We are one of the leading ASEAN providers of wealth management services (excluding Thai residents).

The management of private assets is the largest area of our business and one in which we continue to invest. Our strength is founded on the lasting relationships that we build with our clients.

Broadgate Financial provides a complete wealth management service. We develop strategies and establish the structures needed for the future management of your wealth, focusing on tax-efficient solutions. We provide you with access to experts who will take the time to understand your financial position. We then suggest appropriate solutions based on independent and impartial advice. Our recommendations will be clear and realistic about what is achievable and what is advisable.

Whilst clients differ in their requirements and sometimes choose to access only specific services from us, we usually provide five broad stages of advice:

• Carrying out an in-depth review of your financial position, objectives and risk appetite
• Recommend and establish the most tax-efficient structures through which to hold your assets
• Recommend an appropriate strategic asset allocation
• Select the most suitable managers and investments within each asset class
• Provide ongoing financial planning advice, tactical asset allocation, monitor and report to you including reviewing any changes in your circumstances and respond accordingly