Wealth Management Solution

Unlike many other service providers, BIPPO is not a subsidiary of a bank or large finance corporation. BIPPO’s independence means we can present not only the most suitable structures but also serve as family wealth guardian to oversee the performance of external asset managers and professional service providers including trust and insurance  on behalf of our clients.

BIPPO is committed to be the central communication hub of family’s wealth management service providers.

External Asset Managers

External Asset Managers  

As a private client advisor, our Group offers strategic asset allocation and a multi-manager approach, as a ‘trusted advisor’ to our loyal and key client network. Through strong collaboration with custodian banks, clients continue to obtain reassurance from larger institutions whilst receiving access to bespoke and product diversity packaged for their individual investment needs.

Partnering with custodian banks and independent investment advisers, we ensure that our clients receive access to numerous product platforms, solution experts and the research capabilities of major international private banks, to help them manage their wealth effectively.

We act in a supervisory capacity and coordinate the execution of the various mandates granted to the fund managers to help clients achieve their objectives. Sitting aside to our family clients, we provide a full range of financial and accounting support to assist clients in monitoring their portfolio movement, evaluating the asset manager performance and rebalancing the exposure when necessary. 

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Risk Management and Insurance Coverage

Risk Management and Insurance Coverage               

Advanced planning is exceedingly important to the ultra-wealthy especially as the net worth of our clients increases. We find that being able to provide sophisticated planning solutions that, when appropriate, incorporate life insurance is very important in order to address the needs and wants of our clients. Hence, life insurance forms an essential part of our Group’s solutions.

From a business owner’s perspective, shareholder or partner protection cover can prevent control of your business resting in the hands of a third party in the event of death and key man insurance (life and critical illness) can provide continuity in the event that you lose the services of a key individual through death, illness or injury. From a family protections’ perspective, the needs of inheritance tax management, retirement and education provision, private medical, income protection, life and critical illness cover will also become important at different stage of the family life cycle.   All businesses and families need to mitigate risk. Our insurance professionals can provide you with competitively priced insurance protection to cover both your corporate wealth and loved ones. 

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