Wealth Management Solutions for the Global Community

Our "Roles" to You.....

IFA-ASIA plays several roles in the process of providing investment advice. They may be summarized with these seven roles:

  1. The Expert: You need an advisor who can provide expertise in assessing the state of your finances and developing risk-appropriate investment strategies to help you meet your goals.

  2. The Independent and Fiduciary voice:  The global financial turmoil of the past years has demonstrated the value of an independent , objective and fiduciary voice in a world full of product pushers and salespeople and do not have a fiduciary duty to their clients. Here are IFA-ASIA's five fiduciary principles.                                                                                                             
    a. Putting the client’s best interest first.
    b. Act with prudence; that is, with the skill, care, diligence and good judgment.
    c. Provide conspicuous, full and fair disclosure of all important facts.
    d. Avoiding conflicts of interest.


    Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts if any.

  3. The Listener: The emotions triggered by financial upheaval are real. IFA-ASIA will listen to your fears, seek out the issues driving those feelings and provide practical long-term answers.

  4. The Teacher: Getting you beyond the fear-and-flight phase of investing often is just a matter of teaching you about risk and return, the power of diversification, the importance of asset allocation and the virtue of discipline. With IFA-Asia's extensive investor education program, we have a unique set of tools to be your teacher.  Ask your adviser about IFA-ASIA "Knowledge Guides"

  5. The Architect: Once these lessons are understood, IFA-ASIA becomes an architect, helping you to build a long-term wealth management strategy that caters to your own risk capacity and lifetime goals.

  6. The Coach: Even when the strategy is in place, doubts and fears will inevitably arise in your mind. At this point, IFA-ASIA becomes a coach, reinforcing academic investment principles and keeping you on track.

  7. The Guardian: Beyond these roles is a long-term role as a fiduciary, a lighthouse keeper or guardian, scanning the horizon for issues that may affect you and keeping you informed.

Don't just take our word for it though, read through our TESTIMONIALS