Firms that can advise on investments in Singapore

From the MAS Financial Institutions Directory, as published on .

For everyday investors in Singapore, advice on unit trusts and other funds comes mainly from 59 licensed financial adviser firms and 63 banks that the MAS register permits to advise on collective investment schemes (17 October 2026).

Robo-advisers and fund platforms are regulated differently (most hold a capital markets licence). If you only want a low-cost portfolio, see our robo-adviser comparison.

Licensed financial adviser firms (59)

Firms licensed for financial advice that may advise on unit trusts and funds.

Banks (63)

Banks that may advise on unit trusts and funds, typically through their wealth or priority banking teams.

  • Banco Santander, S.A. Can advise on: unit trusts and funds, OTC derivatives, exchange-traded derivatives, shares and bonds, structured deposits, foreign exchange, leveraged forex
  • Bank J. Safra Sarasin Ltd Can advise on: shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds, foreign exchange, structured deposits
    Website ↗
  • Bank Julius Baer & Co. Ltd. Can advise on: unit trusts and funds, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, structured deposits, foreign exchange
  • Bank of China Limited Can advise on: structured deposits, life insurance, foreign exchange, unit trusts and funds, OTC derivatives, shares and bonds
    Website ↗
  • Bank of Singapore Limited Can advise on: foreign exchange, structured deposits, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds
  • Banque Pictet & Cie SA Can advise on: foreign exchange, leveraged forex, OTC derivatives, exchange-traded derivatives, unit trusts and funds, shares and bonds, structured deposits, life insurance
  • Barclays Bank PLC Can advise on: OTC derivatives, leveraged forex, shares and bonds, exchange-traded derivatives, unit trusts and funds, foreign exchange, structured deposits
    Website ↗
  • Bdo Unibank, Inc. Can advise on: shares and bonds, foreign exchange, OTC derivatives, unit trusts and funds
    Website ↗
  • BNP Paribas Can advise on: structured deposits, foreign exchange, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds
    Website ↗
  • Bordier & Cie (Singapore) Ltd. Can advise on: structured deposits, foreign exchange, exchange-traded derivatives, shares and bonds, OTC derivatives, unit trusts and funds
  • Ca Indosuez (Switzerland) SA Can advise on: structured deposits, foreign exchange, OTC derivatives, leveraged forex, shares and bonds, exchange-traded derivatives, unit trusts and funds
  • Cathay United Bank Can advise on: shares and bonds, exchange-traded derivatives, OTC derivatives, foreign exchange, unit trusts and funds, structured deposits
  • China Citic Bank International Limited Can advise on: structured deposits, foreign exchange, unit trusts and funds, leveraged forex, OTC derivatives, shares and bonds
  • China Construction Bank Corporation Can advise on: unit trusts and funds, shares and bonds, leveraged forex, foreign exchange, OTC derivatives, structured deposits
  • China Merchants Bank Co., Ltd Can advise on: unit trusts and funds, foreign exchange, leveraged forex, OTC derivatives, exchange-traded derivatives, shares and bonds, life insurance, structured deposits
  • CIMB Bank Berhad Can advise on: structured deposits, life insurance, foreign exchange, unit trusts and funds, exchange-traded derivatives, shares and bonds, leveraged forex, OTC derivatives
    Website ↗
  • Citibank N.A. Can advise on: shares and bonds, exchange-traded derivatives, leveraged forex, OTC derivatives, unit trusts and funds, foreign exchange, life insurance, structured deposits
    Website ↗
  • Citibank Singapore Limited Can advise on: shares and bonds, leveraged forex, OTC derivatives, unit trusts and funds, life insurance, structured deposits
  • Citicorp Investment Bank (Singapore) Limited Can advise on: OTC derivatives, exchange-traded derivatives, shares and bonds, unit trusts and funds
  • Credit Industriel Et Commercial Can advise on: OTC derivatives, shares and bonds, unit trusts and funds, structured deposits, foreign exchange
    Website ↗
  • Ctbc Bank Co., Ltd. Can advise on: structured deposits, foreign exchange, unit trusts and funds, OTC derivatives, exchange-traded derivatives, shares and bonds
  • Daiwa Capital Markets Singapore Limited Can advise on: foreign exchange, structured deposits, unit trusts and funds, shares and bonds, exchange-traded derivatives, OTC derivatives
  • DBS Bank Ltd. Can advise on: life insurance, foreign exchange, structured deposits, leveraged forex, OTC derivatives, exchange-traded derivatives, shares and bonds, unit trusts and funds
    Website ↗
  • Deutsche Bank Aktiengesellschaft Can advise on: unit trusts and funds, leveraged forex, OTC derivatives, exchange-traded derivatives, shares and bonds, foreign exchange, structured deposits
    Website ↗
  • E.sun Commercial Bank, Ltd. Can advise on: structured deposits, life insurance, shares and bonds, exchange-traded derivatives, OTC derivatives, foreign exchange, unit trusts and funds
    Website ↗
  • EFG Bank AG Can advise on: OTC derivatives, leveraged forex, foreign exchange, shares and bonds, exchange-traded derivatives, unit trusts and funds, structured deposits
  • Emirates NBD Bank (P.j.s.c) Can advise on: shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds, foreign exchange, structured deposits
  • First Abu Dhabi Bank P.j.s.c. Can advise on: unit trusts and funds, shares and bonds, OTC derivatives, foreign exchange, structured deposits
  • HL Bank Can advise on: leveraged forex, OTC derivatives, exchange-traded derivatives, shares and bonds, unit trusts and funds, life insurance, foreign exchange, structured deposits
    Website ↗
  • HSBC Bank (Singapore) Limited Can advise on: shares and bonds, unit trusts and funds, structured deposits, life insurance
    Website ↗
  • Icici Bank Limited Can advise on: structured deposits, unit trusts and funds, shares and bonds
    Website ↗
  • Industrial and Commercial Bank of China Limited Can advise on: life insurance, unit trusts and funds, shares and bonds, OTC derivatives
    Website ↗
  • Jpmorgan Chase Bank, N.A. Can advise on: structured deposits, foreign exchange, unit trusts and funds, exchange-traded derivatives, shares and bonds, OTC derivatives
    Website ↗
  • LGT Bank (Singapore) Ltd. Can advise on: shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds, foreign exchange, structured deposits
  • Lombard Odier (Singapore) Ltd. Can advise on: foreign exchange, structured deposits, unit trusts and funds, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex
  • Macquarie Bank Limited Can advise on: foreign exchange, unit trusts and funds, leveraged forex, OTC derivatives, exchange-traded derivatives, shares and bonds
  • Malayan Banking Berhad Can advise on: structured deposits, unit trusts and funds, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, foreign exchange
    Website ↗
  • Maybank Singapore Limited Can advise on: unit trusts and funds, OTC derivatives, leveraged forex, foreign exchange, exchange-traded derivatives, shares and bonds, life insurance, structured deposits
    Website ↗
  • Morgan Stanley Bank Asia Limited Can advise on: structured deposits, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, foreign exchange, unit trusts and funds
  • Natwest Markets PLC Can advise on: structured deposits, OTC derivatives, shares and bonds, exchange-traded derivatives, unit trusts and funds
    Website ↗
  • Nomura Singapore Limited Can advise on: structured deposits, foreign exchange, unit trusts and funds, shares and bonds, exchange-traded derivatives, leveraged forex, OTC derivatives
  • Oversea-Chinese Banking Corporation Limited Can advise on: life insurance, foreign exchange, structured deposits, leveraged forex, OTC derivatives, exchange-traded derivatives, shares and bonds, unit trusts and funds
    Website ↗
  • P.T. Bank Negara Indonesia (Persero) TBK Can advise on: structured deposits, shares and bonds, unit trusts and funds, foreign exchange
    Website ↗
  • PT Bank Mandiri (Persero) TBK Can advise on: OTC derivatives, foreign exchange, shares and bonds, exchange-traded derivatives, unit trusts and funds, structured deposits
    Website ↗
  • RHB Bank Berhad Can advise on: life insurance, structured deposits, unit trusts and funds, exchange-traded derivatives, shares and bonds, OTC derivatives
  • Royal Bank of Canada Can advise on: structured deposits, foreign exchange, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds
    Website ↗
  • Schroder & Co. (Asia) Limited Can advise on: structured deposits, OTC derivatives, exchange-traded derivatives, shares and bonds, unit trusts and funds
  • Shanghai Pudong Development Bank Co., Ltd. Can advise on: structured deposits, foreign exchange, OTC derivatives, exchange-traded derivatives, shares and bonds, unit trusts and funds
    Website ↗
  • Skandinaviska Enskilda Banken Ab (Publ) Can advise on: shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds, structured deposits, foreign exchange
    Website ↗
  • Societe Generale Can advise on: foreign exchange, structured deposits, unit trusts and funds, OTC derivatives, exchange-traded derivatives, shares and bonds
    Website ↗
  • Standard Chartered Bank (Singapore) Limited Can advise on: structured deposits, foreign exchange, life insurance, unit trusts and funds, leveraged forex, OTC derivatives, exchange-traded derivatives, shares and bonds
    Website ↗
  • State Bank of India Can advise on: unit trusts and funds, life insurance
    Website ↗
  • State Street Bank and Trust Company Can advise on: foreign exchange, shares and bonds, exchange-traded derivatives, OTC derivatives, unit trusts and funds
  • Taipei Fubon Commercial Bank Co., Ltd. Can advise on: structured deposits, foreign exchange, OTC derivatives, shares and bonds, unit trusts and funds
  • Taishin International Bank Co., Ltd. Can advise on: unit trusts and funds, foreign exchange, shares and bonds
  • The Bank of East Asia Limited Can advise on: shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds, foreign exchange, structured deposits
    Website ↗
  • The Hongkong and Shanghai Banking Corporation Limited Can advise on: structured deposits, life insurance, foreign exchange, unit trusts and funds, OTC derivatives, leveraged forex, exchange-traded derivatives, shares and bonds
    Website ↗
  • The Northern Trust Company Can advise on: shares and bonds, unit trusts and funds, foreign exchange
    Website ↗
  • UBS AG Can advise on: leveraged forex, OTC derivatives, shares and bonds, exchange-traded derivatives, unit trusts and funds, structured deposits, foreign exchange, life insurance
    Website ↗
  • Union Bancaire Privee, Ubp SA Can advise on: structured deposits, foreign exchange, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, unit trusts and funds
  • United Overseas Bank Limited Can advise on: unit trusts and funds, shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, structured deposits, foreign exchange, life insurance
    Website ↗
  • VP Bank Ltd Can advise on: structured deposits, foreign exchange, leveraged forex, OTC derivatives, shares and bonds, exchange-traded derivatives, unit trusts and funds
  • Westpac Banking Corporation Can advise on: shares and bonds, exchange-traded derivatives, OTC derivatives, leveraged forex, structured deposits, foreign exchange, unit trusts and funds
    Website ↗

Another 356 capital markets firms (fund managers, private wealth managers, brokers) may also advise on funds, mostly for accredited or institutional investors. They're listed on wealthmanagement.sg.

Being listed here is not a recommendation. These are firms the MAS register says may give this kind of advice; we have no relationship with them unless we tell you so.

Before you deal with anyone, check the person you'll meet on the MAS Register of Representatives, and check the firm isn't on the MAS Investor Alert List.

Firm names link to their full register profile on wealthmanagement.sg, a sister site run by the same publisher.

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