CBP Quilvest Wealth Advisory

CBP Quilvest Wealth Advisory is a financial adviser and fund manager based in Singapore. Primarily asset allocators, CBP Quilvest Wealth Advisory focuses on advice, and are driven by performance.

We view our client relationship as a long term partnership. Marrying our wide knowledge of investments with constant service and monitoring, our team remains aligned to the client objectives and devoted to delivering investment performance.

We adopt an open architecture that partners with a panel of custodian banks and financial institutions to provide our clients with a wide range of investment products and recommendations, ensuring that we are always aligned to our client’s portfolio profile.

Our Team comprises experienced investment professionals with wealth management, capital markets and investment banking background.

CBP Quilvest Wealth Advisory is a holder of a Capital Markets Services (“CMS”) licence issued by Monetary Authority of Singapore (“MAS”). It is licensed to conduct accredited investor fund management activities under the Securities and Futures Act (Chapter 289) (“SFA”). It is an exempt financial adviser under Section 23(1)( d) of the Financial Advisers Act (Chapter 110) (“FAA”).  It is authorised to provide advice and issue reports and analyses on the following products:  collective investment schemes, securities, derivative contracts, foreign exchange contracts and structured deposits.

The list of services we provide are as follows: