# WealthManagement.sg

> Singapore directory of MAS-licensed wealth-management firms — private banks, IFAs, EAMs, multi-family offices, fund managers, trust companies. Sourced directly from the MAS Financial Institutions Directory and ACRA Open Data. Every fact carries a regulator-grade provenance chip.

## Coverage

- **1,928 firms** in the MAS Financial Institutions Directory cohort
- **1,793 firms** in the wealth-management remit (private banks, IFAs, EAMs, MFOs, fund managers, robo, trust)
- Firm data from the MAS FID snapshot of 2026-10-17, with ACRA UEN matches

## Licence-type cohorts

- [Capital Markets Services Licensee](https://wealthmanagement.sg/segments/capital-markets-services-licensees/) — 1,570 firms
- [Wholesale Bank](https://wealthmanagement.sg/segments/wholesale-banks/) — 95 firms
- [Licensed Financial Adviser](https://wealthmanagement.sg/segments/licensed-financial-advisers/) — 71 firms
- [Exempt Financial Adviser](https://wealthmanagement.sg/segments/exempt-financial-advisers/) — 71 firms
- [Licensed Trust Company](https://wealthmanagement.sg/segments/licensed-trust-companies/) — 61 firms
- [Merchant Bank](https://wealthmanagement.sg/segments/merchant-banks/) — 21 firms
- [Full Bank](https://wealthmanagement.sg/segments/full-banks/) — 20 firms
- [Qualifying Full Bank](https://wealthmanagement.sg/segments/qualifying-full-banks/) — 10 firms
- [Local Bank](https://wealthmanagement.sg/segments/local-banks/) — 6 firms
- [Exempt Capital Markets Services Entity](https://wealthmanagement.sg/segments/exempt-capital-markets-services/) — 3 firms

## Wealth segments

- [Licensed + registered fund managers](https://wealthmanagement.sg/wealth-management/fund-management/) — 994 firms — LFMCs and RFMCs running discretionary investment mandates for institutional + private clients.
- [Independent financial advisers](https://wealthmanagement.sg/wealth-management/ifa/) — 558 firms — Licensed and exempt financial advisers serving retail and HNW clients with multi-product platforms.
- [Private banks](https://wealthmanagement.sg/wealth-management/private-banking/) — 152 firms — Banks running dedicated private-banking + wealth-management divisions for HNW and UHNW clients.
- [Licensed trust companies](https://wealthmanagement.sg/wealth-management/trust/) — 89 firms — MAS-licensed trust companies providing succession, fiduciary, and estate-administration services.

## Hub pages

- [Firm directory](https://wealthmanagement.sg/firms/) — searchable index of all 1,928 firms
- [People / Key Personnel](https://wealthmanagement.sg/people/) — MAS FID-published officers and senior management
- [Segments overview](https://wealthmanagement.sg/segments/) — licence-type cohorts (LFA, EFA, CMSL, RFMC, LFMC, TC, EAM, MFO)
- [Firms by permitted activity](https://wealthmanagement.sg/activities/) — 19 MAS permitted activities and products, each with a firm count and an A–Z firm list
- [Wealth management hub](https://wealthmanagement.sg/wealth-management/) — segment deep-dives
- [Compare](https://wealthmanagement.sg/compare/) — 2-firm head-to-head

## Machine-readable surface

- [Open data page](https://wealthmanagement.sg/data/) — every machine-readable surface, its provenance, limits and licence
- [MAS register changes](https://wealthmanagement.sg/changes/) — firms that joined or left the MAS Financial Institutions Directory between our dated snapshots
- [How to complain about a bank or adviser](https://wealthmanagement.sg/dispute-resolution/) — FIDReC steps, limits and which firms its member list shows
- [API discovery](https://wealthmanagement.sg/api/v1/index.json)
- Per-firm JSON: `https://wealthmanagement.sg/api/v1/firms/<slug>.json`
- Per-firm Markdown: `https://wealthmanagement.sg/api/v1/firms/<slug>.md`
- Per-firm page-level Markdown: `https://wealthmanagement.sg/firms/<slug>/markdown`
- Per-segment JSON: `https://wealthmanagement.sg/api/v1/segments/<segment>.json`
- [Cohort summary — largest firms per licence type (llms-full.txt)](https://wealthmanagement.sg/llms-full.txt)

## SG wealth-management primers

- [Private banking in Singapore](https://wealthmanagement.sg/private-banking-singapore/) — head-term hub. Top 10 banks ranked, decision criteria, minimums, why-Singapore
- [Singapore private banking minimums compared](https://wealthmanagement.sg/private-banking-singapore-minimums/) — 19 banks side-by-side: S$1.5M (DBS) → US$25M (JPM, Citi, GS, MS PWM)
- [Private banking vs priority banking Singapore](https://wealthmanagement.sg/private-banking-vs-priority-banking-singapore/) — when to upgrade from priority tier
- [Family office in Singapore](https://wealthmanagement.sg/family-office-singapore/) — 13O / 13U distinctions, operating cost, key persons
- [Single family office vs multi family office](https://wealthmanagement.sg/single-family-office-vs-multi-family-office-singapore/) — SFO vs MFO decision guide
- [Multi family office in Singapore](https://wealthmanagement.sg/multi-family-office-singapore/) — MFO market structure, top firms, pricing
- [Family office setup cost & timeline](https://wealthmanagement.sg/singapore-family-office-setup-cost-timeline/) — S$150-500k one-off + S$1-3M/year, 6-12 month phases

## SG tax schemes (family office)

- [Section 13O scheme](https://wealthmanagement.sg/13o-tax-scheme-singapore/) — single-family-office funds (new awards from 1 Aug 2026): S$20 million AUM, 2 investment professionals (≥1 non-family), local spending S$200,000–S$1 million tiered by AUM; per MAS Circular FDD Cir 05/2026
- [Section 13U scheme](https://wealthmanagement.sg/13u-incentive-family-office/) — single-family-office funds: S$50 million AUM, 3 investment professionals (≥1 non-family), same tiered local spending, fund in any jurisdiction
- [13O vs 13U comparison](https://wealthmanagement.sg/13o-vs-13u-singapore/) — side-by-side conditions, decision tree, migration
- [Section 13D — offshore fund exemption](https://wealthmanagement.sg/13d-tax-scheme-singapore/) — non-resident funds managed in SG; self-assessed, no MAS approval; manager must employ 1 investment professional from YA 2028; schemes expire 2029-12-31
- [Sections 13R / 13X (legacy)](https://wealthmanagement.sg/13r-13x-tax-scheme-singapore/) — renumbered 13O / 13U in the Income Tax Act 1947, 2020 Revised Edition (in force 2021-12-31)
- [Variable Capital Company (VCC)](https://wealthmanagement.sg/variable-capital-company-singapore/) — default SG-resident fund vehicle since 2020

## Singapore private bank brand profiles

- [UBS Wealth Management Singapore](https://wealthmanagement.sg/ubs-private-banking-singapore/) — S$2-3M minimum, Swiss universal (post-Credit Suisse merger)
- [HSBC Private Banking Singapore](https://wealthmanagement.sg/hsbc-private-banking-singapore/) — Jade S$2M, GPB S$5M+, Asia-Europe corridor
- [DBS Private Bank](https://wealthmanagement.sg/dbs-private-banking/) — S$1.5M minimum, Singapore-domestic leader
- [Standard Chartered Singapore](https://wealthmanagement.sg/standard-chartered-priority-banking/) — Priority Private S$1.5M, SC Private Bank US$5M+
- [Bank of Singapore](https://wealthmanagement.sg/bank-of-singapore-private-banking/) — OCBC's pure-play, US$5M minimum
- [Citi Private Bank Singapore](https://wealthmanagement.sg/citi-private-bank-singapore/) — UHNW-only, US$25M minimum, Law Firm Group
- [JP Morgan Private Bank Singapore](https://wealthmanagement.sg/jp-morgan-private-bank-singapore/) — UHNW-only, US$25M minimum, Highbridge + PE secondaries
- [Morgan Stanley PWM Singapore](https://wealthmanagement.sg/morgan-stanley-private-wealth-management-singapore/) — UHNW-only, US$25M, IWA model, concentrated-stock specialism
- [Goldman Sachs PWM Singapore](https://wealthmanagement.sg/goldman-sachs-private-wealth-management-singapore/) — UHNW-only, US$25M+, direct co-investment + IB deal flow
- [Julius Baer Singapore](https://wealthmanagement.sg/julius-baer-singapore/) — Swiss pure-play, US$2M minimum, no IB conflict
- [Pictet Singapore](https://wealthmanagement.sg/pictet-singapore/) — Partnership-owned Swiss pure-play, US$2M+, multi-generational families
- [Credit Suisse Singapore](https://wealthmanagement.sg/credit-suisse-singapore/) — now part of UBS (June 2023 merger)

## Decision-stage resources

- [FAQ — wealth management in Singapore](https://wealthmanagement.sg/wealth-management-faq/) — minimums, family office, tax, advisory
- [Investment guide](https://wealthmanagement.sg/investment-guide/) — Singapore overview for HNW investors
- [Top Singapore tax & legal family-office advisors](https://wealthmanagement.sg/top-singapore-family-office-advisors/) — Drew & Napier, AG, WongPartnership, Big-4 private client
- [Top Singapore multi-family offices](https://wealthmanagement.sg/top-multi-family-offices-singapore/) — ranked list of major MFOs
- [What is private banking in Singapore?](https://wealthmanagement.sg/what-is-private-banking-singapore/) — plain-English explainer
- [What is a family office in Singapore?](https://wealthmanagement.sg/what-is-a-family-office-singapore/) — plain-English explainer

## Glossary (definition-grade reference)

- [Singapore Wealth Management Glossary](https://wealthmanagement.sg/glossary/) — 80+ definition-led terms covering MAS regulation, tax schemes, family-office structures, alternatives (PE/VC/hedge/private debt), products, roles, fees, SG-specific (CPF/SRS/CDP/SGX), compliance (AML/CFT/PDPA/KYC)
- Per-term pages: `https://wealthmanagement.sg/glossary/<slug>` — each term has its own DefinedTerm-marked page with definition, expansion, source citation, and related terms

## Interactive calculators

- [Calculators index](https://wealthmanagement.sg/calculator/)
- [13O / 13U Eligibility Checker](https://wealthmanagement.sg/calculator/13o-eligibility-checker/) — input AUM, professionals, business spend, local-investment %; output eligibility verdict + gap analysis
- [Private Banking Minimum Picker](https://wealthmanagement.sg/calculator/private-banking-minimum-picker/) — input portfolio size + priority; lists SG banks whose published minimums match (factual filter, not advice)

## Transparency

- [How WealthManagement.sg makes money](https://wealthmanagement.sg/our-monetisation/) — full disclosure: advertising / featured-placement only, never commission on AUM, FAA s23B compliant

## Provenance

- **Primary source:** Monetary Authority of Singapore Financial Institutions Directory (MAS FID) — <https://eservices.mas.gov.sg/fid/>
- **UEN backfill:** ACRA Open Data via data.gov.sg
- **Tier:** A (regulator-published)
- **Refresh cadence:** firm metadata snapshotted per build; MAS FID is the live authority
- **Licence:** <https://wealthmanagement.sg/legal/data-sources/>
- **Takedown / corrections:** <https://wealthmanagement.sg/legal/data-takedown/> (48-hour SLA)

## How to cite

Cite both the WealthManagement.sg page URL and the MAS source, with the snapshot date. Example:

> WealthManagement.sg, "<firm name>", https://wealthmanagement.sg/firms/<slug>/, using data from the MAS Financial Institutions Directory (https://eservices.mas.gov.sg/fid/), snapshot of 17 October 2026.

- Use the canonical page URL (apex, trailing slash), not the JSON or Markdown twin.
- For whether a firm is licensed today, check the MAS FID directly; our copy is a dated snapshot.
- Details: <https://wealthmanagement.sg/data/#how-to-cite>

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*WealthManagement.sg is a directory mirror. We do not regulate, vet, or endorse firms. For binding regulatory purposes consult the MAS FID directly.*

*Generated: 2026-10-17*