Investment Products & Solutions
Structured Products
Enjoy downside protection and potential enhanced returns through structured products. Fully customizable according to your preferences
Yield enhancement products
- Fixed Coupon Note (FCN)
- Equity-linked Note (ELN)
- Credit-linked Note (CLN)
Participation products
- Bonus Enhanced Note (BEN)
Funds
Take advantage of diversification and professional portfolio management by reputable fund managers
Download the list of available funds here.
Mutual Funds
We offer more than hundreds of mutual funds from different fund houses. You will be sure to find a vast range of Singapore-registered authorized, recognized, and restricted mutual funds that suit your market view and risk tolerance. Funds available on our platform include:
- Money market
- Bond
- Equity
- Balanced / Multi-asset
- Commodity
- Global / Regional / Single country
- Thematic (e.g., technology, ESG, etc.)
Hedge Funds
For clients who seek to generate higher returns and have a high-risk appetite, hedge funds might be a suitable option. Hedge funds are alternative investment vehicles that use market opportunities to their advantage. The different types of available on our platform include:
- Long/short equity
- Market neutral
- Global macro
- Directional
- Relative value (arbitrage)
- Event-driven
Equities
Benefit from potential capital gains and dividend payouts
Listed global securities
We offer access to more than 20 stock exchanges globally, including Singapore, Hong Kong, the U.S., Thailand, China, Japan, Australia, Canada, and more. With just one account, you can trade in any market you prefer. Online trading services are available through our KTrader web and mobile app for the following markets:
- Singapore
- Hong Kong
- U.S.
- Thailand
Furthermore, we have a dedicated dealing team available 24/7 to offer trading assistance for all global exchanges.
Initial public offering (IPO)
Besides listed securities, we also provide access to unique IPO opportunities on our platform.
Securities borrowing and lending (SBL)
Securities borrowing and lending (SBL) involves a temporary loan of securities between the borrower and lender. The borrower borrows the shares for shorting purposes while maintaining a required level of collateral and paying any incurred fees back to the lender. Additionally, lenders will receive a lending fee. We provide an on-demand SBL facility for clients to hedge their investment portfolios.
Derivatives
Hedge or speculate at the fraction of the cost through leverage
Futures & options
We offer access to more than 35 futures exchanges across the USA, Europe, Asia, and Asia-Pacific via our electronic trading platforms and 24-hour dealer-assisted dealing and execution services. Products include agriculture, energy, metals, stock indices, currencies, interest rates, and over the counter (OTC) futures. Clients can also buy/sell call and put options through our platform.
Leveraged FX
Gain access to more than 80 currency pairings across 19 different currencies – including G7 currencies.
Insurance
Protect and grow your wealth with bespoke insurance solutions
Life insurance
We offer a wide range of insurance plans from various insurance providers in Singapore. These include plans that offer high death coverage and savings plans designed to offer stable returns over the long-term and serve as a legacy planning tool for the next generation.
Health insurance
Medical insurance coverage is highly important in safeguarding one’s finances, as it helps pay for costly hospitalization bills and medical treatments in the event of an injury or illness. We offer international healthcare plans that can take care of your medical needs not only in your home country but globally.
Fixed income
Supplement your income with regular interest coupons
Bonds
We offer various local and global bonds for investors across different bond issuers, bond types, and currencies. The types of bonds available include:
- Sovereign
- Investment grade
- High yield
- Perpetual
- Convertible
- CoCo
Private markets
Gain access to private market opportunities at lower minimums
Private equity
Private equity offers investors an ownership stake in companies that are not listed on any public stock exchanges. According to historical data, private equity has outperformed the public markets on average, and hence, can offer investors much higher potential returns than traditional securities.
Private debt
Private debt typically involves investors (not banks) giving a loan to private companies or buying and selling those loans in exchange for interest paid. Some examples of private debt are commercial paper and structured credit. Such debt offers higher potential yields than regular debt products traded publicly.
Investors can gain access to private equity and private debt products through KGISS for as low as US$5,000.
Other Services
Margin financing
Our margin facility allows clients to access up to 3.5 times their capital to finance the purchase of securities by pledging cash and/or marginable securities as collateral. Marginable products include selected shares quoted on SGX, HKSE, NYSE, NASDAQ, and SET, bonds, and mutual funds.
Custodial services
We provide custodial services for various products. Clients can transfer their existing holdings with another brokerage or bank (within or outside of Singapore) to us for custody.
Investment
Different investment opportunities exist in different market environments. At KGI Wealth Management, we aim to guide our clients toward a better investment outcome according to their financial needs and goals while navigating an uncertain and volatile market environment.
Building a strategy
Before recommending any wealth management product or solution, we want to get to know you and understand your financial needs, goals, and risk appetite.
We will then assist you in building the optimal portfolio, taking into consideration the factors above and your primary area of focus: Wealth Protection, Wealth Preservation, Wealth Accumulation, or Legacy Planning
Sound strategies begin with having the right goal in mind.
Monitoring the markets
Our experienced Wealth Management team, which comprises Product Specialists, Research Analysts, and Relationship Managers, will be with you every step of your investment journey in this increasingly complex global environment.
They will provide timely updates on the latest market developments and product performance to help you make the best-informed investment decisions.
Radar-like approaches to help you navigate and identify opportunities.
Advising on your portfolio
After conducting in-depth analyses and product comparisons, our dedicated Wealth Management team will provide you with professional advice to structure and modify your portfolios accordingly. Your investment journey will constantly be refined and adapted to market conditions to yield the best results.
Know what you own, and know why you own it.
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