Who we are

A Trusted Partner Committed to Your Financial Success

$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
values

We Operate with Unwavering Honesty & Integrity

We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth.

Fiduciary

A commitment to acting in your best interest for long-term financial wellbeing.

Integrated

Comprehensive wealth services, tailored solutions, and exclusive alternative investments.

Highly Personalized

A customized approach driven by proactive ideas and strategic problem-solving.

Experienced

A highly dedicated team, supported by our extensive network of trusted professionals,

our history

Here's How We Got Started

1995

The Begining

Founder returned from Hong Kong and started helping Singapore manufacturers restructure USD loans during the yuan devaluation.
1997

Asian Financial Crisis

Pivoted to under-valued SGX tech counters; delivered positive returns while STI fell 56 %.

2003

Incorporated as Kubinix Pte. Ltd.

Evolved into a family-office style investment holding arm for entrepreneurs we had previously financed.

2020

MAS-licensed adviser

Opened our advisory subsidiary to offer the same institutional-grade strategies to private clients.

Why us

We Always Put Your Interests First

Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.

“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”

John Smith
John Smith

2024 Diversity, Equity, and Inclusion Report