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Wealth Management Alliance

EST. AUM
$250,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Singapore
CRD Number 332710
Website wma.asia
Client types

Overview

They manage financial assets with more than 20 private banks and custodians, across 8 different jurisdictions. In the course of advising families on their intergenerational wealth transmission, they also work with a wide pool of trust companies, law firms, fund administrators, tech service providers, and tax advisors. They have extensive relationships with fund managers, giving them unique opportunities otherwise unavailable to most private banking clients. Together, this wide network of institutional relationships helps them ensure fair pricing from their third-party providers.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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