Breakthrough in the HNW Space

CHARIOT TAN

Growing your business,
is our business

Singapore houses 60%
of Asia’s family offices

– The Strait Times, 2024

Some 9% of the World’s Family Offices are located in Asia, with 59% of these in Singapore

– Global F.O. Compensation Benchmark Report ’23

Growing your business,
is our business

“ Singapore is Ranked 1ˢᵗ among 23 countries as the top destination for HNW individuals considering relocation ”

— HSBC Feb 2025

“ To advise the HNW market effectively, we must offer best-in-class financial solutions that align with each client’s goals. They expect independent advice, free from the limitations of any single institution’s product shelf.

To deliver resilient, high-performing, and cost-effective strategies, we need the freedom to tap into diverse marketplaces and select what truly serves their needs. ”

— Chariot Tan

Growing your business,
is our business

Platform of Opportunities

Access over hundreds of innovative solutions that build trust and drive results.

Products Capture Markets

If you’re only working with a limited shelf, you’re leaving most of the opportunity untouched.

Don’t be held back by product constraints, work with a platform that’s built for scale and compete at the level your clients deserve.

Learn, Grow and Achieve

With open-market flexibility, you’re free to design solutions around your client. Open access means you choose what’s best, and that’s how trusted advisors like you stay ahead.

Provide the Best Value

By accessing hundreds of innovative solutions, you help your clients protect more, for less.

73%

Of Clients Prefer Conflict-Free Advice.

Imagine winning the hearts of seven out of ten clients in today’s market, simply by delivering conflict-free advice.

Growing your business,
is our business

Learn From The 1%

From hospitality to defence and beyond, our advice comes from proven strategies we’ve implemented in our own enterprises and families.

Ready to elevate

your practice into the HNW space?

Growing your business,
is our business

Our Clients Say It Best

Ashrael Koh

I have met Chariot during my tenure as a Manulife corporate staff and has engaged his service to handle my personal investment portfolio (That spells a lot given I could have chosen a staff discount instead). Chariot is a seasoned financial adviser and has a reliable and effective manner of handling investment portfolios and keeping his clients updated without intrusion. He is up to date on the evolving market trends and is active on protecting his client investment interest. I have recommended his service to some of my close acquaintances and will not hesitate to continue to do so in the future.

Sharon Teo

I am impressed with Chariot's passion to share his expertise and how he cares for his policyholders. He has gone the extra mile to give me advice on another policy of mine which had not been purchased under his name and provides me with frequent updates on how my investments are doing. Most importantly, Chariot is able to explain the details thoroughly to a layperson and answer all questions I have. I felt like he has given me great insight in my investments and I am always excited to review my progress with this knowledge. As of today, I have referred two of my friends to take up investments with Chariot and would not hesitate to do so when the opportunity rises again!

Daphne Cheong

As a client of Chariot's for almost five years, Chariot has consistently provided an excellent level of professionalism and service. Throughout our interactions, it is evident that he highly prioritises my insurance needs and convenience as a client, and strives to ensure that the recommended or purchased policies do meet my needs. He is prompt in getting back with information that I requested for or answering to my queries and his after-sale service is remarkable and reliable. I highly recommend Chariot.

Sameer

For Career Starters and Switchers | Finance Professionals | Clients

Keppel South Central

10 Hoe Chiang Road #03-06 Singapore 089315