Javelin Wealth Management
Javelin Wealth Management is a Singapore-licensed, founder-owned independent wealth advisory founded in 2003, providing personalized investment, estate, and family-office planning on a transparent recurring-fee basis exclusively to Singapore accredited investors, delivered by a small senior team.
- Company typePrivate
- Founded2003
- HeadquartersSingapore, Singapore
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Javelin Wealth Management does
Javelin Wealth Management Pte. Ltd. is a Singapore-headquartered, founder-owned independent wealth management firm founded in 2003 by Stephen Davies. Operating under a Capital Markets Services licence (CMS100274-1) issued by the Monetary Authority of Singapore, the firm is authorized to provide fund management services exclusively to accredited investors as defined under the Securities and Futures Act — primarily high-net-worth individuals with personal net assets above S$2 million, income above S$300,000, or company net assets above S$10 million.
The firm delivers holistic wealth management through a small, senior team of five investment professionals (Stephen Davies, Polka Mishra, Peter Williamson, Gary Dugan, Simon Johnson) averaging over 20 years of financial services experience across equities, fixed income, macro strategy, and wealth planning. Its service offering is unified rather than modular, encompassing investment planning, portfolio management, retirement planning, estate and succession planning, and family office advisory, supported by thought-leadership content across a blog, video series, and appearances on Bloomberg, CNBC, CNA, and Money FM 89.3. The firm has no proprietary technology platform, no AI/ML capabilities, and no public API or integrations.
Javelin operates a direct, relationship-led go-to-market model targeting Singapore-based HNW clients, with client acquisition driven by referrals, personal networks, and earned media. Revenue is generated through a single, transparent recurring advisory fee agreed at engagement with no commissions, upfront charges, penalties, or kickbacks; specific fee levels are not publicly disclosed. The firm is privately held with no external funding rounds or institutional investment disclosed, and its regulatory scope restricts it from serving non-accredited or non-Singapore clients.
Javelin Wealth Management firmographics
Firmographics- Name
- Javelin Wealth Management
- Legal name
- Javelin Wealth Management Pte. Ltd.
- Website
- https://javelinwealth.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Javelin Wealth Management is a Singapore-licensed, founder-owned independent wealth advisory founded in 2003, providing personalized investment, estate, and family-office planning on a transparent recurring-fee basis exclusively to Singapore accredited investors, delivered by a small senior team.
- Ownership category
- akta.pro rank
Javelin Wealth Management industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Javelin Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices1 record
Markets served
Javelin Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Fees: The firm operates on a single, simple fee model. They charge a transparent fee agreed with clients at the outset with no additional fees, upfront charges, penalties, commissions or kickbacks. The fee is visible on monthly statements. No specific percentage or tier structure is publicly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Single transparent fee model for wealth management services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Javelin Wealth Management product offering
Product offeringCore offering
Javelin Wealth Management is a Singapore-based independent wealth management firm that delivers personalized investment advisory, portfolio management, and family office services exclusively to accredited and professional investors. The firm provides holistic wealth planning covering investment planning, retirement planning, estate planning, succession planning, and direct real estate exposure, charging clients a single transparent fee with no commissions or kickbacks.
Product overview
Javelin Wealth Management is a Singapore-based independent wealth management advisory firm offering personalized fund management and investment advisory services exclusively to accredited and professional investors. The firm operates as a single, unified advisory service (not a platform with modular products) and provides holistic wealth management encompassing investment planning, portfolio management, financial planning, family office advisory services, and legacy/succession planning. The firm is licensed by the Monetary Authority of Singapore (CMS licence CMS100274-1) and was founded in 2003, serving high-net-worth individuals through a team-based advisory model where clients receive coordinated advice from multiple specialists including macro/equities, fixed income, and wealth planning professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Advisory
Companies that use Javelin Wealth Management
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Javelin Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Javelin Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- The Global CIO OfficeminorGary Dugan, who leads Macro and Equities at Javelin, founded and previously led The Global CIO Office. Gary writes quarterly market reviews (GCIO insights) for Javelin's blog, providing macro investment perspectives. This appears to be a relationship with Gary's prior venture rather than a formal business partnership.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Javelin Wealth Management competitors and assessment
Company assessmentDirect peers
- Financial Alliance Pte Ltd: Singapore independent financial advisory firm providing wealth planning and investment advisory services. Targets a similar HNW segment with a comparable relationship-driven model.
- AZENTUS Wealth Partners: Singapore-based independent wealth advisory firm offering bespoke portfolio management and financial planning to HNW individuals and families. Competes with Javelin in the Singapore fee-only independent advisory segment.
- Raffles Family Office: Singapore multi-family office offering investment advisory, wealth planning, and succession services to ultra-high-net-worth Asian families. Overlaps with Javelin's family-office and estate planning offerings.
- Crossinvest Wealth Management: Singapore-headquartered independent wealth manager serving private clients and family offices across Asia. Operates as a fee-only advisory firm competing directly with Javelin for HNW accredited investors in Singapore.
- Providend Ltd: Singapore-headquartered fee-only wealth advisory firm serving HNW clients with conflict-free advice and transparent fees. Shares Javelin's 'client-first' philosophy and Singapore HNW focus.
Others
- The Global CIO Office: Singapore-based outsourced CIO services firm founded by Gary Dugan (Javelin's Macro & Equities lead). Provides macro insights to Javelin's blog and is a known partner/affiliated expert rather than a competitor.
Broad incumbents
- LGT Bank (Singapore): Singapore branch of Liechtenstein's largest family-owned private banking group, serving UHNW and HNW clients with discretionary and advisory portfolio management. Comparable advisory-led private banking model.
- DBS Private Bank: Singapore's largest private bank, offering investment advisory, portfolio management, and wealth planning to HNW clients regionally. A major incumbent that Javelin competes against for accredited investors.
- Bank of Singapore: Singapore-based private banking subsidiary of OCBC serving HNW and UHNW clients across Asia with full wealth management, investment, and credit solutions. Represents the bank-affiliated competitor that Javelin positions against.
Emerging players
- Endowus: Singapore-headquartered digital wealth platform offering conflict-free, fee-only advisory and access to institutional funds. Represents the digital-native threat to traditional advisory firms like Javelin.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Javelin Wealth Management social profiles
Digital presenceJavelin Wealth Management compliance and trust
Trust signalCompliance1 record
Javelin Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Javelin Wealth Management leadership team
Management profileNumber of profiles
Profiles5 records
Javelin Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Javelin Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Javelin Wealth Management
What does Javelin Wealth Management do?
Javelin Wealth Management is a Singapore-based independent wealth management firm that delivers personalized investment advisory, portfolio management, and family office services exclusively to accredited and professional investors. The firm provides holistic wealth planning covering investment planning, retirement planning, estate planning, succession planning, and direct real estate exposure, charging clients a single transparent fee with no commissions or kickbacks.
Is Javelin Wealth Management a public or private company?
Javelin Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Javelin Wealth Management founded?
Javelin Wealth Management was founded in 2003. It employs 1 to 10 people.
Where is Javelin Wealth Management based?
Javelin Wealth Management is headquartered in Singapore, Singapore, in the Asia region.
How does Javelin Wealth Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Javelin Wealth Management's main competitors?
Direct peers on record are Financial Alliance Pte Ltd, AZENTUS Wealth Partners, Raffles Family Office, Crossinvest Wealth Management and Providend Ltd. The Global CIO Office is listed as an others. Broad incumbents are LGT Bank (Singapore), DBS Private Bank and Bank of Singapore. Endowus is listed as an emerging player.
Does Javelin Wealth Management have an API?
No public API is recorded for Javelin Wealth Management.
What industry is Javelin Wealth Management in?
Javelin Wealth Management's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.