Eightstone
Eightstone is an independent Singapore-headquartered wealth management and family office firm, with a Geneva office, managing $3bn in assets for HNW individuals, UHNW families, sportspersons and institutions via discretionary accounts and Luxembourg, Cayman and Singapore fund vehicles.
- Company typePrivate
- Founded2009
- HeadquartersSingapore, Singapore
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Eightstone does
Eightstone is an independent, privately held wealth management and family office firm founded in 2009 and headquartered in Singapore, with a second office in Geneva, Switzerland. The firm serves high-net-worth individuals, ultra-high-net-worth families, professional sportspersons, and institutional clients. It holds a Capital Markets Licence (CMS) for fund management issued by the Monetary Authority of Singapore and is permitted to apply on behalf of clients for the Singapore 13U Incentive Scheme, which grants tax exemption on qualifying fund income and capital gains.
Eightstone's core product suite comprises discretionary managed accounts and a multi-jurisdictional fund shelf spanning Luxembourg UCITS V funds (OCLANER FUNDS SICAV), Luxembourg RAIF vehicles (STRUKTURA S.A., SICAV-RAIF), Cayman SPC structures (STRUKTURA CAPITAL SPC), and Singapore private label funds, with CA Indosuez Wealth (Asset Management) acting as Management Company. The supporting family office services include wealth architecture, asset servicing, portfolio strategy, and open-architecture solutions using tier-1 custodian banks in Singapore, Switzerland and the United States, with a consolidated reporting system that aggregates multi-bank portfolios for risk monitoring, cost control and asset allocation oversight.
Eightstone generates revenue through AUM-linked management fees and performance-linked fees on client assets, supplemented by professional-services-style family office mandates and managed-services revenue from private label fund management. Remuneration is mostly performance-aligned, and the firm emphasises independence with no institutional shareholder. Distribution is sales-led, direct, and relationship-based, with the firm reporting approximately $3bn in assets under management, 25+ professionals, and consecutive WealthBriefingAsia awards from 2022 through 2025.
Eightstone firmographics
Firmographics- Name
- Eightstone
- Legal name
- Eightstone Pte Ltd
- Website
- https://eightstone.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Eightstone is an independent Singapore-headquartered wealth management and family office firm, with a Geneva office, managing $3bn in assets for HNW individuals, UHNW families, sportspersons and institutions via discretionary accounts and Luxembourg, Cayman and Singapore fund vehicles.
- Ownership category
- akta.pro rank
Eightstone industry classification
Industry- Product category
- Wealth Management and Family Office Services
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Eightstone is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices2 records
Markets served
Eightstone business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: Management fees derived from assets under management. Remuneration is mostly linked to the relative performance of clients' assets, aligning firm interests with client outcomes.
- Performance Fees: Performance-linked remuneration tied to the relative performance of client assets, creating alignment between firm and client interests.
- Family Office Services: Comprehensive family office services including wealth architecture, asset servicing, portfolio strategy services, and administrative services for international families.
- Private Label Fund Management: Management of private label funds for single investors and families within Luxembourg, Cayman and Singapore frameworks or through investment vehicles in other jurisdictions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Institutional and accredited investor services |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Eightstone product offering
Product offeringCore offering
Eightstone is an independent wealth management and family office firm that delivers discretionary portfolio management for high-net-worth individuals, families, professional sportspersons, and institutions. It constructs and actively manages diversified portfolios spanning fixed income, equities, mixed assets, alternatives, and private equity through discretionary managed accounts and a range of investment fund vehicles (Luxembourg UCITS V, Luxembourg RAIF, and Cayman SPC). It also provides comprehensive family office services including wealth architecture, asset servicing, portfolio strategy, and Singapore 13U Incentive Scheme management for clients across Asia, Europe, and the United States.
Product overview
Eightstone is a wealth management platform offering a unified suite of financial services comprising discretionary managed accounts, structured investment funds (Luxembourg UCITS V, RAIF, and Cayman SPC vehicles), private label funds, and comprehensive family office services. The core offering includes wealth architecture, asset servicing, portfolio strategy, and open architecture solutions connected through tier-1 custodian banks in Singapore, Switzerland, and the United States. The platform provides consolidated reporting for clients with multi-bank portfolios and manages Singapore's 13U incentive scheme applications.
Differentiator
Problem solved
Functional benefit
Products and services
- Discretionary Managed Accounts Direct ownership of securities held in client personal accounts, with customizable investment strategies spanning all major asset classes including alternatives and private equity. Portfolios are constructed and actively managed by Eightstone's investment team using dynamic asset allocation based on client objectives, risk tolerance, time horizon and liquidity preferences. Available to accredited and institutional investors.
- OCLANER FUNDS SICAV (Luxembourg UCITS V Funds) Open-ended investment company with variable capital structured under Luxembourg UCITS V regulations, registered with the Trade and Companies Register in Luxembourg and regulated by the CSSF. OCLANER FUNDS SICAV offers sub-funds to accredited and institutional investors and is managed by Eightstone with CA Indosuez Wealth (Asset Management) acting as Management Company.
- STRUKTURA S.A., SICAV-RAIF (RAIF Mutual Funds) Reserved Alternative Investment Fund organized as a société anonyme under Luxembourg law, qualifying as a RAIF. STRUKTURA S.A., SICAV-RAIF offers alternative investment strategies to accredited and institutional investors, with Eightstone as Investment Manager and CA Indosuez Wealth (Asset Management) as the appointed Management Company.
- STRUKTURA CAPITAL SPC (Cayman SPC Vehicles) Segregated Portfolio Company structures domiciled in the Cayman Islands providing segregated portfolio protection for investors. The Cayman SPC vehicles enable customized investment exposure with legal ring-fencing between portfolios, and are distributed to accredited and institutional investors globally except the United States.
- Private Label Funds Customized fund structures established for single investors and families within the Luxembourg, Cayman, and Singapore frameworks, or via investment vehicles in other jurisdictions. Private label funds are managed by Eightstone Oclaner and tailored to the specific investment, tax, and reporting needs of the underlying client.
- Wealth Architecture Services Comprehensive wealth planning advisory service covering wealth diagnostic, wealth structuring, financial strategy, succession planning, property acquisition, lending solutions, tax and legal issues, and international relocation. Targeted at international families with multigenerational wealth requiring coordinated planning beyond portfolio management.
- Asset Servicing Operational platform service covering bank fee negotiation, account opening, global consolidated reporting, white labelling of funds and services, and access to private equity solutions for family office clients. Delivered through Eightstone's open architecture relationships with tier-1 custodian banks.
- Portfolio Strategy Services Multi-generational wealth transmission service combining asset consolidation and risk management advisory with discretionary portfolio strategy. Designed to support families transferring wealth across generations through coordinated investment and risk oversight.
- Singapore 13U Incentive Scheme Management Application and management of Singapore's 13U tax incentive scheme on behalf of clients via Eightstone Oclaner acting as licensed fund manager. Provides eligible investors with 0% tax on fund income and capital gains for funds meeting the SGD 50 million AUM requirement, subject to MAS approval.
Quantifiable outcome
- $3 billion Assets under Management
- +2 more outcomes
Companies that use Eightstone
Customer profileSegments4 records
Ideal customer profiles4 records
Eightstone technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Eightstone partnerships and signals
Strategic signalScale indicators3 records
Recent moves7 records
Expansion highlights5 records
Eightstone competitors and assessment
Company assessmentEmerging players
- Hywin International: Asia-focused independent wealth manager with Singapore presence serving HNW families; comparable smaller-scale boutique model with cross-border Asia-China mandate flow.
- Sanctum Wealth: Singapore-based independent family office and wealth manager targeting UHNW families; similar boutique scale and independent proposition to Eightstone in the Asia EAM segment.
Direct peers
- Indosuez Wealth Management: Major Singapore-headquartered External Asset Manager serving HNW/UHNW clients across Asia and Europe; directly comparable as an EAM/family-office operator and also Eightstone's appointed Management Company for its UCITS and RAIF funds (overlapping ecosystem).
- EFG Bank: Swiss-headquartered private bank with a strong Singapore EAM/family office franchise, targeting UHNW families across jurisdictions with discretionary mandates and fund solutions — directly comparable in proposition and geography.
- LGT Bank: Family-owned private banking and wealth management group with significant Asia presence (Hong Kong, Singapore); offers discretionary portfolio management and family office services to UHNW clients, mirroring Eightstone's independent positioning.
- Pictet Group: Swiss family-owned wealth and asset manager with strong Asia-Pacific franchise, providing discretionary mandates, fund vehicles and family office services to UHNW clients — directly comparable in model and scale.
Broad incumbents
- Bank Julius Baer: Swiss wealth manager with a major Singapore and Asian EAM-style practice; broader institution than Eightstone but overlaps materially in UHNW discretionary mandates and family office coverage.
- Lombard Odier: Swiss private bank with global wealth management and family office services; comparable in serving international UHNW families and offering Luxembourg- and Cayman-domiciled fund vehicles.
- DBS Private Bank: Singapore's largest domestic private bank serving HNW and UHNW clients regionally; broader mass-affluent bank but overlaps meaningfully in Singapore-anchored family office advisory.
- UBS Wealth Management: Global wealth management leader (post-Credit Suisse integration) with substantial Asia UHNW franchise; broader institution but directly comparable in discretionary portfolio management and family office services for the same client base.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Eightstone social profiles
Digital presenceEightstone compliance and trust
Trust signalCompliance1 record
Eightstone financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eightstone leadership team
Management profileNumber of profiles
Profiles15 records
Eightstone subsidiaries and ownership
Company hierarchySubsidiaries2 records
Eightstone funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eightstone 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 Eightstone
What does Eightstone do?
Eightstone is an independent wealth management and family office firm that delivers discretionary portfolio management for high-net-worth individuals, families, professional sportspersons, and institutions. It constructs and actively manages diversified portfolios spanning fixed income, equities, mixed assets, alternatives, and private equity through discretionary managed accounts and a range of investment fund vehicles (Luxembourg UCITS V, Luxembourg RAIF, and Cayman SPC). It also provides comprehensive family office services including wealth architecture, asset servicing, portfolio strategy, and Singapore 13U Incentive Scheme management for clients across Asia, Europe, and the United States.
Is Eightstone a public or private company?
Eightstone is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Eightstone founded?
Eightstone was founded in 2009. It employs 11 to 50 people.
Where is Eightstone based?
Eightstone is headquartered in Singapore, Singapore, in the Asia region.
How does Eightstone make money?
Four revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are performance Fees, family Office Services and private Label Fund Management.
Who are Eightstone's main competitors?
Emerging players on record are Hywin International and Sanctum Wealth. Direct peers are Indosuez Wealth Management, EFG Bank, LGT Bank and Pictet Group. Broad incumbents are Bank Julius Baer, Lombard Odier, DBS Private Bank and UBS Wealth Management.
Does Eightstone have an API?
No public API is recorded for Eightstone.
What industry is Eightstone in?
Eightstone's product category is Wealth Management and Family Office Services. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAAJAF, OCIO & Multi-Asset Outsourced Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.