Wealth Management

Tailored Strategies. Global Perspective. Generational Impact.

At Buckingham Capital, wealth management is more than just investment advice — it’s a long-term partnership built on trust, transparency, and performance. Our bespoke solutions are designed to preserve, grow, and transition wealth across generations, while adapting to your evolving financial goals.

We serve a global client base from our offices in Singapore and New York, offering the personalized service of a boutique firm with the strength and structure of an institutional platform.

Our Wealth Management Philosophy

We believe successful wealth management is rooted in:

Personalization

Your goals, values, and lifestyle drive every decision we make.

Risk Management

We prioritize capital preservation through disciplined strategy.

Global Diversification

Access to world-class investment opportunities across asset classes and markets.

Long-Term Perspective

We help clients plan not just for today, but for future generations.

Our Core Wealth Management Services

Portfolio Management

Bespoke investment strategies built around your financial goals, risk tolerance, and market outlook.

  • Discretionary and advisory mandates
  • Ongoing performance reviews and real-time reporting
  • ESG and socially responsible investing
  • Equity, fixed income, alternatives, and thematic strategies

Financial Planning

A comprehensive approach to managing your wealth through life’s stages and milestones.

  • Retirement and lifestyle planning
  • Contingency and insurance planning
  • Liquidity event strategies (e.g., IPOs, business exits)
  • Education and healthcare funding

Estate & Legacy Planning

Preserve your legacy and ensure a smooth, tax-efficient transition of wealth.

  • Trust and estate structuring
  • Philanthropy and charitable giving frameworks
  • Intergenerational wealth transfer strategies
  • Family office advisory and governance

Tax Optimization & Structuring

Strategic advice on optimizing returns through effective tax planning, in partnership with your legal and accounting teams.

  • Multi-jurisdictional tax planning
  • Wealth repatriation strategies
  • Offshore structures and residency considerations

Who We Serve

  • High-net-worth individuals & families
  • International professionals with cross-border needs
  • Family offices
  • Entrepreneurs & business owners

Whether you’re preserving capital, preparing for succession, or seeking new opportunities, our advisors offer discretion, experience, and insight every step of the way.

Why Buckingham Capital?