ELD Asset Management Pte. Ltd.

What ELD Asset Management Pte. Ltd. does

ELD Asset Management Pte. Ltd. is a Singapore-incorporated, privately-held wealth and investment management firm that delivers advisory, portfolio construction, and research services to high-net-worth individuals, institutions, and corporate clients. Founded in 2017 (UEN 201725839Z) and headquartered at Marina One East Tower, the firm operates a single-country distribution model anchored by dedicated professional advisers who conduct in-depth consultations to build personalised investment plans. The firm explicitly positions itself as independent — unaffiliated with major banks or financial institutions — and differentiates on transparency, research-driven insights, and a "global perspective, local expertise" value proposition.

The service platform is organised into six core offerings: Risk Management (pre-investment risk assessment and due diligence), Securities & Assets (tailored portfolios typically comprising 30-50 stock holdings, fixed income, and alternative assets including pre-IPO shares), Wealth Management (financial, retirement, tax, estate, and education planning), Investment Research (market, equity, fixed income, economic, and technical analysis), Portfolio Solutions (asset allocation, rebalancing, performance reporting, tax-efficient strategies), and IPO Investments (analysis and guidance for pre-IPO and IPO participation). Underlying technology is described in general terms as research-dependent, risk-managed strategies supported by market analysis and financial modelling; no proprietary platforms, APIs, or AI/ML systems are disclosed.

ELD monetises primarily through a disclosed flat 1% transaction fee on all buy and sell securities executed through the firm, with additional advisory fee revenue streams that are not publicly detailed. Customer acquisition is driven by a content-marketing-led model, with a website blog/news section covering inflation, AI stocks, fixed income, and offshore tax topics serving as the primary top-of-funnel channel. The firm employs 101-250 staff, has no disclosed parent, no funding history, no M&A activity, no partnerships, and no regulatory actions.

Name

ELD Asset Management Pte. Ltd.

Legal name

ELD Asset Management Pte. Ltd.

Website

https://eldglobal.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

101–250 employees

Short description

ELD Asset Management is a Singapore-based, independent wealth and investment management firm founded in 2017 that serves high-net-worth individuals, institutions, and corporate clients through personalised portfolios, research-driven advisory, and a 1% securities transaction fee model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Risk management
• Pre-IPO investing

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Securities Transaction Commissions: ELD Asset Management charges commissions and fees on securities transactions at a fixed rate of 1% on all buy and sell transactions executed through the firm.
2. Advisory Services: The firm provides advisory services to clients, though specific fee structures for advisory services are not detailed in the publicly available information. Advisory services are described as non-obligatory to provide recommendations on financial products or services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

ELD Asset Management is an independent investment and wealth management firm that delivers research-driven, risk-managed advisory services to high-net-worth individuals and institutions. Its core offering comprises six services — Risk Management, Securities & Assets (diversified portfolios with 30–50 stocks plus fixed income and alternative assets including pre-IPO shares), Wealth Management, Investment Research, Portfolio Solutions, and IPO Investments — delivered through dedicated professional advisers who build personalised investment plans.

Product overview

ELD Asset Management Pte. Ltd. is an independent investment and wealth management firm that offers a unified suite of six core advisory and portfolio management services. These include Risk Management, Securities & Assets (portfolio construction with 30-50 stock holdings, fixed income, and alternative assets including pre-IPO shares), Wealth Management (financial planning, investment management, retirement, tax, and estate planning), Investment Research (market, equity, fixed income, and technical analysis), Portfolio Solutions (personalised portfolio design, asset allocation, and tax-efficient strategies), and IPO Investments (IPO analysis and investment guidance). The services are research-driven and tailored to individual client goals and risk tolerance.

Differentiator

Problem solved

Functional benefit

Products and services

• Risk Management Risk Management service that helps clients achieve their goals while managing risks through analysis, due diligence, and experience; assesses risks before committing to assets so investments align with clients' goals and risk appetite. Targeted at the firm's individual and institutional wealth management clients.
• Securities & Assets Creates unique portfolios tailored to each client's needs, typically comprising 30 to 50 stock holdings, fixed income securities, and alternative assets; also offers pre-IPO share investments in high-growth startups. Aimed at individual and institutional investors.
• Wealth Management Comprehensive wealth management covering financial planning, investment management, retirement planning, tax planning, estate planning, risk management, and education planning, tailored to individual client circumstances. For high-net-worth individuals and families.
• Investment Research Comprehensive analysis and insights for informed investment decisions, including market analysis, equity research, fixed income research, economic analysis, portfolio strategy, industry reports, and technical analysis. For individual and institutional clients.
• Portfolio Solutions Personalised portfolio design, asset allocation, investment selection, portfolio monitoring and rebalancing, risk management, performance reporting, and tax-efficient strategies to optimise investments and maximise returns. For individual and institutional clients.
• IPO Investments Comprehensive IPO investing guidance including thorough analysis of upcoming IPOs, tailored investment strategies, market insights, risk management services, and educational resources to help clients navigate IPO investing. For individual and corporate clients seeking exposure to pre-IPO and newly listed opportunities.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Regional players

• Raffles Family Office: Singapore-based multi-family office providing investment advisory, portfolio management, and wealth structuring to HNW families across Asia. Comparable to ELD in serving the HNW segment with personalised, research-led portfolio solutions from Singapore.
• Lion Global Investors: Singapore-based asset management firm managing portfolios across equities, fixed income, and multi-asset for retail and institutional clients. Comparable to ELD in offering research-driven, multi-asset portfolio management from a Singapore base.
• Maybank Asset Management Singapore: Singapore-based asset management arm of Maybank Group providing portfolio management and advisory services across ASEAN. Comparable to ELD as a regionally focused investment manager serving HNW and institutional clients from Singapore.

Broad incumbents

• Bank of Singapore: OCBC's private banking subsidiary headquartered in Singapore, serving HNW clients with discretionary portfolio management and advisory. Comparable as an established Singapore wealth manager competing for the same HNW segment ELD targets.
• DBS Private Bank: Wealth management arm of DBS Group, Singapore's largest bank, serving HNW and ultra-HNW clients with advisory, portfolio management, and structured products. Comparable to ELD as a major Singapore wealth provider competing for the same HNW client base with broader product capability.
• Pictet Wealth Management (Asia): Wealth management arm of the Swiss Pictet Group with a Singapore hub serving HNW and ultra-HNW Asian clients with discretionary and advisory mandates. Comparable to ELD as a competing wealth provider targeting HNW capital in Singapore with similar personalised advisory offerings.
• Standard Chartered Bank Singapore (Wealth): Wealth and private banking franchise of Standard Chartered in Singapore offering advisory, portfolio management, and investment solutions to HNW and affluent clients. Comparable as a large incumbent wealth provider in the same Singapore market.

Direct peers

• UOB Kay Hian: Singapore-based brokerage and wealth management group with trading, advisory, and research capabilities for individual and institutional clients. Directly comparable as a Singapore-domiciled firm offering transaction-based securities services alongside portfolio advisory.
• iFAST Financial: Singapore-based financial services platform offering wealth management, investment advisory, and securities distribution to retail and HNW clients across Asia. Comparable to ELD as a Singapore-headquartered independent wealth/advisory firm serving individual investors with diversified product access.
• Philip Securities: Singapore-headquartered securities and wealth management firm offering brokerage, advisory, and investment products to retail and HNW clients. Comparable to ELD in offering securities execution with commissions plus advisory services in the Singapore market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ELD Asset Management Pte. Ltd.