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:
Following the successful completion of a management buy-out of its major shareholder, CBP Quilvest Singapore has rebranded its trust and wealth advisory businesses to Providentia Wealth Management Ltd and Providentia Wealth Advisory Ltd respectively. The rebranded Providentia Wealth is fully owned by the local management team and staff.
Providentia Wealth continues to offer bespoke wealth planning and investment solutions out of its Singapore office for its global clients, multi-generational families, expatriates, and entrepreneurs across Asia, Europe, Latin America and the Middle East.
Luke Peng, founder and CEO of Providentia Wealth said, “The Providentia Wealth brand is established upon the foundation of wealth creation, preservation and management across multiple generations. The Latin word, ‘Providentia’, means foresight, skill and care in the management of resources; essential attributes for any robust wealth planning solution. With the conclusion of the buy-out, Providentia Wealth is well-positioned to deliver wealth management solutions and investment services with the unique advantages of the Singapore brand; stability, excellence and trust.”
Providentia Wealth operates two subsidiaries, Providentia Wealth Management Ltd and Providentia Wealth Advisory Ltd, holding a Trust Business licence and Capital Market Services licence for fund management issued by the Monetary Authority of Singapore respectively.
Our new website at www.providentiawealth.com will be available soon.