Secure Asset Management

What Secure Asset Management does

Secure Asset Management is a private financial advisory firm headquartered in Jakarta, Indonesia that provides personalised wealth management and financial planning services primarily to high-net-worth individuals (HNWIs) and expatriate clients across Southeast Asia, India, Dubai, and Africa. Founded in 2012 and operating from offices in Jakarta (Asia headquarters, PT. Secure Asset International), Victoria in Seychelles (Africa headquarters, Secure Asset Management Limited), and a compliance office in Nicosia, Cyprus, the firm delivers advice through qualified financial consultants targeting complex cross-border planning needs including retirement, education funding, family protection, offshore structuring, and tax-efficient wealth accumulation.

The firm's offering comprises ten financial planning service categories (family protection, private medical insurance, mortgages, education planning, wills, savings, retirement, offshore companies, investments, and trusts) anchored by the Quantum offshore savings product, which operates within a Mauritian Regulated Protected Cell Company Structure with Belvedere Management providing independent FSC-regulated fund administration and Ernst & Young conducting annual audits. Technology is centred on a web-based platform with a 24/7 Secure Online Valuation System providing clients continuous portfolio visibility; the platform integrates with third-party product provider systems from Generali-Guernsey, Hansard International, Skandia International, RL360, and Royal London International through direct links to their client portals.

Secure Asset Management earns revenue through two streams: (1) fees for personalised financial planning and advice on products selected from its curated provider panel, and (2) recurring fees for the Active Wealth Management Service that delivers ongoing portfolio monitoring with reporting frequencies ranging from monthly to annual. Distribution is sales-led via hired Financial Consultants assigned to clients on a portfolio basis, with a self-serve online portal serving existing clients. The firm is actively recruiting consultants in Jakarta and has signalled regional expansion into Ho Chi Minh City, Vietnam.

Name

Secure Asset Management

Legal name

Secure Asset Management

Website

https://secure-am.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Secure Asset Management is a Jakarta-based private financial advisory firm serving high-net-worth individuals and expatriates across Southeast Asia, India, Dubai, and Africa with wealth management, retirement, education, and offshore structuring advice, distributing partner products including Generali, Hansard, and Skandia.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Safekeeping for Private Assets & Alternatives (Private Equity, Real Assets, OTC) (FSAFAHAI)

akta.pro secondary industry

Custody Trust & Safekeeping Services (FSAAANAD)

Keywords

• Wealth management services
• Financial planning advisory
• Offshore investment advisory
• Retirement planning services
• Expatriate financial advisory

Headquarters

HQ city

Jakarta

HQ country

Indonesia

HQ region

Asia

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory and Planning Fees: The company earns fees for providing personalized financial planning and wealth management advice to clients. Advisers make recommendations based on client circumstances, selecting products that suit individual needs from the company's panel of product providers.
2. Active Wealth Management Service Fees: Ongoing portfolio management and monitoring service charged to clients, with reports sent at varying frequencies (monthly, quarterly, half-yearly, or annually) based on client preference.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Secure Asset Management provides personalised financial planning and wealth management advisory services for high-net-worth individuals and expatriates across South East Asia, India, and Dubai. The firm distributes offshore savings, investment, pension, and insurance products from a curated panel of international providers, supported by continuous portfolio monitoring and an online valuation system.

Product overview

Secure Asset Management is a financial advisory firm providing personalized wealth management and financial planning solutions. The core product offering centers on the Quantum offshore savings and investment product, complemented by a comprehensive suite of advisory services including family protection (life assurance, critical illness, permanent health insurance), private medical insurance, mortgages and property advisory, education planning, retirement planning (including overseas pension transfers), savings schemes, offshore companies, trusts, and investment management. The company offers an Active Wealth Management Service for ongoing portfolio monitoring and a 24/7 Secure Online Valuation System for client access. Services are delivered through qualified financial advisers with operations across South East Asia, India, and Dubai.

Differentiator

Problem solved

Functional benefit

Products and services

• Quantum Offshore savings product distributed through the firm's curated international provider panel, designed for HNWIs and expatriates seeking diversified savings solutions outside their home jurisdiction.
• Private Medical Insurance Advisory Advisory service for sourcing private medical insurance for individuals and families, particularly expatriates requiring international health coverage.
• Family Protection Life and family protection insurance advisory, structuring cover for dependents and beneficiaries as part of broader financial planning.
• Mortgages and Property Advisory Advisory service for international clients seeking mortgages and property-related financing solutions across multiple jurisdictions.
• Education Planning Specialist advisory for funding international education, structured around offshore savings and investment wrappers for expatriate families.
• Wills Will drafting and estate planning service for international clients with multi-jurisdictional asset bases.
• Savings Offshore savings advisory service, sourcing and structuring savings plans from the firm's international provider panel.
• Retirement Planning Retirement planning advisory service tailored to expatriates and international retirees, including offshore pension structuring.
• Offshore Companies Advisory and structuring service for offshore company formation, used as part of broader wealth structuring for HNWIs and corporate clients.
• Trusts Trust structuring and advisory service for international families, supporting estate and succession planning across jurisdictions.
• Investments Offshore investment advisory, sourcing and structuring discretionary and advisory mandates from the firm's international provider panel.
• Active Wealth Management Service Subscription-style ongoing wealth management service providing continuous portfolio monitoring, rebalancing, and reporting for HNWIs and expatriates.
• 24/7 Secure Online Valuation System Web-based client portal providing 24/7 access to portfolio valuations across savings, investment, pension, and insurance holdings held with the firm's product providers.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Generali Group (Guernsey)coreChannel Partner/ Reseller/ DistributorSecure Asset Management offers Generali's suite of international life and investment products including Generali Vision, Generali Portfolio, and Generali Choice. These products are presented through the company's website with downloadable brochures and application forms. Generali provides the underlying insurance and investment wrapper products while Secure Asset Management distributes and advises on them to its client base.
• Hansard InternationalcoreChannel Partner/ Reseller/ DistributorHansard International products including Capital Builder, Vantage, and Universal Protection Plans (UPP) are offered through Secure Asset Management. The company provides downloadable brochures, product profiles, and application forms for Hansard products on its website. Hansard's Regulated Protected Cell Company structure and investment funds are recommended to clients seeking flexible offshore savings and investment solutions.
• Skandia InternationalcoreChannel Partner/ Reseller/ DistributorSecure Asset Management offers Skandia's international wrapper products including Investment Bond (EIB), Regular Investment Bond (RIB), Capital Redemption Bond (CRB), Corporate Bond Wrapper (CIB), External Wrapped Account (EWA), and Managed Savings Account (MSA). The company's website links to Skandia's online client portals for valuations and administration.
• RL360 (Royal London 360)minorChannel Partner/ Reseller/ DistributorRL360's Quantum Fund and savings products are referenced on the Secure Asset Management website. The Quantum Fund operates within a Mauritian Regulated Protected Cell Company Structure offering managed exposure to physical commodities and alternative investments. Secure Asset Management provides downloadable literature and links to RL360's online client portal.
• Royal London International (PIMS)minorChannel Partner/ Reseller/ DistributorRoyal London's Personal Investment Management Service (PIMS) is offered through the company's retirement planning section. The company provides downloadable brochures and product feature documentation for Royal London's offshore investment products.
• General Financial Service Providers (Linked Resources)minorOthersThe company's financial resources page links to a broad ecosystem of financial institutions including British Expats, Financial Times, Portfolio International, Standard Bank, HSBC, Lloyds TSB Offshore, Barclays Offshore, Forsyth Funds, Newton, Fidelity Investments, Schroders, and others. These appear to be informational partner links rather than formal commercial partnerships.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• The Fry Group: International financial advisory firm headquartered in the UK with a strong expatriate client base across Europe and Asia, offering wealth management, pensions, and tax planning — directly comparable in cross-border advisory and HNWI focus.
• Blevins Franks: Long-established expat financial adviser with offices across Southern Europe and Asia, providing wealth management, tax-efficient investing, and pension transfer advice to internationally mobile clients — directly comparable business model and client persona.
• Holborn Assets: Hong Kong-based international financial advisory firm serving expatriates across Asia with wealth management, retirement, and offshore structuring services — a regional peer with overlapping customer base and product suite.
• AES International: UK-headquartered expat-focused IFA providing fee-based financial planning, investment advice, and pension transfer services to internationally mobile clients — closely matching SAM's product mix and HNWI/expat target.
• Titan Wealth International: International arm of Titan Wealth providing financial advisory and wealth management to expatriates and global citizens, including pension transfers and offshore investment — closely matches SAM's expat advisory proposition.
• deVere Group: Large independent financial advisory firm specializing in wealth management and financial planning for expatriates and HNWIs globally, including Asia-Pacific. Directly comparable in target customer, multi-jurisdictional offering, and offshore structuring expertise.
• Spectrum IFA Group: Asia-focused independent financial advisory firm serving expatriates in Hong Kong, Singapore, and across SE Asia with investment, retirement, and offshore structuring services — regional peer targeting the same expatriate and HNWI segments.
• Acuma Wealth: Singapore-based wealth manager providing financial planning and investment advisory to expatriate and international clients across SE Asia — comparable in client profile, advisory model, and offshore product focus.

Broad incumbents

• Friends Provident International: Established offshore life and investment provider (now part of Aviva) whose products (similar wrappers to those SAM distributes) compete for the same end-client — comparable as a broader incumbent in the same expat wealth ecosystem.

Emerging players

• Frydos (True Potential): Digital wealth platform targeting UK and international retail investors with low-cost portfolio management — represents the digital advisory competitive threat to traditional IFAs like SAM in the expat/HNWI segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/secuream

Revenue estimate

Valuation estimate

Number of profiles

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 Secure Asset Management