Why have many of the most respected corporations, wealth managers, family offices and financial advisers chosen to work with 888 Advisory Associates? Headquartered in Singapore with partners across Asia Pacific and Europe, the organization has a Sustainable Finance & Impact Investing Practice, Family Office Practice and Human Capital Practice.
From the leadership team to subject matter experts, our mission is to serve large organizations, family offices, and private clients to grow financial capital, human capital, and social capital. Serving our clients where, how, and when they need us, we are confidantes, counsellors, and advisers, dedicated to delivering a bespoke service that reflects the uniqueness of each client.
Founded with a commitment to the timeless values of Banque Privée which includes the client always come first, delivering high-quality work, building long-term relationships, nurturing our most precious commodity - trust and acting with responsibility to all the societies we operate in.
The Family Office practice brings expertise in single and multi-family office governance including, how to structure and cost effectively manage single, or multi-family offices. Assuring successful wealth transfer through the creation of bespoke family and business succession planning alongside ‘family management’ best practices through family assembles, family events and next generation education.
The Sustainable Finance and Impact Investing practice specialises in sourcing, and screening direct investment opportunities that align with the philanthropic interests of clients to ensure sustained impact for those charitable causes chosen. Having advised the Bill and Melinda Gates Foundation, Clinton Foundation, and Compagnie Benjamin de Rothschild, the practice delivers actionable advice on deal structuring, the management of investments, appropriate risk controls, governance structures and reporting.
The Human Capital practice comprises expert lecturers who work with global institutions including New York University, the University of Oxford, Said Business school and St. Gallen, Switzerland. Areas of expertise include supporting organizational change, deepening employee advocacy, developing leadership capabilities and best practice for leadership transitions. The team’s financial industry expertise includes preparing the next generation and the development of ‘holistic’ client-advisory skills.
Customized Family Governance & Constitutions
Family & Business Succession Planning
Sustainable Finance & Impact Investing
Next Generation Leadership
Executive & Leadership Development
Fund Structures & Impact Investing
Bespoke Wealth & Financial Advisory
Human Capital & Organizational Change
Constantly curious and driven by the desire to always make things better through a commitment to service excellence. Therefore, we do not believe in standard solutions or skipping where the fence is lowest.
Services & Expertise we provide
Our Expertise
Client journeys remain far from what they could be. Most are designed to deliver a uniform experience. In the future, the successful adviser will be different. They will deliver client experiences customised to the clients’ backgrounds, personal styles and preferences. Through the application of neuroscience and natural language preferences, aligned to the regulatory advisory process, we help clients take their already successful advisers to new levels of achievement and client satisfaction.
Our Expertise
Sustainable finance and impact investing represents a unique opportunity to enhance returns and simultaneously have positive societal impact.
The successful investor needs to partners with national or local government, sovereign wealth funds, family offices, and development finance institutions. To partner with and assure sustainable relationships the investor needs to understand the ‘capital stack’, suitable financial instruments and appropriate derisking tools. We help clients develop bespoke strategic asset allocation and risk management frameworks that reflects each family’s impact investing objectives.
Our Expertise
Often, the Next Generation is served as a homogeneous group. Viewed through the prism of age and, or AUM. As such services are often uniform across the clients' advisers and wealth managers. For the Next Gen, personal goals matter and vary widely. They include assuming the role of family CIO, becoming a self-directed philanthropist, managing the family business, or becoming an entrepreneur. With this backdrop, a single uniform approach isn’t enough. Partnering with clients we help better segment and bring to bear full organisational capabilities; surface existing external relationships to deliver new services and convert the Next Generation into advocates and clients.
Our Expertise
Family-owned companies grow over many years and as such, their needs become more complex. Key succession questions include: is it appropriate to transfer leadership within the family? What should the company's future look like? Should a solution outside the family be a consideration? Crucial factors for successful succession include not only business leadership but also family emotional support. We assist the family with end-to-end succession planning, candidate selection, and maintenance of family harmony to ensure a seamless transition to the next generation of leaders.
Our Expertise
Family values and purpose establish the principles family members live by. They lie at the heart of the family’s history and provide cross-generational and family cohesion. When missing the result can be a siloed approach to wealth preservation and management, undoing many years of hard work. With a methodology that ensures universal adoption, we help families craft their purpose and values and define what these mean to each family member.
Our Expertise
Where to begin when developing a family strategy is difficult. Who has the professional skills appropriate to good governance and can also manage the family process?
Applying the rule of three ensures ownership, adoption, and a lived framework that preserves family wealth. The first step is ‘fair process’. Developing the governance has to be managed in an open-minded and independent manner. Secondly, time. The process should not be limited to a specified duration. It takes each family as long as necessary to achieve excellence results together. Thirdly communication. The results should be recorded, shared with the family and key advisers, and has implemented through family assemblies, boards, and the appointments process. With expertise in corporate governance, wealth management and facilitation, we partner with clients on this journey, helping them to design and implement change and the ongoing communication necessary to improve the chances of survival.Clients we work with
Banking & Financial Institutions
From client advisory, to leadership capabilities and on to digital adoption, we help our clients to navigate the here and now and see how best they can secure future success.
Private Banks & Wealth Managers
The next generation of clients, advisers and leaders are the collective future. Helping our clients develop and serve these groups today ensures ongoing prosperity for all.
Single and Multi-Family Offices
From people leadership to corporate structure and management practices, we partner to help clients grow their operating model, leadership bench and client capabilities.
Financial Advisory Firms
We partner with boutique advisers and help identify and develop their unique value propositions in such a way as to be better placed to defend and grow their client and people franchise.
Banking & Financial Institutions
Global as well as Regional Wholesale, Commercial & Investment banks. Insurers and re-insurers with a footprint in Asia.
Private Banks & Wealth Managers
Global and regional private banks, including pure-play wealth management and integrated private banking.
Single & Multi-Family Offices
European Family offices with an Asia presence, and Asian single and multi-family offices.
Financial Advisory Firms
Boutique financial advisers, with an onshore business providing holistic financial planning services.Our professional associations
