BMFA Wealth Management is an investment advisory firm that is focused on bringing top-class financial products and solutions to mass affluent and high net worth individuals.Leveraging on our management's collective experience of 35 years in the financial industry, we look to empower our clients by enhancing their investment portfolios to achieve greater wealth – through comprehensive planning and structuring – based on our clients' goals and needs. We believe in transparent communication, sharing expert insights and building mutual trust – a necessity as an effective client advisor in wealth management.Our management team ensures that client advisors in BMFA are well equipped with the right skillset and mindset in order to maintain our high standard of advisory in the wealth management industry. – This is done through an intensive foundation course for all onboarding client advisors as well as on-going mentorship, training and guidance by their respective managers.Our vision is to be a global premier investment advisory institution that serves as our clients' financial pillar of support. – By growing and maintaining strategic partnerships with established organisations in the industry, we offer a comprehensive suite of solutions to our clients. When it comes to enhancing our clients' wealth, we make it a priority to do away with undue hassle and unnecessary costs – while upholding the quality of our products and services.We aim to provide a seamless integration between relationship management and investment portfolio management while maintaining an unbiased multi-custodian and multi-execution platform that ensures best execution and an effective fee structure for our clients.
Social Link - Linkedin: http://www.linkedin.com/company/bmfawealth
Employee Count: 50
Keywords: financial services