Ferrell Financial Group is an Asia-focused financial services group dedicated to serving the investment and wealth management needs of family offices and private individuals globally. As an independent, privately held group, we form strategic partnerships with financial institutions and other relevant organisations to provide customised portfolio solutions for our clients who share our investment and wealth management philosophy.
Our wholly-owned subsidiary, Ferrell Asset Management Pte. Ltd. which started as an exempt fund manager in 2004, holds a Capital Markets Services Licence issued by the Monetary Authority of Singapore for the provision of fund management services to individuals who are accredited investors (“Accredited Investors”) as defined in Section 4A(1)(a)(i) of the Securities and Futures Act (Chapter 289) of Singapore.
We are a privately held, fee based group, working solely on behalf of our clients.
We are strong advocates of an open architecture platform, working with strategic partners to deliver only the best solution to our clients.
We maintain strict levels of confidentiality, privacy & security for every relationship through significant and ongoing investments into technology.
No two clients’ needs are the same, wealth almost always come with a host of complexities.
At Ferrell, we invest time to listen to each and every client to understand their specific objectives and goals and to tailor each solution to meet the intricacies of their financial requirements.
We support an investment discipline that considers environmental, social and corporate governance to generate both long-term competitive financial returns and positive societal impact.
We create tailored strategies based on an in-depth understanding of your goals and objectives, implement carefully detailed plans, provide ongoing risk management and timely reviews with you.