Portfolio Management
Growing your wealth for your retirement.
We recognise the significance of your family wealth and are dedicated to ensuring its enduring resilience. With Willia Estate, we craft and implement a personalised, sustainable strategy specifically designed to grow your wealth for retirement across generations.
Retirement
Tracker
What we offer
Bespoke Solutions
The one place that meets all your financial requirements seamlessly.
Capital Preservation
Designed to safeguard your initial investment by employing conservative and low-risk strategies. We prioritize minimizing the risk of loss, offering stability and security for your financial portfolio. Our focus is on protecting your wealth, providing a more secure foundation for your investments.
Risk Exposure
We specialise in precise risk assessment and strategic planning to mitigate diverse investment risks. From handling currency exchange risk to optimising portfolios amid market fluctuations, our expertise includes managing investment risk and leveraging.
Discretionary Portfolio Management
Experience the power of a precisely designed portfolio that caters exclusively to your individual needs- where we craft a personalised portfolio tailored to your unique financial goals. Our expert team ensures strategic decisions align with your preferences, delivering a bespoke solution that stands out in the dynamic market landscape.
Why Choose Us
At Willia Estate, we have the expertise to build a whole infrastructure for your financial portfolio at any stage of your life, and your family assets. We manage different kinds of solutions from high net worth individuals, to family offices for the elites. Tailored solutions all within one platform, through different brands. This is where you can be sure that one place can fit all your requirements.
Annual AUM exceeds $20 million, comprising of 30% Ultra High Net Worth (UHNW), 40% High Net Worth (HNW), and 30% Retail clients.
Our offshore clientele base spans across India, the United States, the United Kingdom, China, and Malaysia.
Drawing on over 12 years of experience, our asset managers possess the knowledge and expertise necessary to effectively manage your portfolio.
Latest news
What Our Clients Say
Business Manager
Cecilia Teo
“I was extremely happy with the way my case was handled and the result achieved. Throughout the process everyone at Willia Estate was professional, polite, and friendly. I could not have asked for anyone better to assist me with estate planning.”
HR Director
Jack Chen
“I was extremely happy with the way my case was handled and the result achieved. Throughout the process everyone at Willia Estate was professional, polite, and friendly. I could not have asked for anyone better to assist me with estate planning.”
Educator
Sherry Lim
“Willia Estate tailored their solutions to meet my needs and they were very personable. They took the time to understand my situation and even went beyond to help me attain my financial goals for myself and my family.”
