trust us for life
About Apex
Private Wealth Management
Private Wealth Management
Your Trusted Financial Partner
About APEX
Apex Private Wealth Management is a group of advisor representatives representing PIAS that specialises in providing customised solutions for our clients. At APEX, we are committed to our client-centric philosophy. We believe that for every client, everyone deserves not just the best advice, but also the most ideal advisory experience. With the widest range of products and services, we specialise in creating the custom solutions for every individual clients. You are unique, so should your Financial Plan.
Every of our advisors has been thoroughly trained on all aspects of financial planning. Working with Apex allows you to tap onto our expertise, from investments to retirement planning. Our insistence on quality advice ensures only the best for our clients.
As well as advising our clients on wealth management strategies, Apex also conducts public and corporate educational seminars on a whole array of wealth and financial matters. We have conducted over 300 seminars and corporate talks on a yearly basis, with the aim to spread the knowledge on financial planning . Popular topics include Retirement Planning , Investment Portfolio Construction, Market Outlooks, Risk Management Strategies, Estate planning etc. You’re certainly welcomed to join us at our monthly in- house talks!
By becoming your Trusted Advisor, we aim to be your partner for life.
OUR VISION
OUR VISION
Continuously striving to be a leading and outstanding organisation in the financial industry, with caring and professional associates. To be fully committed to a high standard of ethics and professionalism and to maintain at the forefront of changes in the financial industry.
OUR MISSION
OUR MISSION
To enhance the betterment of individuals and families; to assist them in maximising both their economic and social well-being which are restricted by limited resources. This is made possible by providing them with high-valued professional advice and services in preparation for both planned and unplanned events of their life.
Our Holistic approach extends beyond financial services by our continual engagement in educational seminars, workshops, coupled with social and charitable events both with the community and abroad.
OUR PHILOSOPHY
OUR PHILOSOPHY
We believe that the existence and continual existence of the organization is only deemed meaningful provided that a set of principles that is much coherent to our mission statement is strictly adhered to. This set of principles will govern the primary operations of our agency and partners, whom we are proud to call associates.
OUR ACHIEVEMENTS
2017 ACHIEVEMENTS
2016 ACHIEVEMENTS
Congratulations to our APEX Million Dollar Round Table Qualifiers 2019
Our 2019 Denmark Convention Qualifiers
Our 2019 Denmark Convention Qualifiers
Our New Advisers
Our New Advisers
