Our Financial Advisors               Advisors without peer & Advice without equal

In an increasingly complex, uncertain global economy, the right advice has never been more important in helping you have the confidence that you are on track to meet your investment goals—no matter what the environment.

At Golden Asia Advisors, our clients are the focus of everything we do. And with access to the best resources and intellectual capital in the industry, our Financial Advisors are in the best position to help clients reach their goals. In addition to having exceptional credentials, experience and perspective, our Advisors know it's essential to listen to you and truly understand your goals in order to help you achieve the financial future you envision.

Beyond this, there are other reasons we believe our Financial Advisors are the best in the industry. Our Advisors are intimately familiar with the specific needs that come with significant wealth. In fact, there’s no better place for affluent individuals to invest. And with unique access to research performed solely for private investors, exclusive third-party partnerships and extensive global solutions, Our Financial Advisors are unmatched in being able to deliver the full resources of investment to help you reach your financial goals.

These resources, combined with the trusted advice of our Financial Advisors, can make all the difference in helping you move forward with confidence in today’s economy.

Greater access to strategic partnerships, delivers a wider range of opportunities

We deliver partnerships that give you unmatched access not only to our internal expertise but also to preeminent thought leadership throughout the financial, economic and philanthropic worlds.

Internally partnering with our global expertise

Across our organization, we can connect you—and your business—to the world-class resources of World Private Banks, Global Asset Managements and Investment Banks. Whether you’re an individual investor who needs thoughtful estate or legacy planning strategies, a small business owner who needs a customized profit-sharing plan or an institutional client who requires assistance with investment policy planning or manager search and recommendations, we can integrate solutions seamlessly from our internal and external resources.

Opportunities driven by your needs—not ours

As our client, you can trust that your goals and dreams are the sole drivers of the resources we deliver to you. Our third-party partnerships and platform allow you to choose from a wide range of customizable options both inside and outside of Asia. Whether it’s an alternative investment, a professionally managed fund or a targeted annuity, you have greater opportunities to choose the right resources to fit your unique and complex needs.

Our Financial Advisor can tap into these partnerships, identifying what’s best for your needs based on an intimate understanding of your long-term goals, risk tolerance and the financial plan you’ve created together. As our client, you have access to the best in class resources, no matter your investment objectives or time horizon.

In addition to giving you greater, open access, we also craft exclusive investment solutions with industry-leading partner firms to help ensure we consistently address your complex needs.

Solutions and advice for your entire financial life

We can help you pursue all of your financial goals—including those that go beyond investing—to help you live the life you’ve always imagined. What drives this approach is the financial plan we create together—a road map that informs which solutions are right for you based on what you want to achieve. From helping you save for retirement to helping you borrow for a purchase that enriches your life, you have access to a wide range of options that address both sides of your balance sheet. Whether you’d like to grow your assets more strategically or protect them more intelligently, our Advisors can connect you to the right solutions, starting with a comprehensive financial plan.

The confidence to pursue all your life's goals starts with a plan.

Planning is the road map for the financial future you envision. It's the first step in our ongoing conversation with you to develop a clear, actionable and flexible plan based on your needs. Whether you're looking to save more intelligently, access your money more efficiently or borrow more strategically, a comprehensive financial plan from your our Financial Advisor will give you more confidence in your ability to meet your goals over time.

It's more than what your assets do. It's what you can do with them.

The way you access your funds and manage your cash flow each day can have a tremendous impact on your long-term financial goals. From earning competitive rates through the automatic overnight sweep of your available cash to enjoying valuable investment rewards, we have intelligent and integrated ways to maximize the efficiency of your hard-earned dollars.