Independent wealth advisors (IWAs) are gaining ground as HNWIs seek unbiased advice. This list showcases the most trusted boutique firms in Asia for 2025.
Why IWAs Are Growing
HNWIs increasingly distrust bank-affiliated advisors tied to product quotas. Independent firms focus on personalized, fee-based advice.
Top Firms by Client Trust & Transparency
- Providend (Singapore) – Pioneer in fee-only planning
- Satori Advisory (Hong Kong) – Hybrid family office services
- AAM Advisory (Singapore) – International expat clientele
- Finexis (Singapore) – Modular planning & education
- Pyrmont Wealth (HK) – Cross-border retirement focus
What Clients Value
- Transparent fee structure
- Long-term financial planning
- Cross-border tax knowledge
- No product commissions
FAQ:
Q1: Are IWAs regulated?
A: Yes, under MAS (SG) or SFC (HK), with stringent licensing and disclosure standards.
Q2: How do they differ from private banks?
A: IWAs are not tied to product sales; they act as fiduciaries for client interests.
User Comments:
“Providend helped us prepare for succession—not just investing.” — Keith H.
“Pyrmont was amazing for our US-HK tax situation.” — Vanessa L.
Editor’s Note:
In a noisy wealth world, independent voices stand out. IWAs are becoming the HNWI norm, not the exception.
Tags: independent-advisors, wealth-planning-asia, fee-only-financial, crossborder-advice