HP Wealth Management
HP Wealth Management is an independent Singapore-based external wealth manager offering discretionary investment management, family office, investment advisory, and global virtual custody services to high net worth individuals and accredited investors since 2009.
- Company typePrivate
- Founded2009
- HeadquartersSingapore, Singapore
- Headcount11–50
- GTM typeB2C
- OfferingServices
What HP Wealth Management does
HP Wealth Management (S) Pte Ltd ("HPWM") is an independent wealth management firm founded in 2009 by Urs Brutsch and headquartered at 137 Telok Ayer St, Singapore. Operating as an External Asset Manager (EAM), HPWM provides discretionary investment management, family office services, investment advisory, and global virtual custody to high net worth individuals and families — restricted under the Singapore Securities and Futures Act to institutional and accredited investors only.
The firm operates a custodian-neutral business model in which Business Partners and clients select custodian banks independently, with HPWM providing objective, conflict-free investment advice and tailor-made portfolio management. HPWM holds a Capital Markets Services Licence for fund management and qualifies as an exempt financial advisor under paragraph 23(1)(d) of Singapore's Financial Advisers Act. Service depth spans fixed income, equities, private markets, and alternative investments, with dedicated department heads in each asset class and a separate Compliance and Risk function.
HPWM is privately held with no disclosed external investors, parent entity, or funding rounds; ownership remains concentrated with founding management. The firm runs a 29-person team and sustains client engagement through monthly Investment Committee Updates (PDF, video, podcast formats) and a semi-regular newsletter ("The Insider"), supplemented by regular contributions to industry publications such as Hubbis, WealthBriefingAsia, Citywire, and Asia Asset Management. No proprietary technology platform is publicly disclosed; internal operations have been migrated to the Wize platform.
HP Wealth Management firmographics
Firmographics- Name
- HP Wealth Management
- Legal name
- HP Wealth Management (S) Pte Ltd
- Website
- https://hpwm.sg
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- HP Wealth Management is an independent Singapore-based external wealth manager offering discretionary investment management, family office, investment advisory, and global virtual custody services to high net worth individuals and accredited investors since 2009.
- Ownership category
- akta.pro rank
HP Wealth Management industry classification
Industry- Product category
- Independent Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), High-Net-Worth (HNW) Private Banking (FSABADAB)
Keywords
Where HP Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices1 record
Markets served
HP Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Fund Management Services: HPWM holds a capital markets services licence for the provision of fund management services to eligible investors and is an exempt financial advisor pursuant to paragraph 23(1)(d) of the Financial Advisers Act. Revenue is generated through advisory and management fees from serving high net worth individuals, families, and institutional investors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Bespoke wealth management services for qualifying investors |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
HP Wealth Management product offering
Product offeringCore offering
HP Wealth Management (HPWM) is an independent Singapore-based wealth management firm founded in 2009 that provides discretionary investment management, family office services, investment advisory, and global virtual custody to high net worth individuals, families, and institutional/accredited investors. The firm operates as an External Asset Manager, with clients selecting their own custodian banks while HPWM delivers independent, conflict-free investment advice and tailor-made portfolio management.
Product overview
HP Wealth Management operates as an integrated wealth management platform offering four core services: Discretionary Investment Management (portfolio decisions made on behalf of clients), Family Office (comprehensive wealth management for high net worth families), Investment Advisory (non-discretionary guidance), and Global Virtual Custody (enabling clients to maintain accounts at their chosen custodian banks). The firm was founded in 2009 and serves high net worth individuals and families. The company has also migrated its internal operations to the Wize platform, as noted in their Insights section.
Differentiator
Problem solved
Functional benefit
Products and services
- Discretionary Investment Management Professional investment management service where HPWM makes portfolio decisions on behalf of clients according to agreed mandates, tailored to high net worth individuals and families.
- Family Office Comprehensive wealth management service tailored for high net worth families, providing integrated financial oversight and coordination across their financial affairs.
- Investment Advisory Independent investment advice and guidance provided to clients without discretionary trading authority, allowing clients to retain control over investment decisions.
- Global Virtual Custody Service that enables clients to maintain accounts and assets at custodian banks globally of their own choosing, with HPWM providing guidance and operational support.
Companies that use HP Wealth Management
Customer profileSegments1 record
Ideal customer profiles2 records
HP Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
HP Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- JAR CapitalminorJAR Capital, a separate entity from HPWM, announced acquisition of Lyra Capital Pte. Ltd. HPWM is mentioned in news context but JAR Capital is not a direct partner of HPWM.
Scale indicators2 records
Recent moves6 records
Expansion highlights3 records
HP Wealth Management competitors and assessment
Company assessmentOthers
- FundCount: Provides portfolio accounting and reporting software widely used by independent wealth managers and family offices; adjacent technology enabler for the same target segment, not a direct competitor.
- Hubbis: Asia-focused wealth management media, research, and events platform covering EAMs and family offices in Singapore; ecosystem participant rather than a competitor, but a key channel for HPWM's thought-leadership presence.
Direct peers
- Portcullon Wealth Management: Singapore-based independent external asset manager offering investment advisory and discretionary portfolio management to HNW families — closely comparable independent model and target client.
- Lotus Wealth Management Singapore: Singapore independent wealth management firm providing investment advisory and family office services to HNW clients; comparable independent business model and client segment.
- KMG Independent Wealth Management: Singapore-based independent wealth advisor providing multi-family office and discretionary investment services to HNW clients; directly comparable boutique independent model in the same geography.
- Aquilo Wealth Advisors: Boutique independent wealth management firm in Singapore offering advisory and discretionary services to UHNW families — directly comparable in size, independence, and Singapore focus.
- ARK Wealth Management: Singapore-headquartered independent EAM serving HNW and UHNW clients with discretionary mandates and family office services — a direct like-for-like independent competitor to HPWM in the Singapore market.
Broad incumbents
- DBS Private Bank: Singapore-headquartered bank's private banking arm offering wealth and investment advisory services to HNW individuals; competes for the same accredited investor pool but with vastly greater resources and product set.
- Indosuez Wealth Management (Singapore): Singapore branch of Crédit Agricole's private wealth arm serving HNW and UHNW clients with full family office and investment services; comparable offerings but at much greater scale and as part of a global banking group.
- Lombard Odier (Singapore): Swiss private bank's Singapore presence offering discretionary wealth management and family office services to UHNW clients; overlaps with HPWM's core offerings but with global scale and brand.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
HP Wealth Management social profiles
Digital presenceHP Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
HP Wealth Management leadership team
Management profileNumber of profiles
Profiles21 records
HP Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HP 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 HP Wealth Management
What does HP Wealth Management do?
HP Wealth Management (HPWM) is an independent Singapore-based wealth management firm founded in 2009 that provides discretionary investment management, family office services, investment advisory, and global virtual custody to high net worth individuals, families, and institutional/accredited investors. The firm operates as an External Asset Manager, with clients selecting their own custodian banks while HPWM delivers independent, conflict-free investment advice and tailor-made portfolio management.
When was HP Wealth Management founded?
HP Wealth Management was founded in 2009. It employs 11 to 50 people.
Where is HP Wealth Management based?
HP Wealth Management is headquartered in Singapore, Singapore, in the Asia region.
How does HP Wealth Management make money?
One revenue line is on record: fund Management Services.
Who are HP Wealth Management's main competitors?
Others on record are FundCount and Hubbis. Direct peers are Portcullon Wealth Management, Lotus Wealth Management Singapore, KMG Independent Wealth Management, Aquilo Wealth Advisors and ARK Wealth Management. Broad incumbents are DBS Private Bank, Indosuez Wealth Management (Singapore) and Lombard Odier (Singapore).
Does HP Wealth Management have an API?
No public API is recorded for HP Wealth Management.
What industry is HP Wealth Management in?
HP Wealth Management's product category is Independent Wealth Management. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52394 and its SIC code is 6282.