新加坡分行 > Singapore Home Page > Products & Services > Private Banking

Overview

Investment Portfolio Advisory

Wealth Succession Planning

Dedicated Quality Services

Group Platform

Overview

CCB Singapore started the preparation for launching private banking business since 2015, in dedication to serve High Net Worth (“HNW”) clients in Southeast Asia and China, and by bringing together its international wealth management capabilities and the top network and resources in the region.

Under the Head Office’ direction, CCB Singapore Private Banking Centre was founded on 18th April 2017. As an overseas professional wealth management platform, it aims to serve private banking clients in various aspects and stages of their wealth journey with tailored, personalized solutions. At the same time, in cooperation with CCB’s subsidiaries and local third-party financial institutions, it also provides HNW clients with exclusive service solutions such as asset management, family trusts, charitable funds, and family offices. In upholding the values of integrity and devotion, with a pioneering and innovative spirit, CCB Singapore Private Banking Centre is committed to the building of a flagship CCB private banking brand.

Investment Portfolio Advisory

CCB Singapore Private Banking Centre provides exclusive portfolio advisory services to our clients. An open product platform covering a variety of asset classes and product types is created and bespoke portfolios are formulated based on an in-depth understanding of clients’ investment needs and preferences. A professional and rigorous framework is used to track and adjust asset allocation within portfolios to ensure prudent risk management. Our team of experienced Investment Advisors and Relationship Managers offers tailored market analysis on macroeconomic, market segment trends and performance of major asset classes in periodic portfolio reviews while providing ongoing advice for clients’ wealth preservation and growth.

 

Wealth Succession Planning

CCB Singapore Private Banking Centre is committed to meet the succession planning needs of both domestic and international High-Net-Worth and Ultra- High-Net-Worth Individuals and families. Tapping on the resources of CCB Group and linking renowned international financial and non-financial service providers，we have created a comprehensive financial service platform covering a variety of financial instruments, non-financial services, legal and tax services, etc. Through a consultative service model, we provide comprehensive forward-looking planning services for the core needs of wealth protection, wealth growth, wealth distribution and wealth succession. With a thorough understanding of clients’ personal and family assets and liabilities, family dynamics, business structure, asset allocation and so on, we assist our clients in designing their customized holistic wealth succession plan.

 

Dedicated Quality Services

With the longstanding and substantive Singapore-China relations and the robust economic cooperation between the two countries, CCB Private Banking business undergoes constant and multifaceted upgrading and transformation.

On top of the continuous improvements on our core competitiveness, we also tap on the advantages of the CCB Group platform and cross-border collaboration to provide convenient and reliable quality services including business successor education, second-generation career planning, fixed asset investment, legal and tax consulting, business consulting, to our valued clients. 

Group Platform

Leveraging the resources of China Construction Bank Group (the “Group”), we will give play to the synergies in asset management, financial technology, and strategic cooperation resources to promote win-win development. We cooperate with CCB International, CCB Wealth Management, CCB Trust and other subsidiaries of the Group to effectively link between wealth management and asset management resources.

We are working towards building creative, smart channels based on the Head Office’s FinTech Strategies and technological innovation, and reshaping the ways of interaction with our private banking clients.

We are also actively exploring cooperation with Head Office level strategic partners such as BlackRock Asset Management to create synergistic value and expand the coverage of our products and services.