An exclusive evening to explore next-level wealth strategies for the accredited class
You missed out!
Join us for an exclusive evening designed specifically for accredited investors seeking to elevate their wealth strategies through access to priority insights.
This curated session will unveil income-generating opportunities and advanced investment ideas tailored to help you build resilient, forward-looking portfolios in today’s complex market environment.
Seats are strictly limited to qualified investors. Gain exclusive access to fresh perspectives and opportunities, connect with a select circle of like-minded peers, and explore strategies designed for the next level of wealth.
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Event Details
Date: 6 Nov 2025
Time: 6:30pm to 9pm
Venue: Mandarin Oriental
Why You Should Attend:
Why You Should Attend:
This exclusive evening goes beyond market commentary — it’s designed to give you priority access to income-generating opportunities, advanced portfolio strategies, and fresh perspectives tailored for accredited investors. You’ll also have the chance to connect with a select circle of like-minded peers, making this not just an event, but an opportunity to elevate your wealth journey.
How Do Sophisticated Investors Invest Differently from Retail Investors?
1. Access to Opportunities
Accredited investors can tap into exclusive products like private equity, hedge funds, and structured solutions, while retail investors are mostly limited to public markets like stocks and ETFs.
2. Risk Management
Accredited investors focus on predictable, risk-adjusted strategies; retail investors often react emotionally to market swings.
3. Professional Management
Accredited investors work with experienced professionals to structure and manage their portfolios, while retail investors often self-manage and risk over-concentration.
Who is Qualified?
This event is exclusively for accredited investors, You need to fulfil one of the following criteria:
- Your net personal assets > S$2 million; or
- Your financial assets (cash & investment) > S$1 million; or
- Your income > $300,000
To secure your seat, please confirm your eligibility by submitting the declaration form below.
About the Organiser
Ivan Guan is a private wealth adviser specializing in helping clients plan for a confident and fulfilling retirement. With years of experience in investment management, he guides sophisticated investors in building portfolios that generate consistent income while capturing long-term growth opportunities.
As the founder of SGMoneyMatters.com, Ivan shares insights on retirement planning, wealth creation, and strategic investing. He also runs the Fire Retirement Membership (FRM), providing exclusive market perspectives and investment strategies to a select group of investors.
Ivan’s approach is practical, evidence-based, and tailored to each client, helping them navigate complex financial markets with confidence.