From a group of dynamic private bankers starting their own business in 2014, to a renewed company mission in 2025, one thing has not changed since day 1: drive to give clients the best the market offers their wealth, for the right reasons, at the fair cost. Here are the Ethivo services we offer our clients.
We see our role as wealth managers being that of a trusted guide, guru and partner to our clients and that is refected in the end-to-end services that we offer.
The needs of our clients change over time and their risk tolerance, goals and family dynamics are inputs to the varying services and solutions required.
Our liquid funds provide high liquidity and capital preservation with competitive yields, ideal for short-term cash management and opportunistic deployments in fixed income and money market instruments.
Collabrate with business partners providing fund of funds platform grant access to top-tier managers and strategies through diversified multi-asset allocations, delivering enhanced diversification and professional due diligence for superior risk-adjusted performance.
Our DPM service empowers clients with fully customised, actively managed portfolios, incorporating advanced quantitative models, rigorous risk controls, and continuous rebalancing to align with individual objectives and market dynamics.
Coherence with private credit business partners specialise in private credit opportunities, originating and managing senior secured loans, mezzanine debt, and distressed assets to generate attractive, uncorrelated yields with low volatility.
Bespoke investment solutions crafted to meet unique client needs, including structured products, overlay strategies, and alternative allocations, supported by proprietary analytics and scenario modeling.
Variable Capital Company (VCC) structures enable flexible fund management with umbrella compartments, tax neutrality, and robust regulatory oversight for family pooled investments.
Hong Kong Open-ended Fund Companies offer open-ended structures with daily liquidity, providing families with versatile vehicles for both private and public market exposures.
Singapore family office setups under Sections 13O and 13U deliver tax exemptions on qualifying investment income and gains, complemented by single-family office incentives for onshore wealth management.
Holistic family asset holding structures optimize governance, liquidity events, and intergenerational transfers through trusts, holding companies, and hybrid vehicles tailored to preserve legacy wealth.
In-depth understanding of your assets, liabilities, family situation, business interests and priorities.
Develop a tailored plan and refine it over time through regular reviews and adjustments.
Work with specialists in investments, tax, legal and insurance to implement plan efficiently.
Provide long-term service that helps individuals and families grow, protect, and transfer their wealth in line with their goals and values.
At Ethivo our role is to help clients find the best solutions for their needs. Using our deep experience we find the best ideas and professionals in the market. A flat and transparent fee structure means our incentives always lie in the best outcomes for our clients and not in our remuneration.
No ties to ‘sell’ certain things
No conflict of interest
We source the best opportunities
From large and niche providers
We adopt the most forward thinking technology to make our teams more informed and more productive. That means they have more time to do what matters: providing the best service to our clients.
With decades of experience working with clients of different wealth profiles, investment objectives and nationalities, we’re confident we can service your needs.
