PrestigePath Wealth

PrestigePath Wealth is a leading wealth management firm based in Singapore, specializing in providing high-net-worth individuals and family offices with bespoke financial advisory, portfolio management, and estate planning services. Established in 2019 by veteran wealth advisor Rachel Lim, the firm focuses on delivering personalized wealth solutions that include diversified investments, tax-efficient strategies, and legacy planning. PrestigePath Wealth is recognized for its client-centered approach, offering long-term financial solutions designed to preserve and grow wealth across generations.

The firm offers a broad range of services, including investment advisory, private banking coordination, real estate investment consulting, and philanthropic advisory. One of PrestigePath Wealth’ key successes was helping a family business restructure its global investment portfolio, resulting in significant growth in returns while mitigating tax liabilities. The firm also provides customized investment strategies that cater to individual risk preferences and financial goals.

PrestigePath Wealth operates with values of trust, excellence, and discretion. In 2023, the firm reported assets under management (AUM) of SGD 1.8 billion and revenues of SGD 100 million. Looking forward, PrestigePath Wealth plans to introduce digital wealth management tools and expand its offerings into impact investing, positioning itself as a leader in sustainable and socially responsible wealth management in the Asia-Pacific region.

PrestigePath Wealth

  • Industry
  • Wealth Management Firms
  • Founded
  • 2019
  • Headquarters
  • Singapore
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