Our approach to wealth

Planning for today

Ensuring you have the liquidity and stable cash flow to meet your near term needs and lifestyle, by matching your current assets and resources against expenditure.
PRIMARY FINANCIAL NEEDS

Meeting near term spending needs

Savings for emergencies

Protection

WEALTH SOLUTIONS

Cash and cash equivalents

Fixed income instruments

Mutual Funds paying distributions

High dividend equities* and REITS*

Life Insurance

General Insurance – medical*/property/car insurance*

“The solutions marked with an asterisk (*) are not offered or advised by our Standard Chartered Securities (B) Sdn Bhd Brunei or Standard Chartered Bank Brunei Branch.”

Securing tomorrow

Having a clear view of your future needs and aspirations, and ensuring your wealth portfolio grows to meet them over your lifetime.
PRIMARY FINANCIAL NEEDS

Wealth accumulation

Hedging against inflation

Saving for an investment property

Retirement planning

Planning for children’s education

WEALTH SOLUTIONS

Growth portfolio – mutual funds, equities*,
bonds, private assets*, hedge funds*

Life insurance

Real Estate / Property*

“The solutions marked with an asterisk (*) are not offered or advised by our Standard Chartered Securities (B) Sdn Bhd Brunei or Standard Chartered Bank Brunei Branch.”

Building for forever

Focusing on a longer term view towards planning your wealth to improve the lives of family members and the generations to come.
PRIMARY FINANCIAL NEEDS

Wealth transfer

Life cover (to manage estate tax)

Unlocking the value of property assets

Orderly transition of Business interests

WEALTH SOLUTIONS

Private Equity*

Trusts*

Estate planning structures*

Growth portfolio – mutual funds, equities*

“The solutions marked with an asterisk (*) are not offered or advised by our Standard Chartered Securities (B) Sdn Bhd Brunei or Standard Chartered Bank Brunei Branch.”

The purpose of Wealth

Gain better control of your wealth through our Today, Tomorrow, Forever approach to advice.

 
People, Person, Adult

Know more about SC Wealth Select

Wealth advice made to matter

People, Person, Adult

Principles

Guiding principles to manage, grow and protect your wealth

Person, Senior Citizen, Accessories

Portfolio approach

Improve your potential of achieving wealth goals with our portfolio approach

Empowering you

Curated reads, videos and analysis on the financial markets around the world

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