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CONNECT

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CONNECT

0.20% to 1.25%
PRICING
$1,500
MINIMUM INVESTMENT
Web and Mobile App
PLATFORMS

    CONNECT

    0.20% to 1.25%
    PRICING
    $1,500
    MINIMUM INVESTMENT
    Web and Mobile App
    PLATFORMS

Details

Best Robo-Advisor Review 2020:
Is CONNECT the Robo-Advisor For You?

CONNECT is a premium wealth management experience that combines the speed and simplicity of an automated service, on-demand access to an overlay of human investment expertise and customised low-cost investments.

CONNECT portfolios are designed to achieve optimal returns at every level of risk.

They use Actively Managed Certificates as the investment vehicle for your portfolios. Banque Julius Baer, one of Switzerland’s most revered private banks, provides and issues the certificates.

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About CONNECT by Crossbridge

Crossbridge Capital Group currently advises on over US $4.5 billion of client assets.

The group was established in 2008 and currently has offices in London, Singapore, Monaco and Malta.

The Singapore office is regulated by the Monetary Authority of Singapore (MAS).

Two established banks are minority shareholders of the group.

CONNECT will not hold your assets. Once you are signed up as a client, the company will create an account for you on the CONNECT platform and your assets will be custodied with BNY Mellon’s Pershing LLC.

Additionally, all of CONNECT's investment advice is supported by leading independent research firm, Morningstar, as well as Crossbridge Capital’s in-house team of investment advisers.

Benefits of CONNECT

  • Define: CONNECT defines the initial asset allocation from a selection of 12 global asset classes, taking the risk profile into consideration. Selecting the underlying securities for optimal returns.
  • Select: Connect selects the underlying securities for optimal returns and will be free to include all types of investments, whatever is appropriate for your goal and risk profile, including individual securities.
  • Rebalance: CONNECT will rebalance your portfolios periodically to maintain the portfolio and help protect the investments from changes in global economic conditions.

Fees and Charges for CONNECT

  • CONNECT has a minimum balance of $1,500.
  • CONNECT charges a management fee ranging from 0.2% to 1.25%.

Eligibility: Who Can Apply for CONNECT?

CONNECT is open to Accredited Investors

(If you are at least 18 years of age and an Accredited Investor according to Singapore regulations, you may be eligible to become a client of CONNECT. See the Account Opening FAQs for further guidance on residency requirements. In Singapore, an Accredited Investor has: (a) net personal assets exceeding SG$ 2 million (or equivalent in foreign currency) whereby the net value of his/her primary residence is taken into account for no more than SG$ 1 million, or (b) an income in the preceding 12 months of not less than SG$ 300,000 (or equivalent in foreign currency), as defined in Section 4A(1)(a) of the Securities and Futures Act (SFA), Chapter 289, or (c) financial assets (net of any related liabilities) exceeding SG$ 1 million, where “financial asset” means a deposit, an investment product or any other assets.)

Operations

Capital Markets Services License (Crossbridge Capital Asia Pte. Ltd.)

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