Managing & protecting wealth is just the beginning of what we do.

Taking a Family Office approach, we gain a comprehensive view of your financial situation by linking seamlessly into your existing specialist networks, working alongside your accounting, legal and other consultants to give you superior outcomes across your personal and business affairs, globally.

DEEP FINANCIAL EXPERTISE

Our rigorous investing framework uses sophisticated risk profiling and asset allocation tools to ensure strategies are tailored to your individual goals.​

A RELATIONSHIP BEYOND INVESTING​

We connect clients with solutions and opportunities across our entire network, because all your financial affairs, however complex, should work together.​

PERSONALIZED SOLUTIONS

We take a private-label & discrete approach to most clients. Where we work to understand your objectives, then craft a solution that is bespoke to meet your needs.

Managing & protecting wealth is just the beginning of what we do.

We gain a comprehensive view of your financial situation by linking seamlessly into your existing specialist networks, working alongside your accounting, legal and other consultants to give you superior outcomes across your personal and business affairs, globally.

PERSPECTIVE ABOVE THE HERE AND NOW

We take a long-term, intergenerational & global, view of wealth management and preservation, ensuring your family are confidently prepared for the future.

Creating custom managed accounts & single investor funds since 2013.


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About

Pacific Liberty is a private wealth management group. We focus on providing high-end services and in-depth advice to private clients around the world. Our relationships are built on partnership, continuity and mutual trust. We actively embrace change to remain at the leading edge of a genuine growth industry – as we have done since 2013.

As the international reference in private wealth management, we manage our company for the long term and pursue a corporate strategy founded on four cornerstones:

  1. We passionately live pure private wealth management – for our clients locally and worldwide
  2. We are independent – remaining true to our heritage
  3. We give objective advice – leveraging our expertise
  4. We are entrepreneurial and innovative – setting the pace in the industry

This is built on a platform that prioritises prudent financial and risk management and aims to deliver sustainable, industry-leading growth.

Regulation

In all our activities, Pacific Liberty stays firmly on the safe side, thereby guaranteeing our clients that our business and services are legally compliant.

We use trusted partners to deliver our end to end services, including:

ARIA Fund Services for Fund Administration.

Conduit Group, Licensed Securities and Fund Managers, Pilgrim Partners Asia & First Degree Asset Management, Licensed Fund Managers.

DBS, OCBC, CIMB, HSBC, Wells Fargo, SEI, BNY Mellon, Northern Trust for Custody & Banking Services.

EXANTE and Swissquote Bank for Prime Brokerage.

 

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