Investment advisory firm serving ultra-high net worth families globally Crossbridge Capital, has launched Connect by Crossbridge, Singapore’s first digital advisory platform serving accredited investors.
Developed in collaboration with top-tier industry providers Morningstar, Pershing (a BNY Mellon Company), Julius Baer and Bambu, Connect by Crossbridge the firm says is an intuitive digital platform offering tailored investment strategies to ‹accredited investors› living in Singapore.
Crossbridge Capital, which has US$3 billion under advisement, was founded in London in 2008 with a focus on client-centred and independent advice, and a commitment to open architecture and overall transparency.
Backed by Two of the World’s Leading Banks
The company is regulated in multiple markets with offices in London, Singapore and Monaco and is backed by two of the world’s leading banks as minority investors. Its Singapore office, which has been serving high net worth clients since 2010, is regulated by the Monetary Authority of Singapore.
Having a U.S.-regulated entity as custodian (Pershing) means that U.S. expatriate investors will also be eligible to invest on the platform, alongside other expatriates and Singaporean investors.
Partnered with Julius Baer
Together with Morningstar, the leading global investment research firm, Crossbridge Capital has developed for Connect a series of actively managed Certificates built around specific risk-return profiles - each with an exposure of up to 12 asset classes.
Crossbridge Capital has also partnered with Julius Baer, the leading Swiss private banking group which is providing its comprehensive structuring expertise as the Issuer of the Certificates. The advisory platform itself was developed by B2B platform provider Bambu.
«Singapore is a globally significant wealth management and financial technology centre with a growing base of affluent investors who are increasingly digitally-inclined,» said Tarek Khlat, (pictured) Co-Founder and Group CEO of Crossbridge Capital. Connect will be available to ‹accredited investors› living in Singapore, and Singapore will act as the hub for future expansion into the region.
- ‹Accredited investors› include individuals whose net personal assets exceed S$2 million or whose income in the preceding 12 months is not less than S$300,000 (Source: Monetary Authority of Singapore)