Cross-Border Financial Planning
Core Service Positioning
Core Services
We will gain a thorough understanding of your investment needs, capital size, and risk tolerance, and, in light of the characteristics of the Singapore investment market, provide you with objective cross-border investment advice, clarify the direction of capital allocation, and answer all your questions about cross-border investment (such as capital inflow, investment thresholds, policy requirements, etc.).
As a Senior Sales Director at Manulife Financial, I leverage my extensive industry resources to build a bridge between you and reputable local banks in Singapore, providing full assistance throughout the entire bank account opening process.
After your bank account is opened, based on the initial assessment of your needs, we will assist you in allocating your funds appropriately to Singapore and collaborate with you on investment matters.
Cross-border investment is not a one-time service. We will provide long-term follow-up services to ensure your cross-border investment is worry-free throughout the entire process.
Our role goes beyond advisory — we provide end-to-end execution support to help clients navigate the complexities of moving funds across jurisdictions.
Our services include:
For clients with business needs, we also provide access to a trusted network of professionals, including:
This allows clients to establish both their personal and business financial structures in Singapore with ease.
By combining financial structuring with strong professional networks, we help clients:
Why choose Elvin Chee for cross-border financial planning services?
Resource Advantages : Deep cooperation with reputable local banks in Singapore, enabling rapid assistance in opening bank accounts and saving clients time and costs.
Client-Centric Approach : One-on-one service throughout the entire process, tailoring solutions to client needs, avoiding product pushes, and providing only objective and professional advice.
Full Support : From initial consultation and account opening to investment implementation and follow-up, we provide full support, resolving all challenges clients face in cross-border investment.
Integrity Guarantee : Upholding core values of integrity, ensuring fund security and information confidentiality, allowing clients to invest with confidence and manage their finances with peace of mind.
