Our Solutions
Below is a brief introduction into our solutions. Should you need more information please reach out to us. Do note, Farrer Wealth is a registered fund management company in Singapore thus our solutions are only open to Accredited Investors (as per MAS’s definition).
Managed Solution
Our Managed Solution is a discretionary portfolio created with a bottom-up approach. We typically hold between 12-20 assets based on deep fundamental research with a target of investing over a 5 year period. The goal of the solution is to give clients access to outperforming returns without having to make individual stock decisions themselves.
Quarterly Letters:
FY2022: Q1, Q2, Q3, Q4
FY2023: Q1, Q2, Q3, Q4
FY2024: Q1, Q2, Q3. Q4
Income Solution (Pilot)
For our clients looking to generate cashflow from their investments. This discretionary portfolio invests in Singapore REITs and dividend-paying stocks (across the APAC region), with the goal of generating a high single-digit yield.