Key Partners
Key Partners
Pacific Trustees Berhad
Pacific Trustees Group International is a vibrant regional player in the trust industry with operations in Malaysia, Labuan and Singapore. Pacific Trustees Berhad (PTB), a member of the Pacific Trustees Group International, has over 25 years of diverse expertise in providing a broad range of institutional, private and Islamic trust services.
Go to: Pacific Trustees Website
Pisteuo Advisory Sdn Bhd
Incorporated in 2015, Pisteuo Advisory has been the leading force in providing exceptional trust service marketing platform. Their philosophy is to promote and educate financial services and estate planning to the public.
Go to: Pisteuo Advisory Website
Malaysia Will & Trust Association (MWTA)
MWTA was established on 1st February 2021 for advisors specialising in Will and Trust. They strive to work in partnership with its members and related organizations to create a more informed public on the importance of estate planning ie. Will & Trust. It is also their mission to improve the overall knowledge of estate planning across the population of Malaysia. MWTA envisions a future where every eligible adult has proper Will & Trust created to achieve peace and harmony in their family.
Go to: MWTA Facebook
Bradbury Asset Management (Hong Kong) Limited
Bradbury Asset Management (Hong Kong) Limited is an asset management company established in Hong Kong since 2012. They operate with a Type 9 (Asset Management) license granted and regulated by Hong Kong Securities and Futures Commission (SFC).
Backed by a strong and experience management team, BAMHK is able to provide dedicated professional asset management services that specialised in global equities, fixed income, multi-asset classses, alternatives, etc. This is achived through innovative proprietary risk analysis and portfolio management.
*Provident Wealth is operating strictly on referral basis where we introduce professional investors to BAMHK.
Voskos Advisory Group
Voskos is a platform of innovative and comprehensive wealth creation and preservation for premier customers and corporate clients. They also offer mergers & acquisitions (M&A) and equity fund-raising services to clients as part of total corporate finance solutions.
Go to: Voskos Facebook
MMTS
Founded by Dr Chua Meng Min on 1 November 1999 after serving the life insurance industry for 14 years, first as trainer and later promoted to head the agency department. In 1991, he joined a company dealing with seminars and publications for the life insurance and financial services industry.
The first two alphabets ‘MM’ in ‘MM Training Services’ stand for ‘Make Money’, which is the reason why many of us go to work everyday.
Before the establishment of MM Training Services, most life insurance agencies became successful by ‘trial and error’ approach. Many failed without knowing the real reason. MM Training Services uses S.E.E.D. which stands for Simple, Easy, Effective and Duplicable and has successfully turnaround many ailing agencies into top agencies in Malaysia. In 2003, under the mentorship of Dr. Chua, 70 agents from various life insurance companies qualified as members of the prestigious Million Dollar Round Table (MDRT).
Go to: MMTS Website
Messrs Kuah, Lim, Chin & Ooi (KLCO)
Messrs Kuah, Lim, Chin & Ooi (KLCO) founded since September 2016 and currently having offices and branches in Kuala Lumpur, Johor Bharu and Melaka. Their areas of practice include conveyancing, corporate law, banking and finance, civil litigation, criminal litigation construction dispute (CIPAA), intellectual property, estate matter and insurance claims.
Go to: KLCO Website
EquitiesFirst
EquitiesFirst was founded in 2002, by American entrepreneur and investor, Alexander Christy, Jr. As a pioneer of Progressive Capital, EquitiesFirst is a global enterprise with an international footprint , operating in all major financial markets. They have forged hundreds of partnerships with companies, entrepreneurs and investors, redefining the financing experience.
Go to: EquitiesFirst Website