments, so that they can enjoy corresponding benefits based on their AUM tiers.How does wealth management differ from investment management?
Wealth management and investment management have different focuses. Wealth management typically covers a wider scope than investment management.
Investment Management focuses on specific products for investment. The aim is to grow the clients' networth.
Wealth Management specialize in wealth planning, legacy planning across multiple generations. Sometimes this also involves setting up a trust for wealthy families.